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Meridian unifies your firm's entire body of work into one source of truth - with agents that run engagement work end to end, from first query to client-ready file.
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One system that generates, retrieves, structures, and remembers.
›Build a first-draft market-entry assessment for Project Northwind - market sizing, competitive landscape, and entry options. Use our closest prior engagements.
Pulled your closest prior work and drafted the full package.
Searched 1,240 documents · 22 comparable engagements
Cited every exhibit · 310 sources
Delivered · 9 files · 6h 12m
Running · 6h 12mBuild a first-draft market-entry assessment for Project Northwind - market sizing, competitive landscape, and entry options.
Planned the assessment across four workstreams0:38
Searched the knowledge base · 1,240 docs · reranked top 602:10
Pulled 22 comparable engagements0:54
Sized the TAM bottom-up · mid-market = $50–500M1:22
Ranked entry options by margin vs. execution risk0:49
Generated deck, model & exec summary4:30
Done - drafted a 48-slide deck, a 6-exhibit model, and a 3-page exec summary in your template. Every exhibit cited (310 sources).
No input neededBrief: Project Atlas market-entry assessment. Use our closest prior engagements, and lead with the answer.
On it - I'll run this end to end. Here's the plan:Drafting market sizing
Pulling comparable engagements
Building competitive landscapeIn progress
Modeling entry options
Writing executive summary
Citing every exhibit
Running in the background · 6h 12mYou can close your laptop
Delivered in your firm's formatProject Northwind - Market EntryAddressable market by segment ($B)
28
41
64
58
44
30
MassValueMidUpperPremiumSpec.
Northwind_Deck.pptx · ConfidentialMERIDIAN & CO.
STRATEGY PRACTICE · 280 PARK AVENUE, NEW YORK
June 2026
Re: Project Northwind - Market-Entry Recommendation
Dear Board, this memo summarizes our recommended market-entry approach, grounded in twenty-two comparable engagements across the beverages sector.
We recommend a three-part approach:
1.Enter the mid-market segment ($50–500M) first.
2.Lead with beverages as the category wedge.
3.Expand into adjacent categories in years two and three.
Modeling indicates an 18% margin uplift by year three, with payback inside eighteen months and a TAM of $64B in the served segment.
We propose a two-week validation sprint to pressure-test the model with management, followed by a board-ready readout. Full methodology, the comparable set, and all sources accompany this memo.
We would welcome the opportunity to discuss the findings at your convenience.
Respectfully,
The Strategy Practice · Meridian & Co.
Y1Y2Y3Y4Y5
Revenue120168240312404
EBITDA315284121168
01 · Generation
Delegate the work
Knowledge base · 412,000 documents All reviewedRetailCo_PricingGtN_ModelPayer_SegmentationPrice_CorridorLaunch_PlaybookDD_ChecklistIntegration_PlanValuation_v4LOI_TemplateOps_Review_Q3Synergy_ModelMarket_Scan_24+ 411,988 more across every practice and office
RetailCo Operations Review
Final report · page 14 of 38 · Network Rationalization
3.2 DISTRIBUTION FOOTPRINT
The network was reviewed across all twelve facilities, with throughput, labor, and transportation cost modeled at the SKU level. Consolidation reduced fulfillment cost by 14% in the first year.We recommend closing the Newark facility and routing volume through the Columbus hub, saving an estimated $4.2M annually.Cited as [12]
3.3 SERVICE LEVELS & PAYBACK
Sensitivity analysis shows the recommendation holds under a ±15% demand swing across all modeled scenarios.Payback is under nine months including severance and transition cost, while service levels held at 98.6% on-time throughout the transition.Cited as [13]
3.4 IMPLEMENTATION & ROLLOUT
