Meredith Financial Group, Inc. is a financial management and advisory firm located in New York City. Founded in 1991, we provide investment banking, structuring, and strategic advice to a range of early- and second-stage companies, typically market entry and post-launch, in the U.S. and abroad. Meredith brings people, uncompromised client advocacy, and powerful reach to help our clients grow, develop a sound capitalization strategy, and capitalize or monetize their businesses. Our strong ties with strategic partners provides up-to-the-minute insight into industry trends, future risks/opportunities, and valuation drivers of the market sectors we serve.
We look to work with companies that are tackling big market opportunities, executing scalable business models, have a service proposition that enables them to stand out, with visionary, disciplined leadership.
Markets We Serve
Meredith is working with companies in these market sectors: Affordable Housing Sustainable Energy Solar Biomass—Synthetic Fuels, Electricity Clean Technology Financial Services & Capital Markets Telecommunications Broadband Carriers IPTV International Calling Services IT Robotics, IoT Search Cybersecurity SaaS Life Sciences Healthcare Aviation Transportation Infrastructure Agriculture Manufacturing Retail Commercial Real Estate Mining Resources Oil field Services
What We Do
We help companies raise significant amounts of equity capital, offering them broad market access through affiliate partners in Toronto, Sydney, Singapore, Geneva and London, and other parties. Meredith helps clients find investors who want to find them—investors who appreciate their industry and who seek to identify and invest in companies that know how to build …
Our Leadership
William J. Potter is founder and chairman of Meredith Financial Group. He has more than 35 years of experience in international investment banking, asset management (Equitilink, Prudential, Aberdeen), and insurance management (Prudential). He has also held executive positions with Toronto-Dominion Bank (Canada), Barclays Bank (U.K.), and Ridgewood International Group (U.S.). He is one of the …