We are MERU. An operationally focused professional services firm with a different point of view. 

We are a values-driven, impact-oriented team dedicated to helping companies. We work collaboratively with management and sponsors, use subject matter experts throughout the process, and structure our fees around successful outcomes. We believe our focused and agile approach, along with our experience working in complex situations, allows us to deliver superior results for our clients. 

VALUE PROPOSITION 
Experience: Senior leaders from the world’s top professional services organizations who know how to deliver successful outcomes in highly complex situations 

Deep bench: 150+ specialized subject matter experts with operator backgrounds who uncover hidden value and get things done 

Alignment: Highly flexible performance-based fee model that is aligned with successful outcomes

Operator Mindset: Deep experience serving in interim executive roles and working hand-in-hand with management teams to get things done 

SERVICE OFFERING 
Transaction Services: 
Operational diligence 
Finance function assessment (processes, systems) 
Reporting package development (dashboards, KPIs) 
Initiative identification and implementation 
First 100-day planning 

Performance Improvement: 
360 Assessment - EBITDA & balance sheet potential 
Transformation plan development 
Chief Transformation Officer 
Cash cycle and working capital optimization 
Implementation performance management 

Turnaround and Restructuring: 
Liquidity & liability management 
Diligence strategic options 
Turnaround plan development
Capital Advisory 
Stakeholder comms / negotiations 
Chief Restructuring Officer 
Contingency planning 
Chapter 11 administration 
Debt restructuring

Data Insights:
Data Discovery and Analysis
Data Strategy and Enablement	
Solution Development: Data integration, Data visualization, Predictive analytics (AI/ML)

CLIENT BASE 
Middle market ($100M-$2B Revenue)

Professional Services

MERU

Stacy Montagner

Associate

Lilly Walker

Jeff Michael

Bryan Rose

Brian Rosenthal

Bill Jackson

Samir Saleem

Justine C.

Eddie Rogers

Jessie Bilo

Nick Campbell

Kyle Sturgeon

Jason Armes

Brian Bonaviri

The Finance and Accounting team at MERU specializes in delivering comprehensive financial analysis and strategic guidance to support clients through various stages of their business lifecycle. They assess and optimize financial processes, develop tailored reporting packages, and implement performance improvement initiatives to enhance operational efficiency and drive profitability. With a deep bench of experienced professionals, this team aligns their efforts with the client's goals through a flexible, outcome-based fee structure, ensuring that their expertise translates into tangible results for middle-market companies.

Finance and Accounting

Business Development and Partnership

Leadership Team

Finance and Accounting

About

Team members

Other teams at MERU

Business Development and Partnership

Leadership Team