Implementation began in Q3 and completed two weeks ahead of the original eighteen-month plan, with no disruption to peak-season volume. The Columbus hub absorbed redirected volume within six weeks.Carrier contracts were renegotiated to lock in the savings through FY27, and a quarterly review cadence was established with the operations committee to monitor service levels and unit cost.We recommend extending the same network logic to the West-coast facilities in the next phase, where preliminary modeling suggests a further 6–9% cost reduction.Confidential · prepared for RetailCo · do not distributeConnected knowledge bases · whole firmPast Engagements
8,400 documents · updated 2d ago
ABC+38
Proposals & Pitches
2,100 documents · updated 2d ago
DE+12
Financial Models
1,650 documents · updated 2d ago
FGH+9
Industry Research
3,200 documents · updated 2d ago
JK+21
Templates & Playbooks
940 documents · updated 2d ago
LMN+6
Client Deliverables
5,700 documents · updated 2d ago
PQ+44
Search results · 5,210 matchesProject_Northwind_DD.pptx AccessibleBeverages_Market_Model.xlsx AccessibleEngagement_Scope_Memo.docx AccessibleAcquisitions_2024_Confidential.xlsxRestrictedPartner_Comp_Review.pptxRestrictedComparable_Engagements.pdf AccessibleClient_Board_Minutes.docxRestrictedSynergy_Model_v3.xlsx Accessible02 · Retrieval
Find everything you've done
Knowledge base · 8,400 documentsDOCUMENT+ INDUSTRY
RetailCo_Pricing.pptxRetail NorthBio_Model.xlsxPharma Scope_Memo.docx… Market_Scan_24.pdf… Board_Deck_Final.pptxBanking Synergy_Model.xlsx… MetroBank_Ops.pptxBanking LOI_Template.docx… Valuation_v4.xlsxHealthcare Comps_2023.pdf…New column×
COLUMN NAME
Industry
DESCRIBE THE FIELD
Classify each client's primary industry from the document. Use GICS sectors where possible.
Fills 8,400 docsCreate column
Knowledge baseFILECLIENTREVENUEHEADQUARTERS
RetailCo_DD.pptxRetailCo Inc.$2.4BSEC.govMinneapolis, MNCrunchbaseGroceryCo_Profile.pdfGroceryCo Holdings$3.1BSEC.govAustin, TXCrunchbaseNorthBio_Memo.docxNorthBio Therapeutics$0.9BSEC.govBoston, MACrunchbaseApparelCo_Deck.pptxApparelCo Group$0.7BSEC.govLos Angeles, CACrunchbaseMetroMart_Model.xlsxMetroMart Stores$5.6BSEC.govChicago, ILCrunchbaseBevCo_Scan.pdfBevCo International$1.8BSEC.govAtlanta, GACrunchbaseEach value enriched from its source · 6 of 8,400 shown
Knowledge base · 8,400 rowsRetail pricing engagements with >15% margin uplift
RetailCo_Pricing.pptxMatchNorthBio_Model.xlsxFilteredGroceryCo_Margin.xlsxMatchApparelCo_Entry.docxFilteredBevCo_Pricing_2022.pptxMatchMetroMart_Repricing.xlsxMatchPayer_Pricing_Memo.docxFilteredDiscountCo_Margin.pptxMatchengagement_library.xlsx ExportedABCD
1EngagementIndustryServiceUplift
2RetailCoRetailPricing+18%
3GroceryCoRetailPricing+16%
4ApparelCoRetailGrowth+22%
5BevCoBeveragesPricing+19%
6MetroMartRetailOps+11%
7DiscountCoRetailPricing+14%
8FreshFoodsGroceryPricing+13%
9UrbanWearApparelGrowth+20%
Source · D2
RetailCo_Pricing.pptx · slide 12 (knowledge base)
From knowledge base From the webEngagements
03 · Structured data
Your archive becomes a database
Engagement · Project NorthwindPRIOR RUNS · 7
Final board deck2d ago Added to context
Risk & sensitivity analysis3d ago Added to context
Draft + financial model5d ago Added to context
Competitive landscape6d ago Added to context
Market sizing1w ago Added to context
Discovery synthesis10d ago Added to context
Scoping memo2w ago Added to context
New run · drafting recommendationPulling context from 4 runs
Engagement memorySCSarah Chen Saved to memory
Found in the data room: client defines mid-market as $50–500M revenue.INHERITED BY EVERYONE'S AGENTS
JPJames Park · Market sizingUpdated
PRPriya Rao · Competitive landscapeUpdated
DWDaniel Wu · Entry optionsUpdated
LOLena Ortiz · Exec summaryUpdated
MBMarcus Bell · Risk analysisUpdated
Size the mid-market segment for Project Northwind.
