Portfolio

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

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.

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.

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.

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.

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.

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!