MeridianAdvisory Group Book a consultation
Fort Worth, Texas · Mid-market advisory

The margin is already in your business. We find it.

Meridian works with mid-market operators — $20M to $400M — on the four problems that decide the next five years: operations, integration, pricing, and data.

Book a consultation See the results Engagements start with a two-week diagnostic.
60+Engagements delivered
$8.4BClient revenue advised
16 wksMedian engagement
92%Clients who return
What we do

Four practices. No theater.

Small senior teams, embedded with yours. Every engagement ends with something your people run without us.

01

Operational Excellence

Throughput, cost-to-serve, and the handoffs in between. We map the operation as it actually runs — then take the friction out of it.

02

M&A Integration

The deal closed; now the clock is running. Day-one readiness, synergy tracking, and the first hundred days managed like a P&L line.

03

Pricing Strategy

Most mid-market pricing is history plus habit. We rebuild it on willingness-to-pay, cost truth, and the discipline to hold the line.

04

Data & AI Readiness

Before the model comes the plumbing. We get your data trustworthy, your reporting honest, and your first AI use-cases into production.

Recent work

Measured in their numbers, not ours.

Client names withheld; results audited against the client's own financials at engagement close.

−22%
Cost-to-serve · 14 weeks

Regional distribution company, $180M. Route and warehouse redesign, order-profitability visibility, and a weekly operating cadence the leadership team still runs.

94 days
To full integration · Target: 180

Two merged industrial services firms. One ERP, one pay structure, one brand — with zero unplanned churn among the top-20 revenue accounts.

+6.4pt
EBITDA margin · Pricing rebuild

Specialty manufacturer, $75M. Quote-level price guidance replaced tribal discounting. Win rate held within one point while realized price climbed.

How an engagement runs

Diagnose. Design. Deploy.

A fixed spine for every engagement — so you always know where you are and what you're paying for.

Phase one

Diagnose

Two senior people on the floor and in the data. We come back with the three findings that matter and the economics of fixing each one.

Weeks 1–3
Phase two

Design

The future state, costed and sequenced — with your operators in the room, not presented to them afterward.

Weeks 4–8
Phase three

Deploy

We stay through implementation. Weekly operating reviews, visible metrics, and a handoff plan that starts on day one.

Weeks 9–16
Who you'll work with

Partners do the work here.

Elena Vasquez Managing Partner

Two decades running mid-market operations before advising them — distribution, logistics, and field services.

Marcus Reid Partner · Integration

Led integration offices through eleven closed deals. Believes the first hundred days are won in the first ten.

Dana Whitfield Partner · Pricing & Data

Built pricing and analytics functions inside two Fortune 500s. Now builds smaller, faster versions for the mid-market.

Insights

What we're writing.

Start a conversation

Bring us a hard problem.

Tell us what's keeping the margin down or the integration stuck. A partner — not an associate — reads every note and replies within one business day.

Office640 Taylor Street, Suite 1200
Fort Worth, TX 76102
Phone(817) 555-0148
Emailengage@meridianadvisory.example
Confidential. No newsletter, no follow-up sequence — one reply from a partner.
Received — a partner would reply within one business day. (Demo form — nothing was sent.)