✦Let me confirm how the client defines mid-market before sizing.
Searched the client data room · 1,240 files
✦Found a definition in the CIM - I'll use it as the basis.
Extracted segment definition · $50–500M revenue
✦Now sizing the TAM bottom-up across service lines.
Ran build_market_model(segments, horizon=5)
✦Cross-checking against our beverages comps for sanity.
Pulled 22 comparable engagements
SAVE TO ENGAGEMENT MEMORY · 2
Mid-market = $50–500M revenue
DenyApproveUse beverages comps as the base set
DenyApproveReply to Meridian…↑
Runbooks · reusable skillsMarket-Entry AssessmentShared firmwide
Hospital Rev Optimization - Market SizingShared firmwide
Due-Diligence Quick-ScanShared firmwide
Pricing Strategy TeardownShared firmwide
Competitive Landscape MapShared firmwide
Synergy Model BuilderShared firmwide
Board Deck DrafterShared firmwide
Expert-Call SynthesizerShared firmwide
Cost Takeout AnalysisShared firmwide
Hospital Rev Optimization×
Skill · Shared firmwideWORKFLOW
Sizes the revenue-optimization opportunity for a hospital system.
1Segment by service line, payer mix, and geography
2Pull volumes from CMS filings + past provider engagements
3Benchmark net revenue per adjusted discharge vs. comps
4Quantify uplift from coding, denials, and pricing
5Output an issue-tree deck, every figure cited
Used 240×Run skill
04 · Shared memory
Work that compounds
What you can hand off
A starting point for nearly any deliverable
From a first proposal draft to a full diligence summary, a scenario simulation, or an open-ended research question - describe the work and Meridian runs it against your firm's own precedent.
Sample deliverable
Project Atlas - Engagement Proposal
Draft, in your firm's template
Engagement Proposal
Your template01
Objectives
Validate the mid-market entry thesis and size the opportunity.
02
Approach
Four workstreams over six weeks, grounded in prior engagements.
03
Team & timeline
Two partners, three analysts. Readout in week six.
04
Fees
Fixed fee, billed in three milestones.
Prepared for Project Atlas · Confidential
Beverages Market Scan
Sizing, growth, and key players
$64B
TAM
11%/yr
Growth
38%
Top-5 share
Addressable market by segment ($B)
28
41
64
58
44
30
MassValueMidUpperPrem.Spec.
NorthBio Therapeutics
One-page company profile
N
NorthBio Therapeutics
HealthPrivate
Clinical-stage biotech developing targeted therapies; differentiated by a proprietary delivery platform.
$0.9B
Revenue
1,200
Employees
2009
Founded
Boston, MA
HQ
Series C
Funding
30.2%
Margin
▲ Recent: Series C, $120M (Mar 2024)
Competitive Benchmark
6 peers across key metrics
CompanyRevenueMarginRole
RetailCo$2.4B18.4%Lead
GroceryCo$3.1B22.1%Lead
NorthBio$0.9B30.2%Niche
MetroMart$5.6B12.0%Scale
ApparelCo$0.8B16.0%Niche
Project Helios - DD Summary
Findings, flags, and risk rating
Overall: Proceed with conditionsLow-Med risk
Key findings
Recurring revenue at 82% of totalStrength
Gross retention of 94% over three yearsStrength
Top-3 customers are 41% of revenueWatch
One pending commercial disputeRisk
Expert-Call Synthesis
5 calls, themes and quotes
3 themes5 calls synthesized
“Buyers consolidate around two suppliers per region.”
Former VP, Supply Chain
“Pricing power sits with the brand, not the retailer.”
Industry analyst
“Switching costs are lower than the deck assumes.”
Ex-operator, 12 yrs
Scenario Simulation
Revenue under three cases
Year-5 revenue by case ($M)
$310M
$404M
$520M
BearBase · selectedBull
Drivers: price, volume ramp, and churn. Base assumes 11% market growth.
