About Meridian
Built by operators, trusted by leaders.
We started Meridian because we were tired of watching good businesses stall under advice that sounded smart but never got implemented. So we built a firm that stays in the room until the results show up.
Our Story
Two decades of getting our hands dirty alongside our clients.
Meridian was founded in 2008 by a small group of finance and operations executives who believed that consulting had drifted too far from execution. We set out to build a practice measured by outcomes, not deliverables.
Today, our team works across strategy, finance, operations, and growth — embedded directly inside client organizations, from founder-led companies to established industrial groups. We keep engagements lean, senior-led, and accountable to the numbers that matter.
What hasn't changed since day one: we only take on work we believe we can materially improve, and we measure ourselves the same way our clients do.
Our Mission
To give every client the clarity, structure, and confidence to make their next decade their strongest.
Rigor
We form opinions from evidence, not intuition alone.
Ownership
We stay accountable through implementation, not just the pitch.
Candor
We tell clients what they need to hear, delivered with respect.
Leadership
The people setting the direction.
Elena Marsh
Managing Partner
David Kwan
Head of Finance Advisory
Sofia Ortega
Head of Operations
James Turner
Director, Growth & Marketing
Milestones
Two decades of measured growth.
2008
Meridian founded
Opened our first office with a team of four, focused exclusively on operational turnarounds.
2013
Financial Advisory practice launched
Expanded into capital strategy and financial planning as demand grew from existing clients.
2018
100th client milestone
Crossed 100 completed engagements across manufacturing, logistics, and professional services.
2026
240+ clients, four practice areas
Today Meridian operates across strategy, finance, operations, and growth for clients worldwide.