Meridian Advisory
Strategy • Capital • Governance
Independent advisory (demo) Research‑led Outcome‑oriented

We turn decisions into compounding outcomes.

Pricing, capital allocation, and governance — delivered in short cycles with clear ownership and documented change.

Selected Work

B2B SaaS Pricing

Value metric + fences, simplified tiers, indexation. Result: +17% ARPU, −8% churn, faster cash cycle.

Family Office IPS

Liquidity buckets, private credit sleeve with quarterly windows. Result: lower volatility, higher after‑fee yield.

Special Situations

Co‑invest with structured downside (prefs/ratchets); exit via strategic sale. Result: ~2.0× MOIC in ~20 months.

What we do

Strategy & Operations

Operating model, pricing architecture, RevOps × FP&A alignment.

  • Willingness‑to‑pay & value metrics
  • Sales capacity & funnel design
  • Cost‑to‑serve & working capital

Capital & Investments

IPS/IC setup, liquidity buckets, sleeves across factors, credit, secondaries.

  • Strategic & tactical allocation
  • Manager selection & ODD
  • Co‑invest & secondary sourcing

Risk & Governance

Practical guardrails: limits, escalation, reporting; material ESG.

  • Investment Committee design
  • Risk appetite & limit system
  • Policies: valuation, liquidity, conflicts

How we work

Research first, execution fast. Test interventions in 2–4 week cycles and tie each change to an owner.

1 · Frame
decision, constraints, success
2 · Measure
funnels, cohorts, factors
3 · Explore
causal trees & scenarios
4 · Decide
IC memo: options & risks
5 · Execute
sprint plan, owner, dashboard

Investment Philosophy

Earn the risks you intend to take at known fees with drawdowns you can live through.

Core Factors

Low‑cost equity & rates with explicit bands and tax/fee hygiene.

  • Equity: market, size, quality
  • Rates: duration ladders
  • Inflation: TIPS overlays

Private Credit

Diversified short‑to‑mid duration; covenant discipline and LGD modeling.

  • Expected net IRR 7–11%
  • Quarterly windows
  • Conservative advance rates

Opportunistic

Co‑invests/secondaries where edge is speed, depth, or structure.

  • Small‑check, high‑conviction
  • Pre‑mortems & position limits
  • Structured downside

Insights & Tools

Download: Example IC Memo (demo)

Requesting materials acknowledges our demo privacy note below.

Recent notes

  • Pricing Power Index — quantify value capture
  • Liquidity Under Stress — what actually gated flows
  • Secondaries Playbook — diligence that matters
  • Attribution, Honestly — separate luck from skill

Let’s talk

Tell us your goals. We reply within one business day with next steps and a sample workplan.

Demo data notice: when you submit this form, we process your inputs (name, email, role, notes) to respond and for basic analytics.

Office

100 Market Street, Suite 500, Example City, EC 10101
+1 (555) 555‑0101 · [email protected]

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