Investment Criteria

Meridian maintains a focused investment strategy following a specific set of criteria as follows

Company Profile

• Acquire and operate lower middle market companies with revenues between $20 and $200 million.

• Profitable companies with stable cash flows (EBITDA minimum of $3M)

(exception: bolt-on acquisitions)

• Recurring revenues – Stable/longstanding customer relationships

• Potential for growth – Underperforming asset with operational challenges

• Company/product is mission-critical to its clients

• Targets in a fragmented industry, which has the potential for consolidation through bolt-on acquisitions

• Strong management

Transaction Types

• Buy-outs – sponsored and non-sponsored transactions including acquisitions and shareholder liquidity

• Corporate Divestitures – we have successful experience and executive talent available for carve-outs of non-core assets from Fortune 500 companies

• Meridian has developed a strong network of investors who would consider control transactions or co-investing with other financial sponsors

Geography

• Across the U.S.

Expert Operational Capabilities

Seasoned team collectively has over 100 years of experience in private equity, M & A, business operations and corporate financial management. We support and partner with management to build strong companies.

Meridian General

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