Services

Capital Origination Advisory

Overview

We advise companies on later stage growth equity rounds and have contacts with leading equity and debt providers. With over $10 billion in capital origination behind us, Boston Meridian’s partners understand the challenges of financing a growing business as well as the risks in bringing in a financial or strategic partner to help finance growth. We also understand that completing successful offerings requires more than just a good story - it requires a consistent and differentiated message combined with a management team and infrastructure that can effectively leverage the new capital. Boston Meridian works closely with our clients to ensure that they stand the best chance of achieving these objectives - be it through giving valuable insight on the proper market and competitive positioning, creating the proper materials to generate and close on investor interest, or providing unparalleled introductions to the world’s leading private equity, venture, hedge fund, family office or strategic investors. We work closely with our clients to help them find the right partners at the right valuation and terms.

Growth Capital

Boston Meridian works with growing clients to structure later stage rounds (typically $10 million or greater) with leading institutional equity, debt and venture debt providers. Boston Meridian executes the entire transaction from start to finish, allowing our clients to focus on building business value versus looking for new capital. In addition, we work with our clients to improve their internal resources and processes to grow alongside the new capital delivering best-of-breed financial and forecasting practices, internal transparency and advice from the perspective of knowing what investors seek in an investment from experience as operators and investors.

Recapitalization/Buyout

Boston Meridian works with our clients to identify and close on various sources of capital (equity, and convertible, mezzanine, and senior debt) to effect leveraged transactions with leading institutional private equity investors and commercial lenders. Our clients rely on Boston Meridian’s experience to structure transactions which will provide them with new capitalization, and may also provide existing shareholders and management an opportunity to sell a portion of the business at an attractive valuation to gain partial liquidity, while maintaining day to day control of the business.

Merchant Banking

Boston Meridian maintains a strong client list of successful entrepreneurs, partners and other accredited investors who have come to rely on Boston Meridian to generate attractive investment ideas and opportunities which meet their personal portfolio objectives.