Case study

Supporting Meridian Capital through strategic repositioning and scale

Meridian Capital engaged us to refine strategic positioning during a critical phase of organizational growth.

About

Meridian Capital is a private investment firm advising growth-stage companies across technology and financial services sectors.

Industry

Investment

Company Size

30–40 employees

Results

$55M growth in portfolio valuation

Headquarters

Singapore, Asia

As Meridian expanded its portfolio, consistent strategic communication became increasingly important.

They needed alignment across leadership, portfolio messaging, and external stakeholder communications.

“The strategic clarity helped us communicate with confidence across partners, founders, and institutional stakeholders.”

Jonathan Lee, Investment Director

Challenge

Maintaining clarity during rapid expansion.

Growth introduced fragmentation across messaging and decision-making. Different stakeholders interpreted the firm’s focus differently. This created inefficiencies and diluted strategic intent.

Outcome

Unified positioning that supported confident scale.

We aligned strategic narrative across leadership and portfolio companies. Decision frameworks became clearer and easier to communicate. This enabled stronger partner alignment and more confident long-term growth.

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