Structuring Capital for Growth, Liquidity, and Strategic Flexibility
At Meridian Park Capital, we advise clients across the full spectrum of capital formation and
structured financing solutions. Our Capital Markets Advisory practice is designed to help
companies raise capital efficiently, optimize their capital structures, and position themselves for
long-term success. We provide strategic guidance and hands-on execution across equity, debt,
and hybrid capital solutions, tailored to the specific goals, growth trajectory, and liquidity
objectives of each client.
Comprehensive Capital Markets Expertise
We bring institutional-grade execution to a wide range of capital-raising strategies, with deep
expertise across both equity and credit markets. Our team advises on the full capital stack, from
early-stage growth financing to complex recapitalizations and bespoke structured solutions.
Equity and Hybrid Capital Capabilities:
- Growth Equity
- Private Placements
- Convertible Preferred
- Mandatory Convertibles
- Preferred Equity
- Minority Capital Investments
- PIPE (Private Investment in Public Equity) Transactions
Debt Advisory Capabilities:
- Private Term Loans and Notes
- Asset-Based Lending (ABL) Facilities
- Infrastructure-Related Financing
- U.S. Private Placements
- Debt Restructuring
We also advise clients on secondary transactions, helping shareholders unlock liquidity while
preserving strategic flexibility
Institutional LP Capital Formation
In addition to company-side capital markets advisory, we provide fund-level capital formation
services for asset managers across the alternative investment landscape. We support general
partners seeking to raise institutional capital for new fund launches, continuation vehicles, and
growth capital pools.
Strategies Include:
- Venture Capital
- Private Equity
- Private Credit / Direct Lending
- Hedge Funds
- Real Assets and Infrastructure Funds
Our approach blends strategic fundraising advisory with targeted outreach to our deep network
of qualified institutional investors, including endowments, foundations, pension funds, family
offices, sovereign wealth funds, and multi-manager platforms.
Services Provided:
- LP Market Strategy and Positioning
- Fund Structuring and Terms Advisory
- Investor Materials Development (Pitch Decks, PPMs, DDQs)
- Institutional Targeting and Syndication
- GP Strategic Advisory and Market Readiness
Integrated Marketing & Origination Infrastructure
Our capital markets execution is powered by a proprietary marketing and origination platform, a
key differentiator that enhances transaction velocity, sharpens targeting, and expands investor
reach. By combining traditional capital markets expertise with cutting-edge marketing
infrastructure, we drive more efficient outcomes without compromising institutional quality
Strategic, Execution-Driven Advisory
We offer more than transactional support; we are strategic partners in structuring and
positioning capital solutions that align with your long-term vision. From term sheet strategy to
valuation analysis, investor engagement, and deal structuring, we guide clients through every
critical step of the capital-raising process.
Our Advisory Services Include:
- Capital Structure Optimization
- Strategic Capital Planning
- Valuation Guidance
- Deal Structuring and Negotiation Support
- Timing Strategy and Market Readiness
- Institutional Investor Outreach and Syndication
Our Investment Focus
We target businesses that exhibit:
- Established or Emerging Cash Flow Profiles: Demonstrated profitability or a clear path to positive cash flow.
- Scalable, Repeatable Business Models: Operations that can be efficiently expanded.
- Clear Liquidity Pathways: A defined route to a liquidity event within one to three years.
Our approach centers on identifying high-quality companies where thoughtful capital
deployment, strategic insight, and active engagement can generate exceptional results.
Beyond Capital: Strategic Partnership
Our value extends far beyond the capital we provide. We act as hands-on partners to our
portfolio companies, delivering a suite of services designed to support growth, scalability, and
transaction readiness.
- Strategic and capital markets advisory
- Growth marketing infrastructure and demand generation strategies
- Operational consulting and business positioning
- Executional guidance through liquidity planning or M&A processes
Investment Criteria
We invest in privately owned, small to middle-market businesses that meet the following criteria:
- Proven Business Model: Demonstrated success with clear operational strategies.
- Positive or Near-Term Cash Flow: Existing profitability or strong potential for profitability.
- Strong Management Team: Leadership with a proven track record of driving growth.
- Competitive Advantage: Clear market differentiation and a sustainable competitive edge.
- Growth-Oriented Industry: Operating in a sector with strong growth potential.
- Solid Capital Structure: Well-capitalized companies with a strong financial foundation.
Aligned Incentives and Deep Sector Insight
As former private equity general partners and company founders, we understand the challenges
of scaling and exiting a business. Our merchant banking philosophy is rooted in alignment—we
invest our own capital alongside our partners, bringing an ownership mindset to every
engagement and driving initiatives that create lasting enterprise value.
Aligned Incentives and Deep Sector Insight
As former private equity general partners and company founders, we understand the challenges
of scaling and exiting a business. Our merchant banking philosophy is rooted in alignment—we
invest our own capital alongside our partners, bringing an ownership mindset to every
engagement and driving initiatives that create lasting enterprise value.
Navigating Complexity. Unlocking Strategic Outcomes
Meridian Park Capital provides comprehensive M&A and strategic advisory services designed
to support growth-stage, founder-led, and privately held businesses through pivotal inflection
points. Whether pursuing a full exit, evaluating acquisition opportunities, or navigating
recapitalization scenarios, we guide clients with precision, insight, and institutional execution
Sell-Side Advisory Expertise
We represent clients across a range of sell-side transactions with a focus on value maximization
and executional certainty.
