Services
Capital & Transaction Diagnostics
- Independent underwriting and downside calibration
- Capital structure review, recapitalization, and restructuring diagnostics
- Pre-commitment diligence for transitional or distressed assets
- Development feasibility and pro forma integrity review
- Joint venture structuring and alignment analysis
- Investment committee and board-ready materials
Portfolio & Risk Advisory
- Portfolio-level re-underwriting and early-warning diagnostics
- Liquidity, refinancing, and covenant risk assessment
- Capital allocation and reallocation frameworks during market dislocation
- Scenario analysis for stressed operating and capital environments
- Investor reporting and LP communication
- Impact investment structuring and fund design
Special Situations Advisory
Meridian selectively evaluates complex, non-standard, or time-sensitive mandates that fall outside traditional underwriting or advisory frameworks. These situations often involve structural dislocation, governance ambiguity, or capital misalignment where conventional advisors lack either independence or cross-stack fluency. Engagements are accepted on a case-by-case basis.