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Strategic advisory
Board offsites, market entry, repositioning.
Boutique · Senior-led · No pyramid
Strategy delivered by the people who designed it.
Independent strategy consulting for mid-market companies — operating model, M&A, and transformation programs.
- 20+
- Years in practice
- $4.2B
- Transactions advised
- 60+
- Engagements
- 12
- Industries
A quieter way to operate
We bring measured, board-ready counsel without the noise of a large firm. Senior partners on every engagement. No layered teams. No surprise invoices.
- Direct access to senior partners
- Fixed-fee scopes, transparent timelines
- Discretion as a default
Practice areas
A selection of recent clients
Coastline
Meridian
Hartwell
How an engagement runs
Clear shape from the first call to the last memo.
Discovery call
30 minutes, no charge. We hear the problem, decide whether the fit is right, and outline a scope.
Written engagement letter
Fixed-fee or capped scope, plainly worded. You sign once; we both refer back to it.
Diagnostic + recommendation
Two to four weeks of work. You get a written report and a working session to walk through it.
Implementation support
Optional. We stay on for 30–90 days helping the team execute, on a clearly scoped retainer.
What clients say
Counsel worth paying for.
“The most useful outside counsel we have ever engaged. Calm, precise, and bracingly direct.”
C
Caroline Whitfield
Chair · Hartwell Group
And 2 more reviews
Before you reach out
Engagement
How are fees structured?+
Fixed-fee for defined engagements; capped time-and-materials for advisory retainers. Never hourly billing without a cap.
What size of organisation do you typically work with?+
Most engagements are with companies between $5M and $500M in revenue. We turn down work where we cannot meaningfully move the needle.
How long is a typical engagement?+
Diagnostics: 4–6 weeks. Strategy work: 8–12 weeks. Long-term advisory: 6–12 months on a defined retainer.
Logistics
Do you sign NDAs?+
Routinely. We are bound by professional confidentiality even without one, but we are happy to execute your standard NDA.
Will you work in person?+
For kickoffs, key working sessions, and final readouts — yes. Day-to-day work is remote; we will be on-site as often as the engagement warrants.
What sectors do you cover?+
Financial services, professional services, mid-market industrial. We avoid sectors where we cannot bring real depth.
A 30-minute call costs nothing.
See if we're the right fit before either of us commits. No deck, no follow-up sequence — just a candid conversation.
Replies within one business day
Get in touch
We respond personally within one business day.
- Phone+1 (212) 555-0167
- Emailinquiries@meridian-advisory.com
- Address380 Madison Avenue, Floor 14, New York NY 10017