- Full Business Exits
- Divestitures and Carve-Outs
- Strategic Recapitalizations
- Shareholder Liquidity Solutions
We deliver end-to-end support throughout the transaction process, from pre-market positioning
and buyer targeting to valuation strategy, structuring, negotiation, and close.
Buy-Side & Origination Capabilities
In addition to sell-side mandates, we advise clients on acquisition strategies and targeted
growth initiatives. Our team actively supports buy-side execution through:
- Acquisition Target Identification
- Deal Origination and Screening
- Strategic Fit and Synergy Analysis
- Transaction Structuring and Financing
Leveraging our deep capital markets experience and extensive network of institutional investors,
operators, and corporate buyers, we help clients identify and pursue high-impact growth
opportunities with clarity and confidence.
Strategic Advisory for Growth and Enterprise Value
Beyond M&A, we work alongside clients to enhance strategic positioning, market presence, and
long-term enterprise value. Our advisory platform integrates capital markets insight with
operational and marketing expertise to deliver solutions that drive both short-term results and
long-term strategic outcomes.
Strategic Advisory Services Include:
- Growth and Performance Consulting
- Go-to-Market Strategy Development
- Growth Marketing and Demand Generation Advisory
- Capital Readiness and Strategic Positioning
Our approach blends strategic fundraising advisory with targeted outreach to our deep network
of qualified institutional investors, including endowments, foundations, pension funds, family
offices, sovereign wealth funds, and multi-manager platforms.
Promotional & Investor Relations Support
We provide bespoke promotional and investor relations services designed to enhance company
visibility and engagement with key stakeholders. Our team develops and executes targeted
communication strategies to support capital raises, M&A events, and broader market
positioning.
- LP Market Strategy and Positioning
- Fund Structuring and Terms Advisory
- Investor Materials Development (Pitch Decks, PPMs, DDQs)
- Institutional Targeting and Syndication
- GP Strategic Advisory and Market Readiness
Integrated Marketing & Origination Infrastructure
Our capital markets execution is powered by a proprietary marketing and origination platform, a
key differentiator that enhances transaction velocity, sharpens targeting, and expands investor
reach. By combining traditional capital markets expertise with cutting-edge marketing
infrastructure, we drive more efficient outcomes without compromising institutional quality
Strategic, Execution-Driven Advisory
We offer more than transactional support; we are strategic partners in structuring and
positioning capital solutions that align with your long-term vision. From term sheet strategy to
valuation analysis, investor engagement, and deal structuring, we guide clients through every
critical step of the capital-raising process.
Services Include:
- Investor Relations Strategy and Execution
- Investor Presentation and Materials Development
- Targeted Outreach and Stakeholder Communications
- Corporate Messaging and Narrative Development
- Media Strategy and Promotional Support
- Institutional Investor Outreach and Syndication
By integrating IR and promotional expertise into our broader strategic advisory offering, we
ensure our clients are not only well-positioned in the market but also well-understood by the
audiences that matter most.
Institutional Precision. Founder-Led Perspective.
Our approach is informed by decades of transaction experience and the unique perspective of a
team that has operated as private equity general partners and company founders. We bring an
ownership mindset to every engagement, delivering tailored, high-touch advisory with the
speed, agility, and strategic perspective today’s business leaders require.
What We Provide
Our platform enables registered representatives and associated persons to focus on deal
execution and client relationships, while we handle the regulatory, legal, and operational
complexity behind the scenes.
Broker-Dealer Services Include:
- Compliance Infrastructure
Centralized and ongoing compliance support, including
registration, disclosures, regulatory filings, and supervision.
- Outsourced Compliance Management:
Day-to-day oversight and administrative
support for independent professionals who require robust, cost-efficient compliance
resources.
- Due Diligence & Transaction Review
Deal-level diligence and documentation review
to ensure transactions meet regulatory and procedural standards
- Regulatory Oversight:
Comprehensive supervisory systems under an OSJ structure,
with experienced leadership and oversight personnel.
- Registered Representative Supervision
Professional home for registered reps
conducting private placements and other exempt transactions.
- FINRA & SEC Coordination:
Guidance and infrastructure to navigate regulatory
requirements, filings, and compliance obligations.
Who We Support
Our platform is built to support:
- Independent Investment Bankers
- Placement Agents and Registered Representatives
- Strategic Advisors and Capital Introducers
- Private Equity and Venture Professionals
- Financial Consultants conducting exempt securities transactions
Whether you’re executing capital raises, advising on private placements, or seeking a
high-integrity supervisory environment, Meridian Park Capital provides the structure,
compliance, and support you need to operate at a high standard.
Why Meridian Park Capital
We combine deep investment banking roots with institutional operations, legal insight, and a
modern approach to compliance. Our team includes former C-level executives, in-house
counsel, experienced CCOs, and operational leaders who understand both the transaction
process and the regulatory environment.
We offer a high-touch, high-integrity platform for professionals who value flexibility, without
compromising professionalism, compliance, or executional rigor.