Specialized Expertise

Each member of the Boston Meridian team has worked at technology / enterprise SaaS companies before. This results in a clear understanding of technology, competitive positioning and strategic dialogues in the marketplace. Boston Meridian was founded to offer specialized investment banking expertise in an era of continuous change and focus on top-line revenue generation among major investment banks. Large “Bulge Bracket” investment banks today are bound by expensive overhead. They focus on new business generation and the largest fee assignments while devoting junior resources to the execution of deals. Frequent personnel changes and short-term performance objectives only add to confusion as key team members disappear mid-transaction. Meanwhile, consolidation of “boutique” technology investment banks such as Robertson Stephens, H&Q and Montgomery have left growth companies with few options for requisite research-level knowledge and quality investment banking advice. The rationale for using a highly focused bank has never been stronger.

Boston Meridian combines the technology specialization of boutique investment banks and former operators with the skillset and execution expertise of Wall Street Bulge Bracket banking. Our relationships with the key industry leaders across technology, combined with significant venture and private equity relationships, allow us to rapidly facilitate successful transactions for our clients. We assist growing companies with valuable industry introductions and advisory services while maintaining an active strategic dialogue with leading strategic buyers around the world. We have deep knowledge of where potential partners’ priorities and interests lie. This combination allows us to deliver unique value to both buyers and sellers.

Our partners average two decades of Wall Street banking experience and are integrally involved in every transaction taken on by the firm. We build our reputation one deal at a time. Our clients recognize our absolute commitment to achieving a successful outcome and have each chosen Boston Meridian over competing banks to lead their engagement.