Practice 01 / 06

Corporate Strategy

Defining where to compete, how to win, and where to allocate capital in an era of accelerating disruption and compressing strategic cycles.

430+
Strategy engagements since 2018
2.8×
Median client ROI
92%
Repeat engagement rate
Practice Overview

Our Corporate Strategy practice helps leadership teams make the highest-stakes decisions with clarity and conviction. We combine rigorous analytics with deep sector knowledge to define growth pathways, competitive positioning, and portfolio architecture that create lasting shareholder value. In a world where strategic cycles have compressed from years to quarters, where new entrants disrupt billion-dollar incumbents in months, and where geopolitical volatility rewrites the rules overnight — the quality of strategic thinking is the single greatest determinant of enterprise survival. Over the past decade, our strategy engagements have generated a median 2.8× return on the total investment in our fees — validated by independent audit.

Our service areas

Growth Strategy & Market Entry

We identify and size the most attractive growth corridors — organic and inorganic — then build actionable roadmaps to capture them. Our approach integrates proprietary market models, competitive wargaming, and customer-economics analysis to give boards a fact-based growth thesis that withstands scrutiny from investors, activists, and the market itself.

Market SizingWhite-Space AnalysisEntry SequencingCompetitive WargamingRevenue ModelingGo-to-Market
Portfolio Strategy & Capital Allocation

We help multi-business companies decide where to invest, divest, and double down. Our portfolio optimization framework evaluates each unit on market attractiveness, competitive position, strategic synergy, and capital intensity — maximizing total enterprise value. We have advised on $40B+ in portfolio restructuring decisions.

Portfolio DiagnosticsDivestiture PlanningCapEx PrioritizationSynergy MappingConglomerate Discount
Competitive Advantage & Positioning

Sustainable competitive advantage is increasingly rare. We help clients identify and reinforce their most defensible positions — whether through cost leadership, differentiation, ecosystem orchestration, or customer lock-in — and stress-test them against future scenarios including AI disruption, regulatory change, and new entrants.

Moat AnalysisScenario PlanningValue PropositionPricing StrategyCompetitive Intel
CEO Agenda & Board Advisory

We serve as a confidential sounding board for C-suite executives and board directors navigating inflection points — CEO transitions, activist engagement, strategic pivots, succession planning, and major capital decisions that define the trajectory of the enterprise for a decade.

Board EffectivenessCEO TransitionActivist DefenseStrategic OffsiteSuccession
Private Equity Value Creation

In a higher-rate world, PE returns depend on operational value creation, not financial engineering. We partner with portfolio companies and their sponsors to build 100-day plans, operational improvement programs, and strategic repositioning initiatives that drive measurable EBITDA improvement and support premium exits.

100-Day PlansEBITDA ImprovementExit ReadinessCommercial DiligenceAdd-On Strategy
Corporate Transformation & Turnaround

When the status quo is no longer viable — declining market position, margin compression, activist pressure, or existential disruption — we design and execute wholesale corporate transformations with the strategic rigor of a consulting firm, the urgency of a turnaround advisor, and the operational depth of interim management.

Turnaround StrategyCost RestructuringOrg RedesignPerformance MgmtStakeholder Comms
Our Approach

Five phases, one outcome: clarity

1
Strategic Immersion
We embed with your leadership team to understand the competitive landscape, organizational dynamics, financial architecture, and political realities that shape your strategic options. We surface the real constraints — not just the visible ones.
Weeks 1–3
2
Hypothesis Development
We formulate bold, testable hypotheses about where the greatest value lies — then pressure-test each one with proprietary data, expert interviews, competitive benchmarking, and scenario modeling. We kill weak hypotheses fast.
Weeks 3–6
3
Strategic Architecture
We build the strategic blueprint: a sequenced set of moves with clear resource requirements, risk mitigations, financial projections, and governance milestones your board can act on with confidence.
Weeks 6–9
4
Stress Testing & Alignment
We war-game the strategy against adversarial scenarios — competitive response, macroeconomic shock, regulatory change, talent attrition — and refine until robust. Then we align every stakeholder: board, C-suite, and investors.
Weeks 9–11
5
Activation & Embedding
Strategy without execution is theater. We stay through the critical first 100 days — embedding into working teams, establishing OKRs, tracking leading indicators, and coaching leaders through the hardest moments of the transition.
Weeks 11–20+

Selected engagements

Results our clients have permitted us to share.

Financial Services
Repositioning a top-10 US bank for the embedded finance era
$2.1B
New revenue identified
18mo
To first milestone

Helped the CEO and board redefine competitive positioning around platform economics, resulting in a new digital-native business unit and a three-year strategic acquisition program.

Read full case
Industrial Conglomerate
Portfolio restructuring for a Fortune 100 manufacturer
34%
TSR improvement
3
Divestitures executed

Led a comprehensive portfolio review identifying three non-core businesses for separation, unlocking the conglomerate discount and refocusing $8B in capital on highest-ROIC segments.

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Private Equity
100-day value creation plan for a PE-backed healthcare platform
$420M
EBITDA improvement
2.4×
Exit vs. entry multiple

Built the strategic and operational value creation plan for a newly acquired healthcare services platform. Revenue grew 68% through organic expansion and disciplined add-on acquisitions, culminating in an exit at 2.4× the entry multiple.

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Consumer Goods
Competitive repositioning against DTC disruptors for a legacy CPG brand
22%
Market share recovery
$1.8B
Brand value restored

Redesigned competitive strategy around ecosystem orchestration and data-driven personalization — transforming a 90-year-old product manufacturer into a consumer platform and recovering 22 points of share within 30 months.

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Practice Leadership

Meet the partners who lead this work

JK
James Kingsley
Global Head, Corporate Strategy
30 years advising Fortune 100 CEOs on growth strategy and portfolio transformation. Former McKinsey senior partner. Board advisor to three NYSE-listed companies. MBA, Harvard Business School.
AN
Ayumi Nakamura
Partner, Asia-Pacific Strategy
Leads cross-border growth engagements across APAC. Previously COO of a $4B technology platform. Expert in market entry for Japan, Korea, and Southeast Asia. MBA, Wharton.
RP
Rafael Pereira
Partner, Portfolio Strategy
Expert in capital allocation and conglomerate restructuring. Advised on $40B+ in divestitures and spin-offs. Former head of corporate strategy at a Fortune 50 industrial. MBA, INSEAD.
CM
Catherine Mitchell
Partner, Private Equity Value Creation
12 years at a top-3 PE firm before joining Meridian. Leads value creation for portfolio companies across healthcare, technology, and business services. MBA, Stanford GSB.

Meridian helped us see around corners we didn't know existed. Their work reshaped how our entire board thinks about long-term value creation. What sets them apart is not their frameworks — every firm has frameworks — it's their willingness to challenge our assumptions and the courage to tell us what we didn't want to hear.

Sarah Chen-Whitfield
Chief Executive Officer
Fortis Global Industries

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