# McKinsey-style Presentation Template

Transform strategy discussions into professional consulting and capability presentations with data-driven analysis and clear recommendations.

## Meridian Capital Advisors — Capabilities Overview

### Prepared for: Prospective Clients  
### April 2026  
### CONFIDENTIAL AND PROPRIETARY — Not for distribution

## Mid-Market Companies Consistently Leave 15–25% of Transaction Value on the Table

The market is large and growing

- **Mid-market M&A volume** reached **$380B in 2025**, growing at 11.7% CAGR — 3x faster than large-cap advisory.
- Over **4,200 transactions** annually, with median deal size of **$90M**. The segment represents the most active and underpenetrated tier of U.S. M&A.

Current advisors are structurally misaligned

- **67% of mid-market sellers** receive only one bid, leaving significant value undiscovered.

### Meridian fills the gap with measurable results

Across 47 engagements and **$2.1B in closed transactions**, Meridian clients achieve a **94% close rate** and **23% premium** above initial valuation guidance.

## Key Market Metrics
|                    |                     |
|--------------------|---------------------|
| Annual deal volume (2025) | $380B               |
| Annual transaction count    | 4,200+            |
| Median EV/EBITDA multiple    | 14.2x             |
| Sellers receiving only one bid | 67%                |
| Advisory fee pool (SAM)      | $4.2B             |

## Meridian's Target Fee Pool Is $4.2B — Growing 3x Faster Than Large-Cap M&A Advisory

### Why mid-market grows faster
- Baby Boomer business owners accelerating exits — 10,000 businesses reaching transition annually.
- Private equity dry powder at record **$1.2T**, increasingly targeting mid-market platforms.

### Why supply of advisors is constrained
- Bulge bracket economics require **$500M+** deal sizes — mid-market fees don't cover overhead.
- Business brokers lack sector expertise and buyer networks to run competitive processes.

## Meridian Addresses All Four Points of Value Leakage Across the M&A Lifecycle
1. **Prepare**: Exit Readiness Scorecard
2. **Market**: Confidential Information Memorandum
3. **Negotiate**: Diligence Report + Value Bridge
4. **Integrate**: Integration Roadmap + Synergy Tracker

Industry average: companies engage advisors at the “Market” stage. Meridian begins at “Prepare.”

### Our 8-Week Exit Readiness Program Systematically Closes Value Gaps
- **Week 1–2**: Business Quality Assessment
- **Week 3–4**: Buyer Universe Mapping
- **Week 5–6**: Value Gap Analysis
- **Week 7–8**: Market Positioning  
**Result:** Clients who complete the full program sell for **23% above** initial valuation guidance.

## Proprietary Advantages Create a Durable Moat Against Both Large Banks and Boutiques
1. **Sector Depth**: 6 covered sectors: Healthcare, Tech-Enabled Services, Business Services, Industrial, Consumer, Financial Services.
2. **Proprietary Buyer Network**: 1,400+ pre-qualified buyers.
3. **Process Discipline**: Meridian Value Maximization Framework™.  
94% close rate vs. 71% industry average across all deal sizes and sectors.

## Representative Transactions
| Company                       | Sector                     | Type               | Deal Value  | Multiple      | vs. Guidance |
|-------------------------------|---------------------------|--------------------|------------|--------------|--------------|
| Pacific Dental Partners       | Healthcare                 | Sell-side          | $215M     | 12.4x EBITDA | +18%        |
| CloudLogic Systems            | Tech-Enabled Svcs         | Sell-side          | $87M      | 9.8x EBITDA  | +24%        |
| Apex Industrial Holdings       | Industrial                 | Buy-side DD        | $340M     | 8.1x EBITDA  | Risk averted |
| Summit Home Services          | Consumer                   | Exit Readiness + Sale | $62M   | 11.2x EBITDA | +31%        |
| Vector BPO Group             | Business Services          | PMI Advisory       | $158M     | —            | $22M synergies |

## Meridian Clients Outperform on Every Benchmark Metric
| Metric                                   | Industry Average | Meridian Clients   | Difference |
|------------------------------------------|------------------|-------------------|------------|
| Deal close rate                          | 71%              | 94%               | +23pp      |
| Competing bids per process               | 1.4x             | 4.2x              | +3.0x      |
| Premium vs. initial guidance             | +4%              | +23%              | +19pp      |
| Days from mandate to close               | 214 days         | 132 days          | −38%       |
| Post-close value retention (12 mo.)     | 68%              | 89%               | +21pp      |

## Three Sequential Growth Vectors Will Deliver $84M Revenue by 2030
### Revenue ($M) and EBITDA Margin (%)
| Year          | Revenue      | EBITDA Margin |
|---------------|--------------|---------------|
| 2026          | $18M         | 22%           |
| 2027          | $26M         | 27%           |
| 2028          | $34M         | 31%           |
| 2029          | $57M         | 35%           |
| 2030          | $84M         | 38%           |

### Three Concrete Actions to Capture Your Full Transaction Value in the Next 90 Days
| #  | Action                                         | Owner                           | Timeline      | Expected Output                                        |
|----|-----------------------------------------------|--------------------------------|----------------|------------------------------------------------------|
| 1  | Schedule 60-minute Value Discovery Call      | Prospective client + Meridian | This week      | M&A readiness assessment + exit range estimate       |
| 2  | Receive Complimentary Market Positioning Brief| Meridian                        | 5 business days| Buyer universe map + preliminary valuation range     |
| 3  | Engage on Exit Readiness Retainer            | Prospective client             | Within 30 days | 8-week program; fee credited against success fee     |