PRIVATE EQUITY FOR FINANCIAL ADVISORS AND ADVISORY FIRM OWNERS
Partnering with purpose and wholehearted commitment.
Liquidity, growth and succession without selling the firm.
Just Exploring
At some point, every firm owner starts asking a different set of questions.
It’s usually not about revenue anymore. It’s about what the business is worth and what happens to it next.
- What is my business worth to someone else?
- Could it run without me at the center of it?
- Is there a succession plan that really works, or is it just an assumption?
- And what happens if I wait too long?
These aren’t end-of-career questions. They’re ownership questions. Most firm owners start asking them long before they’re ready to act on them.
That's where Meraki comes in.
A different kind of partnership, by design.
Most firms in this space want to buy your business outright. Full acquisition, defined exit, done.
Meraki operates on a different idea.
We take a share of your firm. You take a share of ours. When one grows, both grow. That capital can fuel whatever comes next, whether that’s expansion, acquisitions or team development.
You don’t just need capital. You need a partner who shows up after the check clears.
How it Works
Our Partners
$2.5B
Advisory Assets
17
Partner Firms
28
Owner-Partners
15
States
Partner headquarters
Additional Partner Offices
*As of September, 2026
Where Would You Start?
You don’t have to be ready for a full transition to start building toward one.
Mer•á•ki:
To leave a piece of yourself, your devotion, and your love in your work.
Building Enterprise Value
Most firm owners focus on growing revenue, serving clients and building a business that reflects who they are.
But revenue and enterprise value aren’t the same. Revenue is what your firm earns, and enterprise value is what it’s worth. Meraki helps you build the value beneath the revenue.
What's my firm worth?
The question isn't whether you'll eventually face a transition.
It's whether you'll be ready for it.
Whether you’re thinking about succession, growth, or what your firm could become with the right partner, Meraki is built to meet you where you are.
