Independent Private Capital and Strategic Transactions Firm
Private Capital. Structured Solutions. Transaction Execution.
Meridian Transaction Group originates opportunities, structures transaction solutions, assembles independent capital providers and execution professionals, and directs complex transactions through closing.
MTG helps sponsors, developers, business owners and family offices transform complex opportunities into financeable and executable transactions.
- Capital
- Opportunities
- Relationships
- Structuring
- Execution
01 — The Firm
One Coordinated Execution Architecture
Meridian Transaction Group transforms complex opportunities into financeable, institutionally executable transactions. Retained by sponsors, developers, landowners, business owners, issuers and family offices, MTG evaluates the asset, sponsor, financial model, sources and uses, collateral, guarantees, repayment capacity and downside scenarios. We design the capital stack, prepare the data room and coordinate execution through closing across U.S. and European real estate, operating-company and asset-backed mandates.
Our independence is structural: we carry no product we are required to sell. Each structure follows the analysis and may combine senior or construction debt, bridge financing, private credit, mezzanine debt, preferred or joint-venture equity, structured credit, refinancing or recapitalization. MTG identifies appropriate providers and coordinates diligence, proposals, negotiations, commitments and closing.
One mandate. One execution roadmap. One team holding every workstream together.
02 — Divisions
Four divisions, one coordinated mandate.
Most transactions draw on several divisions at once. They are presented separately because the disciplines are distinct, not because they are delivered in isolation.
01
MTG Capital Solutions
Sponsor-side coordination of debt, equity, refinancing and recapitalization solutions.
02
MTG Structured Solutions
Private-note architecture, SPV and SPC structures, and institutional issuance-infrastructure coordination.
03
MTG Strategic Transactions
Deal origination, acquisitions, real estate development opportunities, joint ventures, recapitalizations and special situations.
04
MTG Principal Ventures
Selective co-sponsor, co-GP and principal participation in transactions where MTG acts for its own account.
03 — Transaction Process
Originate → Structure → Assemble → Execute → Close
One process, one owner of the critical path, from the first conversation through funding.
01
Originate
Identify or develop a compelling opportunity.
02
Structure
Develop the capital stack, ownership framework, financing strategy and exit plan for the sponsor.
03
Assemble
Coordinate the appropriate capital and execution professionals.
04
Execute
Manage underwriting, diligence, documentation and negotiation workstreams.
05
Close
Coordinate the parties and closing requirements through funding.
04 — Independent Execution Network
Independent Execution Network
MTG works with independent capital providers and professional firms selected according to the requirements of each transaction. These parties are not employees, affiliates or agents of MTG unless expressly stated. Their participation is subject to separate engagement, diligence, availability and applicable law.
05 — Selected Experience
Selected Experience
Documented experience across private administration, operating businesses and real estate development.
Current MTG Engagement
Private Family-Office Administration
Non-discretionary administrative and transaction coordination for a private single-family office overseeing more than US$100 million in family assets across multiple entities and jurisdictions.
The figure represents family assets overseen by the family office. It does not represent MTG assets under management. MTG does not provide investment advice, investment management, custody or discretionary authority.
Current MTG Engagement
Payment-Services Administration
Administrative, reporting and provider coordination for a privately held merchant-services business supporting a merchant portfolio that generated approximately US$250 million in monthly gross payment volume during a recent reporting period.
The reported volume belongs to the underlying merchant portfolio. It is not MTG revenue, assets under management or payment volume processed by MTG. Processing is performed by independent third-party providers.
Historical Principal Experience
Hospitality Development — Principal Experience
Origination, concept development and professional-workstream coordination involving a hotel-development site in Orlando, Central Florida.
Historical experience of the Principal. No representation is made that the project was financed, funded, acquired, completed or developed by MTG.
Historical Principal Experience
Residential Development — Principal Experience
Origination, evaluation and professional-workstream coordination across townhouse developments, speculative residences, condominium acquisitions and residential assemblages in Central and South Florida.
Historical experience of the Principal involving project origination, concept development, preliminary underwriting and coordination with independent design, construction, brokerage and legal professionals. No representation is made that every project was acquired, financed, completed or sold by MTG.
06 — Base and Coverage
One office in Miami. Coordination across jurisdictions.
MTG is based in Miami and coordinates cross-border transaction workstreams through independent service providers and strategic counterparties in jurisdictions including Switzerland, Luxembourg and the Cayman Islands.
Miami, Florida, United States
Sole office
United States
Home jurisdiction. Transaction development, structuring and execution coordination from Miami.
Switzerland
Coordination with independent providers on cross-border capital and paying-agent workstreams.
Luxembourg
Coordination with independent providers on EU-domiciled vehicles and administration.
Cayman Islands
Coordination with independent providers on offshore vehicle and issuance architecture.
Independent providers and strategic counterparties are not offices, branches, employees, subsidiaries, affiliates or agents of MTG unless expressly identified as such under a documented relationship.
07 — Common Questions
What MTG does, in plain terms.
Direct answers to the questions sponsors, landowners and capital providers ask first.
What does Meridian Transaction Group do?
Meridian Transaction Group is an independent private-capital and strategic-transactions firm. It originates opportunities, structures transaction solutions, assembles independent capital and execution professionals, and coordinates complex transactions from concept through closing. MTG performs sponsor-side deal origination, transaction structuring, administration, capital coordination and execution management.
Who does MTG work with?
MTG works with real estate sponsors and developers, landowners, business owners, issuers, family offices, institutional capital providers, lenders and strategic transaction counterparties.
What types of transactions does MTG coordinate?
Acquisitions, ground-up development, refinancings, recapitalizations, real estate joint ventures, private note and structured issuance programmes, cross-border transaction structures and special situations.
Does MTG provide debt and equity solutions?
MTG coordinates debt and equity solutions on the sponsor side. It develops the capital stack, defines the financing strategy and coordinates independent lenders, private-credit providers and equity partners. The capital itself is provided by independent third parties under separate engagement, diligence and applicable law.
Begin a conversation
Most MTG mandates begin as a question about structure. Bring the question.