Corporate Finance Advisory
CFO-level advisory for mid-market companies ($10M–$500M revenue). M&A, capital raises, and strategic finance — without the Big Four price tag or the uncertainty of boutique inconsistency.
Mid-market companies are caught in a gap. Big Four firms charge $250K–$500K+ for expertise they can barely access. Boutique shops are available, but inconsistent — one deal good, next deal impossible. And finding a full-time CFO at $300K+ annually doesn't solve anything when what you need is strategic context, not another salary line.
The result: companies either overpay for under-delivered expertise, or go without the financial leadership that protects their downside and grows their upside.
What We Do
Ongoing strategic finance leadership for companies that need a senior voice in the room — not a full-time hire. Cash flow forecasting, board reporting, investor readiness, and capital structure guidance.
Debt and equity capital raise advisory — from lender shortlists and investor materials to negotiation support. Preparing the story that gets the deal done.
13-week cash flows, 5-year financial models, scenario analysis, and M&A readiness. The planning infrastructure that makes confident decisions possible.
The Approach
Most advisory firms are in the business of growth. We're in the business of protecting what you've built while creating the conditions for what's next. That means saying no to bad deals, structuring capital carefully, and never letting the upside crowd out the downside analysis.
Serenity Smith brings nearly a decade of institutional finance from Bank of America Merrill Lynch, a Pinnacle Summit Award, and a philosophy built on protection before growth — not the other way around.
What Changes
No more guessing whether a deal structure makes sense. You have a senior financial mind analyzing every dimension before you sign.
Board packages, lender materials, and financial models that communicate your story clearly — built to the standard institutional partners expect.
The deals you don't do matter as much as the ones you do. We help you see the structural risks before you're too deep to walk away.
CFO advisory on a monthly retainer. No $300K+ hire, no benefits, no equity dilution. Just senior strategic finance, available when you need it.
Meridian Advisory serves mid-market companies ($10M–$500M revenue) across the United States. Initial consultations available for qualified inquiries.