Loans
Personal · Business · Mortgage
Structured lending from $10K to $50M with transparent terms, competitive rates and decisions in as little as 48 hours.
- Fixed & variable rates
- No hidden fees
- Fast pre-approval
Typical tickets $10K – $50M
Est. 2003 · Advisory · Capital · Execution
Capital and counsel
you can build on.
Meridian Capital Partners arranges loans, structures project finance, manages investment portfolios and advises the people behind them — with the discipline of a private bank and the speed of a boutique.
$4.2B
Capital deployed
1,800+
Clients advised
22
Years in market
98%
Client retention
Services
Four disciplines,
one team.
Every engagement is led by a senior partner. We do the work — the modeling, the structuring, the negotiation — so you get one voice from mandate to close.
Start an applicationProject Funding
Infrastructure · Real estate · Energy
Debt, equity and hybrid capital for mid-market to institutional projects — from feasibility through close.
- $5M – $500M tickets
- Global syndication
- Milestone-based draws
Typical tickets $5M – $500M
Financial Advisory
Planning · Tax · Succession
Fiduciary advice for individuals, families and founders. We design plans that survive markets and generations.
- Fee-only, unbiased
- Tax-optimized strategy
- Estate & succession
Investment Management
Portfolios · Alternatives · ESG
Actively managed portfolios across public and private markets, calibrated to your mandate and time horizon.
- Custom mandates
- Alt & private access
- Quarterly reviews
Typical tickets From $250K
How we work
A disciplined path
from brief to close.
01
Discovery
A confidential conversation to understand your goals, constraints and timelines.
02
Structuring
Our team designs a facility, portfolio or plan tailored to your risk and horizon.
03
Execution
We coordinate lenders, counsel and counterparties end-to-end until close.
04
Stewardship
Ongoing reviews, reporting and adjustments as your position evolves.
Fiduciary by charter
Independent, fee-transparent, and free of proprietary product quotas.
Senior-led delivery
A partner owns every mandate. No handoff, no junior analysts on the frontline.
Institutional speed
Term sheets in days, closes in weeks — with the paperwork of a Tier-1 desk.
People
The partners who
own your mandate.
No handoff to a junior desk. The person you meet is the person who structures the facility and sees it through to close.
- PJ
Philip Johnson
Senior Financial Expert & Loan ConsultantLeads structured lending mandates end to end, from underwriting through to close, and owns the lender relationships that get a facility placed on the right terms.
- Structured lending
- Underwriting
- Lender syndication
- TN
Thomas Noah
Senior Financial Expert & Loan ConsultantAdvises founders and family balance sheets through liquidity events, with a focus on tax positioning and the sequencing of decisions around a sale or refinance.
- Financial planning
- Tax positioning
- Refinancing
- PL
Paul Leechang
Senior Financial Expert & Loan ConsultantStructures project and asset-backed finance for infrastructure, real estate and energy, stress-testing the model before it ever reaches a credit committee.
- Project finance
- Asset-backed lending
- Credit structuring
Clients
Trusted by founders,
families and funds.
“Meridian arranged a $28M project facility in under six weeks. Their team ran a tighter process than banks three times their size.”
Daniel Vespoli
CFO, Halcyon Infrastructure
“They rebuilt our family's balance sheet after a liquidity event. Calm, precise, and never once conflicted.”
Marcus Delacroix
Founder, Delacroix Holdings
“The advisory team caught tax exposure our previous firm missed for years. Direct, senior and worth every basis point.”
Priya Ranganathan
Managing Partner, Riven Capital
Contact
Let’s talk about
what you’re building.
Share a few details about your mandate. A partner will respond within one business day — under NDA if you prefer.
- +1 (212) 555 · 0140
- partners@meridiancp.com
- 200 West Street, 34th Floor · New York, NY
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