Leading Middle Market M&A Advisor & Strategic Consultant
Providing industry expertise and global access to leading businesses across the Western U.S.
Transactions Closed by Meridian Capital Professionals
Total Transaction Value
INDUSTRY EXPERTS • CLIENT DRIVEN • EXECUTION FOCUSED
Meridian Capital has served as a trusted advisor to business owners on complex merger and acquisition (M&A), corporate finance, and strategic challenges for over 25 years.
The firm differentiates itself through its deep industry insights, highly customized transaction approach, and end-to-end commitment to execution.
With a unique combination of financial, transactional, and operational expertise, Meridian has the breadth of experience required to serve leading middle market companies.
With deep industry knowledge across nine sectors within the consumer, industrials and technology verticals, Meridian’s bankers provide business owners with discerning insights into value drivers and transaction trends for their specific industry niche.
Focused on serving privately and closely held businesses including family, founder, and entrepreneur-owned businesses, Meridian takes a consultative approach to help prepare and build value in advance of a transaction to achieve the long-term goals of our clients.
Meridian also offers clients unparalleled cross-border capabilities through its Global M&A Partners network.
Experienced Investment Bankers
Aaron FranzheimVice President
Geoff HaydonIndustry Advisor
Nicholas HowellIndustry Advisor
Todd IngramIndustry Advisor
Brandon LeyertVice President
Danielle LoboVice President
Randy MoeManaging Director
Brian MurphyManaging Director, President
Clare NordquistIndustry Advisor
Bruce PymManaging Director
Patrick RinglandManaging Director, Principal
James RothenbergerManaging Director
Pete SokoloffIndustry Advisor
Chuck WilkeFounder, Managing Director
Our Clients Include Family Owned Businesses, Privately & Closely Held Businesses, & Entrepreneurs
“Meridian’s unwavering commitment and exceptional effort throughout this complex transaction was instrumental in achieving a successful outcome.”President, Dorsing Farms
“We never could have imagined this much work would go into getting a transaction completed. We couldn’t be happier with the outcome and are very thankful we had Meridian Capital leading us through this transaction.”President, Boyer
“We have been doing it all, as many business owners do. With Meridian Capital we were able to hand off our finance strategy to a group that truly knows the consumer market with over two decades of experience.”Ellenos Greek Yogurt Co-Founder
“From beginning to end, the Meridian Capital team served as an exceptional partner to us in helping position Crosslake to the market and driving the deal to a successful close. They continually kept our priorities and best interests as their own.” CEO, Crosslake Technologies
“The Meridian team did a remarkable job for us. Their people are very knowledgeable and professional, and brought in several competitive letters of intent. ”Founder, See Kai Run
“We’ve been working alongside Meridian Capital for many years in a collaborative relationship. They have been a key resource in helping us identify, analyze and pursue a variety of creative and customized financing strategies. “Chairman, Jacob Ash Holdings, Inc.