Our Funds

Meridian Healthcare Opportunities Fund II represents our flagship vehicle for middle-market healthcare investments, building on the successful track record established by Fund I. The fund focuses on control and significant minority investments in healthcare services companies with strong fundamentals and clear paths to operational improvement.

Fund II targets companies in the revenue cycle management, healthcare IT, and specialty provider services sectors. We seek businesses with $10M-$50M in EBITDA that can benefit from our operational playbook and industry relationships. Our investment approach emphasizes partnership with founder-owners and management teams committed to long-term value creation.

Our inaugural fund, Meridian Healthcare Opportunities Fund I, established our investment thesis in healthcare services and set the foundation for our platform approach. Fund I is now substantially invested with a portfolio of seven high-quality healthcare companies across our core sectors.

The fund has demonstrated strong early performance through disciplined execution of our value creation playbook, including strategic add-on acquisitions, operational improvements, and technology investments. Portfolio companies have collectively added over 400 employees and expanded into 12 new markets since investment.

Meridian Medical Equipment Partners I is our sector-specific fund dedicated exclusively to the medical device and equipment manufacturing industry. This specialized vehicle allows us to deploy deeper expertise in navigating FDA regulations, manufacturing optimization, and distribution channel development.

The fund targets lower middle-market manufacturers with differentiated products, strong quality systems, and opportunities for growth through geographic expansion or product line extension. We particularly focus on companies serving cardiology, radiology, surgical, and diagnostic imaging markets where clinical innovation drives sustainable competitive advantage.

Meridian Clinical Quality Fund I represents our newest investment strategy, focused on companies that improve clinical documentation quality, regulatory compliance, and patient care reporting accuracy. This fund addresses the growing demand for services that help healthcare providers maintain quality metrics while managing increasing documentation burdens.

Fund investments target businesses providing patient care report auditing, clinical documentation improvement services, quality assurance programs, and compliance consulting to hospitals, EMS agencies, and physician groups. The fund emphasizes technology-enabled service models that combine clinical expertise with scalable software platforms.