Strategy · Finance · Transformation

Capital strategy for ambitious organizations

Meridian Capital Group partners with mid-market companies, growth-stage firms, and family-owned businesses to unlock value, navigate capital markets, and build lasting competitive advantage.

$4.2BCapital Advised
340+Engagements Closed
28yrIn Operation
97%Client Retention
Trusted by leading organizations
What We Do

Integrated capital advisory

We bring deep sector expertise and transaction experience to every engagement — from growth financing to complex restructurings.

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M&A Advisory

Buy-side and sell-side advisory for strategic acquisitions, divestitures, and management buyouts. We've closed over 120 transactions totaling $2.8B in enterprise value.

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Capital Raise

Placement of equity, mezzanine, and senior debt for growth-stage and established businesses. Direct relationships with 200+ institutional capital sources.

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Restructuring

Financial and operational restructuring advisory for distressed and underperforming businesses. We move quickly, protect stakeholder value, and preserve optionality.

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Valuation Services

Defensible, litigation-ready valuations for M&A, ESOP, financial reporting, estate planning, and shareholder disputes.

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Board Advisory

Retained advisory relationships with boards and executive teams on capital allocation, shareholder value creation, and strategic planning.

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Cross-Border Transactions

International M&A and capital markets support with experienced advisors in North America, Europe, and Southeast Asia.

Our Approach

A process built for certainty

01

Discovery

Deep-dive into your business, goals, and constraints to build an honest picture of what's possible and what it will take.

02

Strategy

Co-develop a clear transaction strategy with defined parameters, target universe, and success metrics before we begin outreach.

03

Execution

Manage every aspect of the process — marketing, diligence, negotiations, structuring — with relentless attention to detail.

04

Close

Drive toward a definitive agreement and successful close, with your best interests guiding every decision from LOI through funding.

Leadership

Meet the principals

Robert Hartwell
Managing Director & Founder

30 years of investment banking experience across Goldman Sachs, Morgan Stanley, and Meridian. Led $4B+ in M&A transactions across healthcare, industrials, and technology.

Catherine Yuen
Managing Director, Capital Markets

Former head of mid-market lending at JPMorgan. Specializes in leveraged finance, structured credit, and growth equity placements for founder-owned businesses.

David Okafor
Director, Restructuring Advisory

15 years in turnaround management and distressed M&A. Previously a senior advisor at AlixPartners. Recognized in Turnaround Management Association's 40 Under 40.

Let's discuss your next transaction

Whether you're exploring a sale, raising capital, or navigating a complex restructuring, we'd like to hear what you're working on.

Schedule a Confidential Call
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