The Firm

We believe in building enduring relationships with clients through trust and a shared purpose to improve investment outcomes for a better future.

We work as your partner to navigate the complex world of financial markets, anticipate trends and identify opportunities. We do this by taking the time to truly understand your needs and remaining responsive and flexible as they change so we can continually provide robust solutions aligned to your objectives, risk tolerance, values and preferences.

WHY MERIDIAN


Meridian Equity Group backs businesses at the point where conviction matters most — early enough to shape what a company becomes, and long enough to see it through. We look for opportunities at the intersection of innovation, growth and durable value creation, across sectors where we understand what separates a good business from a defining one. Our capital is private, our horizon is long, and our involvement continues well past the point of investment.

USD 10 B+


Capital deployed

5M+


Active partnerships

926


Investment professionals

150+


Client locations by country/region


The whole firm, not an assigned partner

Private equity has come a long way since the early days of leveraged buyouts. Today, the private equity universe spans numerous strategies with varying levels of risk and highly dispersed returns across a vast and ever-evolving universe of opportunities.

The complexity and scope of this opportunity set—and the importance of finding and investing with the limited universe of managers who can deliver outperformance—requires extensive resources and specialized expertise.

That’s why our senior private investments team, with an average of nearly 20 years of industry experience, is located around the globe to help us find and access the funds that we believe can drive portfolio outperformance.

Yesterday's pioneers, today's leading-edge investors

As one of the earliest proponents of private markets investing, we have been partnering with sophisticated institutional and family investors to shape the global private markets investment landscape for five decades. We are a leader in private markets investing, often being the first stop for new and emerging managers who are spinning out from larger firms.

And while private investments have consistently proven to drive portfolio performance for investors with meaningful allocations, there is a wide dispersion in returns between the best and the rest.

That’s why we have continually invested in the resources, experience, and infrastructure to source, evaluate, and access high conviction private investments around the globe.


HOW WE INVEST

Every business we look at gets the same four questions, asked in the same order. The discipline is not in having a view — it is in refusing to skip a step because an opportunity feels obvious. Conviction is what the process produces, not what we bring to it.

Starts with the business

  1. 1

    Is this a business that could define its category?

  2. 2

    Do we understand this sector well enough to add something?

  3. 3

    What does our capital make possible that wasn’t before?

  4. 4

    Can we stay useful through the next three stages of growth?

   

Investment Strategy

We concentrate. Rather than spreading capital thinly across a wide field, we take meaningful positions in a small number of businesses and commit real time to each. That means saying no often, and saying it early. It also means that when we do commit, the company gets a partner with the bandwidth to be genuinely useful — not a name on a cap table. Our sectors are chosen for the same reason: we invest where we already understand what good looks like.
   


Our Approach

Private capital, strategic insight, disciplined evaluation and long-term partnership — applied together, to the same question.

Sector Knowledge

Experience earned inside these markets, not observed from outside them.

Operational Value Creation

Capital is the starting point. The work that follows — hiring, market entry, pricing, positioning for the next round — is where returns are actually made. We are involved in it, at the level of detail the company needs and no more.

Long-Term Partnership

We stay through the stages where support is worth the most.

PRIVATE EQUITY




We tailor comprehensive private equity investment solutions for all types of investors by partnering with top private equity fund managers.


Our growth since inception is fueled by a diverse investor base increasingly seeking to gain or increase access into the private equity asset class. We believe it is important to offer clients a flexible approach that provides access to quality fund managers through a variety of investment solutions.

At Meridian Equity Group, we value a collaborative environment. We keep an open and curious mind when evaluating investment opportunities, yet remain highly disciplined in our selection.

STRATEGIC ADVANTAGE.



We gain advantage in the market due to our team’s experience which offers us resources that give us an edge over our peers. Our advantage is complemented by a comprehensive, diversified investment approach.



PROGRAMS & SOLUTIONS.

Meridian Equity Group has developed a number of investment solutions to assist investors with their goals of accessing the private equity asset class. These programs can accommodate investors of various sizes and provide access to different sectors (i.e. buyout, venture capital, growth, distressed/turnaround, and credit), vintage years, geographies, industries and stages. We work very closely with investors in finding the right solution for their portfolios and in developing programs utilizing a variety of approaches.



We value a collaborative environment while keeping an open and curious mind when evaluating investment opportunities, yet remain highly disciplined in our selection.

Strategic Relationships

Capital behind exceptional companies

We seek opportunities at the intersection of innovation, growth, and long-term value creation. Our investment philosophy has led us to opportunities and relationships across some of the most dynamic names and sectors in the global economy.

Tesla, Inc. Tesla, Inc. Tesla, Inc. InnovationMobilityEnergy
SpaceX SpaceX SpaceX TechnologyAerospaceExploration
Terra Mare Terra Mare Terra Mare ConsumerWellnessInnovation
LolaVie LolaVie LolaVie BeautyConsumer ProductsBrand Growth
LPGA LPGA LPGA SportsEntertainmentGlobal Reach

Sector focus


From transformative technology and aerospace to consumer brands, wellness and global sports, we look for businesses with the potential to define their industries. Our sectors are not a spread — they are the places where we have enough conviction to move decisively and enough experience to be useful afterwards.






TECHNOLOGY & AEROSPACE




CONSUMER BRANDS




WELLNESS




GLOBAL SPORTS




"At Meridian Equity Group we have always adopted a flexible and innovative approach to investing and then transforming our companies"


TECHNOLOGY & AEROSPACE:

Led by seasoned senior professionals, our investment teams have strong transactional, operational, and analytical expertise enabling them to oversee an investment from sourcing and acquisition, through the value creation phase, and to the eventual sale of the business.

Throughout our hold period, our talented investments teams collaborate with our operating professionals and management teams to build stronger, more resilient businesses.

Identifying the Right Strategies for Different Investor Preferences


Rebalancing: Keeping Allocations on Track

Our Goal

Beyond the Investment


Our responsibility does not end at the companies we back. We support the communities our partners build in, and hold ourselves to the standards we expect of them.

Caring for each other
Community


How we work

Making a positive impact in the lives of our clients, colleagues and communities starts with the care and support we provide our associates to address their own physical, emotional, financial and social well-being.




Feed-X Foundation

Giving back to the communities where we live is an important part of our culture. In early 2021, we enthusiastically announced our support of The Feed- X Foundation and its mission to provide food and essential items by funding outstanding programs in the community.

Our Edge





Operators, Not Just Investors

The people making the investment decision have built and scaled businesses themselves. That changes the questions asked before capital moves, and the quality of help available afterwards.

Our infrastructure has been designed with the aim of maximizing investment returns through a solutions-based, customized approach.



Value of Partnership

We are a small number of partners with a small number of companies. That ratio is deliberate. It is what allows us to answer the phone, know the detail, and be genuinely useful in the weeks that matter rather than the quarters that get reported.

For the benefit of clients, we have made fee negotiation an integral part of our investment process while maintaining our focus on the quality of managers with whom we invest.



Conviction Over Coverage

We would rather be right about a few businesses than present in many. Concentration demands more discipline going in and more commitment afterwards — but it is the only approach consistent with claiming to be a partner rather than a shareholder.

CORE TENETS

We don’t simply invest in companies. We invest in possibilities.

If you are building something with the potential to define its category, we would like to hear about it. And if you are looking to put capital to work alongside partners who take the same view of time and risk that you do, the conversation starts the same way.