Welcome to Meridian Service Partners.

Translating strategy into structure, process and execution.

Meridian Service Partners is a boutique investment banking firm focused exclusively on the insurance industry including property, casualty, life, health and reinsurance companies with an emphasis on insurance brokerage, managing general agencies and other related service companies. 

With an extensive principal investing background and insurance investment banking experience, we combine the best practices and expertise of the bulge bracket investment banks with the specialized knowledge and client focus of an industry boutique. 

Meridian professionals have experience in all sectors of the insurance industry and in-depth knowledge of the important industry trends and players.   

Our services include:

• Capital Markets
• M&A Advisory
• Strategic Consulting