A veteran owned team with deep commercial expertise across consumer goods, technology, and contracting acquiring lower to middle market businesses and sourcing top tier talent from the Navy Special Warfare Community to operate

Legacy Preservation

About Us

Meridian Strategies is a veteran-led acquisition company founded by former Navy SEALs, dedicated to acquiring and operating lower middle-market businesses. We leverage our leadership, adaptability, and operational expertise to ensure a seamless transition for business owners looking to preserve and grow their legacy. Our mission is to build upon the foundation they've created, fostering long-term stability and success. We are not a private equity firm or a strategic buyer—we are hands-on operators committed to the next chapter of the business and its people.

Meet the Team

What we do: Source, Underwrite, Acquire, Operate

  • Sourcing

    The first phase of our process involves deal sourcing for companies that meet most of the following criteria:

    $5-15M in EBITDA

    Stable or Growing Revenue

    Geography Agnostic

    Asset Heavy Businesses

    Site Work and Excavation

    Highway Work

    Industrial Rigging

    Industrial CNC

  • Underwrite

    We look to develop our 90-day sprint during our underwriting process. While we work through typical diligence processes, we are also assessing fit for our deep bench of operators to help grow the business post acquisition.

    We look to bring enough equity to our acquisitions to ensure the business has cash flow to support future CAPEX and ultimately growth. This planning happens now.

  • Acquire

    After an accelerated due diligence period, we will move through the acquisition process quickly. We have a broad range of capital partners to include SBA lenders, private lenders, local banks, and additional equity partners.

    Additionally, when you work with Meridian Strategies you know that the owner’s are the primary providers of equity for the acquisition. We believe this aligns our interests with departing ownership, remaining employees, and our sourced management.

  • Operate

    After the acquisition is complete, we will focus on executing a 2-6 month transition period with the incoming operator and former ownership. Depending on the results of the diligence process, we will kick off our 90 day sprint with 1-2 weeks of acquisition. All of Meridian’s partners will be present for this initial sprint.