Investment Criteria

Meridian General maintains a focused investment strategy following a specific set of criteria listed below.

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.