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Turn Technology Spend Into Portfolio Performance

We embed operators inside portfolio companies to turn existing technology into measurable EBITDA impact—fast. Live in weeks. Proven in production. No pilots. No theater.

Why PE Firms Use Meridian

Meridian provides execution leverage without adding permanent headcount. We reduce post-close execution risk, accelerate value creation, and leave behind operating systems that continue to run through exit. We are not a consultant and we are not a software vendor. We operate inside the business until performance is real, repeatable, and owned by the team.

Engagements

Meridian’s engagements are designed to move quickly from intent to execution. We embed operators to take a defined scope from clarity into production, launching real workflows and running them until performance is visible and repeatable. We scale only what proves impact and exit once ownership is fully transferred.

Each engagement is time-boxed by design, with clear scope, accountability, and a defined path to handoff. The result is operating capability that holds after we leave, without creating dependency or expanding headcount.

Technology Strategy & Transformation


• Art of the possible envisioning
• Stakeholder consensus
• Defined operational outcomes
• Technology roadmap and execution plan
• Capability Matrix
• Human in the loop design

Implementation & Execution

• Technology Selection Matrix
• RFP creation & Management
• Vendor Selection & Management
• PM the Development & Implementation
• Team training on new platforms
• Org and Job function optimization

Adoption Management

• Organizational mindset shift toward innovation
• Stronger overall “change muscle” and infrastructure
• Improved employee engagement
• New and progressive idea generation coming from teams AND leadership

Growth Strategy & Execution

• New Products & Services
• Market Positioning
• Pricing
• Sales Effectiveness

Technology we operate.

Meridian is vendor-agnostic by design. Most portfolio companies already own more technology than they actively use, so our first priority is extracting operating value from what is already in place. We focus on utilization, workflow integration, and decision-making before recommending any new investment.

When new technology is required, it is introduced deliberately. Meridian evaluates and deploys tools only when there is a clear operating case, named owners, and a defined return threshold. Technology decisions follow operating reality, not hype or vendor pressure.

If it does not drive measurable performance, we do not deploy it.

Artificial Intelligence

  • Enterprise Use Cases
  • AI Agents
  • LLM build out & Integration
  • ML Ops & Transformation Layer

Automation

  • Job Function & Work Flow
  • Automation
  • RPA
  • Robotics

Simulation

  • Learning & Development
  • Job knowledge & training
  • Machinery troubleshooting & maintenance

Legacy Tech Migration

  • Technology modernization
  • Legacy code & function migration
  • Architecture streamlining 

IOT & Distributed Computing

  • Edge Computing
  • Networking & Connectivity
  • Remote applications

Data

  • Data Pipelines & Lakes
  • Ontologies & Semantic Layers
  • Cloud , On-Prem, & Hybrid Architecture
CPG
Manufacturing
Private Equity
Retail
Technology

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CPG

• Demand forecasting and allocation
• Revenue Growth Management
• Dynamic Pricing and SKU Optimization
• NBO & Campaign Optimization
• Supply Chain and raw material forecasting

Case Study Coming Soon!

CPG
Manufacturing expertise that matters

Manufacturing has long been ripe for technological advancement and waste elimination. Our team has decades of experience in both operational efficiency and advanced technology implementation and adoption. From predictive maintenance, throughput optimization, robotics, and edge computing. When planning for the future of your manufacturing or production operation we will help define the use cases, develop the strategy, manage implementation and adoption assuring you get the desired future state that you want.

Manufacturing
Private Equity

• Value Creation Planning
• Technology Due Diligence
• Operations
• Growth Strategy
• Cost Optimization
• CTOaaS

Private Equity
Retail
  • Frontline worker training
  • Dynamic customer targeting for promotions and offers
  • Cross-sell + Up-sell analysis
  • Critical machine training and trouble shooting
  • Global supply chain modernization
  • Content and Campaign generation
Retail
Helping Technology Companies Grow

We work with a wide range of technology companies from growing brands and companies needing to pivot to established firms that need real results. The majority of our firm being technology industry veterans, we specialize in GTM, product positioning, internal tooling and platform adoption, and product roadmap prioritization & execution. We can engage on specific short turn around engagements all the way to full time CTOaaS.

Technology

Explore the possibilities with us.

For inquiries or collaborations, reach out to our team to discuss how we can drive your business forward with technology-led solutions.

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