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Our Experience

Now in its 9th year, Meridian and its affiliates have financed transactions valued in excess of half a billion dollars.

 Transactions

Meridian has advised on, and/or arranged financing for, over 50 transactions in the past several years, including:

·         Created unique financial product, structured transaction, negotiated $85 million in Vendor Finance from NHL, raised $85 million in debt and an undisclosed amount of equity, to complete the purchase of the Phoenix Coyotes NHL team

·         Arranged $10 million of investor equity for the change of ownership of the Tampa Bay Lightning NHL team

·         Arranged financial partner and equity funding for Calgary-based national audio visual company

Completed follow-on transaction of an acquisition of their largest competitor to create a $75 million revenue company

·         Arranged senior debt, mezzanine, vendor take back and equity in 5 separate transactions of oil field services companies totaling over $75 million

·         Arranged $20 million senior debt and equity for refinancing and acquisition of a competitor for Calgary construction company

·         Arranged $5 million of factoring for Calgary-based construction company

·         Arranged senior debt line of credit for Saskatchewan-based diamond-cutter and international distributor

·         Arranged management buy-out of Alberta-based shoe retailer

·         Arranged 3 debt and equity-related transactions for Vancouver-based film producer, including GAP financing for the movie “Facing Ali” which was short-listed for Academy award consideration and won several other film festival awards.


"Our portfolio of clients is as diverse as the entrepreneurial imagination."

Here's what some of our clients and sources of capital have to say about us:

Jeff Faber, President and CEO Apex AVSI

"As a management team who came together to buy out an entrepreneurial founder, we were looking for capital to reduce our own personal risk going forward and great advice to help us continue to grow the company. With Meridian, we found both. With the financial strength of our new partners introduced by Meridian, and their extensive M&A experience, we now have the resources to grow quickly through acquisitions. It's an exciting time and Meridian is with us every step of the way!"

John Hamilton, President of Network Entertainment

Meridian’s management team came to our situation with specific experience related to our company. That has helped them analyze from a financial standpoint, the specific contracts and other opportunities in the US and Canada that we currently have in play. We’re taking a major next step in our development as a company, and we needed sophisticated financial advisory services and access to capital. Simply put, Meridian ‘made the cut’ for us.

Greg Wilkie, President, SaskAlta Base Oils Corporation

"Your research and ability to convey information in a clear and precise manner allows stakeholders and potential investors to comprehend and assess the opportunity presented. Your services have exceeded expectations."

Roger Williams, Sr. Managing Director, International Biofuel Partners, Ltd.

"The Meridian Strategy Group provided the critical support we needed to
launch our company. Robert McPhail's indefatigable industry research, keen
insights in the preparation of our business plan, and unsurpassed financial
modeling allowed us to punch far above our weight in a rapidly growing
industry. We received the best value for consulting dollars that I have seen
in my 25-year business career."

Robert Thast, CEO-Floran Technologies Inc.

"Your extraordinary research capabilities, in-depth market analysis and unparalleled commitment and dedication to our project, has resulted in a business and financial plan that has met with acceptance and compliments from all of the financial institution managers we have presented it to."

Hansjorg Lochbichler, President, Hester Creek Estate Winery

"Taking the time to work through a detailed review of my business was not easy. Fortunately, Robert is very sharp and had the ability to quickly understand my business and apply the knowledge. These initial tasks identified a new direction for Hester Creek that involved finding a strategic partner. I was pleased to have [Robert] speak to potential investors on our behalf. Ultimately... a public company was introduced and an agreement was reached to sell Hester Creek. You will certainly find that Robert will challenge the norms with insight and imagination."

Guy Martineau, CFO, NewTech Group International Inc.

"After reviewing the business plan several times, I would like to congratulate you and your team for an excellent job. The business plan is technical but it describes very well the environment in which the Company is evolving. The business opportunity is well described and the attributes of the new technology are well put in value. The marketing and licensing strategies are very well thought out and are rarely as well explained as they are now. Overall, his is one of the best business plans that I have had the opportunity to study in the past few years."