The CRM built for corporate M&A

Organize pipelines by vertical, streamline execution, and deliver board-ready reporting with an AI-native CRM that runs in the background.

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Why corporate M&A firms choose Meridian

The AI-powered CRM designed for disciplined execution and board-level reporting

Organize by vertical

Track opportunities by business unit, geography, or strategic theme, so sourcing aligns with corporate priorities.

Coverage map showing healthcare categories and companies positioned on a graph with axes labeled 'Prioritized' and 'Stage'.

Execution discipline

Manage workstreams, timelines, and approvals in one platform, keeping cross-functional stakeholders aligned.

Dashboard showing deals for Starlight Solutions 2024 with info on attachment, deal team, hold size $77.5m, LTV 35.4%, returns 12.94%. Deal list includes Umbrella Corporation and SurgeSync with caution decisions, SwiftCart declined, and Starlight Solutions proceed decision.

High adoption, zero friction

Outlook-first, automated tagging, clean interface, so your team doesn’t need to change how they work.

Mobile screen showing an Investment Committee meeting scheduled for Monday, June 19 at 9:30 AM with agenda and deals including Starlight Solutions Buyout 2024; email sync status partially visible behind.

Board-ready reporting

Build standardized dashboards and reports for CFOs and boards, without relying on manual Excel exports.

Screenshot of an active deals dashboard showing a list of four deals with stages and attached PDF files, overlaid on a bar chart indicating deal counts rising monthly from 2 in February to 17 in June.

The CRM purpose-built for corporate M&A

From sourcing to diligence to execution, Meridian helps corporate development teams stay organized and report with confidence.

AI-Powered Sourcing

Align deals with strategy, not chance

Meridian helps M&A teams spot opportunities that align with strategic priorities and act at the right time.

Market Mapping: Identify targets by sector, geography, or business unit.

Signal Alerts: Get notified when companies raise, launch, or restructure.

Predictive Sourcing: Spot trends tied to your strategic roadmap.

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automated workflows

Eliminate manual data entry

Meridian auto-tags banker outreach, NDAs, and diligence docs to the right deal, keeping pipelines clean without manual work.

Outlook Sync: Capture banker outreach, NDAs, and target communication.

Auto-Tagging: Link decks, calls, and diligence docs to the right pipeline.

AI Extraction: Tear sheets auto-generated from CIMs and presentations.

Built-In Intelligence

Reporting without spreadsheet chaos

Real-time visibility into pipelines and CFO- and board-ready reports, without manual spreadsheets.

26M+ Enriched Company Records: Proprietary + public data bundled in.

Benchmarking: Compare multiples, terms, and outcomes to validate deals.

CFO & Board Reporting: Consistent, board-ready reports and dashboards.

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Frequently Asked Questions

Is Meridian secure enough for corporate M&A teams?

Yes. Meridian uses enterprise-grade security protocols, including SOC 2 compliance, SSO support, and full encryption, trusted by leading corporate M&A teams.

How does Meridian help with execution discipline?

Meridian manages pipelines, workstreams, and approvals in one place, giving corporate M&A teams visibility across stakeholders and ensuring no deal slips through the cracks.

Can we organize pipelines by vertical or strategy?

Yes. Meridian supports custom pipeline views by business unit, geography, or strategic theme so sourcing aligns with corporate priorities.

Where does the data come from?

We source from proprietary and public providers (the same as PitchBook and FactSet) and bundle them into Meridian at no extra cost. We also support third-party integrations.

Will we lose any of our historical data during migration?

No. Meridian imports, cleanses, and enriches your historical target, contact, and activity data, strengthening your foundation rather than just transferring it.

What integrations does Meridian support?

Meridian integrates with Outlook, SharePoint, OneDrive, Box, and Google Workspace, ensuring banker outreach, documents, and meetings sync automatically to the right deals.

Will my team actually adopt this?

Yes. Meridian is Outlook-first and runs in the background. Automation replaces manual entry, making adoption natural for cross-functional teams.

Explore Meridian’s core capabilities

Deal flow management

A dashboard showing Pipeline Review Meeting details dated Monday, June 19 from 9:30 to 10:30 AM with a link to join. The table lists three deals, each in 'New Deal' stage with check sizes of $72.8mm, $62.7mm, and $77.4mm. On the right, Microsoft Outlook is shown synced with Email Sync listing SurgeSync Electronics and Peak Logistics, each with 1 recipient.

Automatic data enrichment

Powerful AI agent, Scout

Screenshot of AI-powered interface extracting data from a document with a progress bar and options to summarize, improve writing, shorten, lengthen, or simplify text.

Smart, proactive deal sourcing

Dashboard interface showing a Market Map with sectors RegTech, Fintech, Healthcare, and Industrials on the left, and a deal decision table on the right listing deals with statuses: Caution, Declined, and Proceed.