Group Lead: Aerospace & Defense, Diversified Industrials
Education and Certification
Brian is a graduate of the University of Redlands, where he earned a double major in financial economics and accounting in addition to a minor in mathematics. He holds Series 24, Series 79, Series 82, and Series 63 licenses with FINRA. In 2015, Brian was recognized by the Puget Sound Business Journal as one of Seattle’s “Top 40 Under 40” for his business leadership and community involvement.
Brian is president and managing director at Meridian Capital and also leads the firm’s Aerospace & Precision Manufacturing Practice. As President, Brian is responsible for managing the firm’s activities and driving strategic initiatives. Over the course of his over 10-year investment banking and strategic consulting career, Brian has advised clients across an assortment of industry segments, including aerospace, manufacturing and distribution, consumer products, technology, and telecommunications. He has successfully advised over 70 business owners and entrepreneurs on a variety of sell-side and buy-side advisory, recapitalization, growth equity, and strategic advisory engagements. Prior to Meridian, Brian was a management consultant with Accenture Consulting in Washington, D.C. and New York. At Accenture, he worked with multiple Fortune 100 companies on issues related to revenue assurance, sales and process enhancement, and system integration.
Community Service and Involvement
Brian serves as president-elect of the University of Redlands Alumni Board of Directors and is also a member of the Board of Trustees. He also is on the leadership committee of the University of Redlands Seattle Alumni and Community Involvement Chapter, where he is actively involved in mentoring current students, MBA candidates, and young alums. Brian is a native of the Pacific Northwest. He currently lives in Seattle with his wife, Kerri, and daughter, Tatum. On the weekends, you will most often find him spending time with his family or on the tennis or basketball court.
“Brian exhibited a deep understanding of the M&A process. He quickly learned our culture and was able to communicate complex concepts quickly and succinctly. His leadership, intelligence and engaging personality were critical factors in the success of our transaction. We enjoyed working with Brian and the entire Meridian Capital team.”Duncan McLean, Burton Saw – President & Shareholder