Research Brief
Findings, cited to source
How defensible is the mid-market position?
Defensibility is moderate-to-strong. Switching costs and a distribution advantage protect the core1, though two challengers are closing on price2.
Sources
1Atlas Pricing StrategySlide 14 · 2024
2Channel Economics Studyp. 22 · 2023
Sensitivity Analysis
EBITDA vs. price and volume
EBITDA ($M) · price (rows) x volume (cols)
-10%Base+10%-10%587184Base718498+10%8498112
Base case EBITDA of $84M; +10% on both lifts it to $112M.
Steerco Meeting Prep
Agenda, attendees, questions
Client SteercoThu · 2:00pm
JLPRDWAS4 attendees
Agenda
1Recap of market-sizing findings
2Entry options and recommendation
3Next-phase scope and timeline
Key question: are they aligned on mid-market first?
Reformatted to your template
Brand-compliant in one pass
✓ Brand-compliantfonts, colors, spacing fixed
RecommendationMid
Precedent Search
market-entry pricing
market-entry pricing
1,240 results across your firm
Atlas Pricing StrategySlide 14 · 2024Cited
Helios Diligence Memop. 7 · 2023
Industrial Pricing BenchmarkTab 3 · 2024
Extracted Data
Structured from 1,240 documents
1,240 documents3 fields
SourceCompanyRevenue
Atlas_CIM.pdfRetailCo$2.4B
Helios_Deck.pptxGroceryCo$3.1B
NorthBio_DD.xlsxNorthBioextracting…
Describe a column in plain English; Meridian fills it across every file.
Reference Checks
4 references, summarized
4 of 4 reachedSummarized
Strongly positiveManaging Director, former client
PositiveVP Operations, current client
Positive, minor caveatPartner, co-advisor
Verified employmentDirector, former employer
Industrials Sector Primer
Structure, value chain, dynamics
Industrials12-min read
Market structure
Fragmented, with regional leaders; consolidation accelerating.
Value chain
Inputs›Manufacture›Distribute›Aftermarket
Key dynamics
Input-cost pass-through and aftermarket attach rates drive margin.
Works inside your tools
AutoSaveNorthwind_Deck.pptx- Saved Search Share
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14
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Project Northwind - Market EntryAddressable market by segment ($B)
28
41
64
58
44
30
⊗Build slide 14 - Market entry
Pulled market sizing from the model
Inserted the segment chart
Cited Atlas Pricing - Slide 14
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MeridianABCD
1CompanyRevenueEBITDAMargin
2RetailCo2,40044218.4%
3GroceryCo3,10068522.1%
4NorthBio90027230.2%
5MetroMart5,600672filling…
6ApparelCo800128filling…
⊗Fill column - EBITDA margin
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Computed margin per company
Flagged 2 cells for review
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MeridianMERIDIAN & CO.
STRATEGY PRACTICE · NEW YORK
Re: Project Northwind - Market-Entry Recommendation
We recommend entering the mid-market segment first, with beverages as the category wedge. The segment represents a $64B opportunity growing 11% annually.
Modeling indicates an 18% margin uplift by year three, with payback inside eighteen months, grounded in twenty-two comparable engagements.
⊗Draft the executive summary
Wrote in your firm's voice
Grounded in 22 engagements
Footnoted every claim
Insert draftEdit
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MeridianInbox14 unread
SC
Steering Committee9:14 AM
Re: Northwind steerco prep
DT
Deal Team8:52 AM
Diligence findings v3 - mid-market
VP
Valuation Practice8:30 AM
Updated model - margin bridge
RA
Research AnalyticsYesterday
Comp set refresh attached
CL
Client - NorthwindYesterday
Questions on entry sequencing
KM
Knowledge MgmtYesterday
3 precedent decks matched
ET
Engagement TeamMon
Agenda - Thursday readout
IT
IT Service DeskMon
Your data room access is ready
Re: Northwind steerco prep
SCSteering Committee · 9:14 AM
Can you pull the latest mid-market sizing and the entry options before Thursday? Want to lead with the recommendation.
⊗Summarize thread & draft reply
Summarized 9 messages
Pulled the latest model figures
Drafted a reply for review
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