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Welcome to Méridian Strategic Advisors
Méridian Strategic Advisors guides sophisticated investors through complex commercial real estate decisions and strategic business challenges that require more than traditional solutions.
We specialize in confidential, off-market transactions for property owners who demand both discretion and institutional-level expertise. Our practice combines commercial real estate advisory with capital markets experience, including Series B funding guidance for life sciences companies, bringing a unique perspective on capital allocation that benefits our clients' broader investment strategies.
Our founder, Benoît Lapointe, has guided over $450 million in transactions with a 92% client retention rate. By limiting our client roster to 12-15 clients annually, we maintain direct involvement throughout every engagement. Clients value our candor, data-driven recommendations, and willingness to advise against acquisitions that don't align with their long-term wealth preservation objectives.
From $5 million to $75 million transactions, each engagement begins with understanding how real estate advances your broader financial goals, not just identifying properties. When you need someone who can reimagine possibilities and deliver solutions others won't even consider, we're ready to help.
Confidential consultation available. Contact us at (949) 629-4199.
We provide strategic solutions and confidential advisory services to successful entrepreneurs and family offices, transforming complex business challenges into profitable opportunities through innovative thinking and complete discretion.
To be the trusted strategic partner for sophisticated investors who demand both exceptional results and absolute confidentiality in their most important business decisions.
"An honorable man is fair even to his enemies;
a dishonorable man is unfair even to his friends!"
—Mehmet Murat ildan
The values that guide every Meridian Strategic Advisors interaction:
Unwavering Discretion
We specialize in off-market advisory and transactions where privacy isn't just preferred—it's essential. Your business remains your business, period.
Straight-Talking Honesty
We'll tell you what you need to hear, not what you want to hear. Even when it's difficult, you'll always get the unvarnished truth about market realities and investment potential.
Genuine Empathy
We take the time to understand your complete investment picture—listening first, asking thoughtful questions, and tailoring solutions to your specific circumstances.
Creative Problem Solving
When conventional approaches fail, we find innovative pathways forward. No challenge is too complex when the right strategy is applied.
Precise Professionalism
From accurate market valuations to skilled negotiations, we bring discipline and attention to detail to every aspect of your engagement.
Balanced Perspective
We recognize that every situation has nuance. We approach challenges with objectivity and open-mindedness, respecting different viewpoints and finding common ground.
Selective Excellence
We limit our client roster to ensure every engagement receives our complete attention and expertise.
These are standards we uphold within every client relationship. We are immensely grateful for the opportunity to earn your trust.
As the founder of Méridian Strategic Advisors, I specialize in confidential transactions and strategic solutions for high-net-worth investors, helping sophisticated clients navigate complex business and property decisions with complete discretion. Having guided over $450 million in commercial real estate transactions throughout Southern California, I advise private investors and family offices through complex property decisions with the same strategic insight I would want if my own capital were at stake. This approach has built a 92% client retention rate and an average portfolio performance increase of 18% for clients who implement my optimization strategies.
What sets me apart is my ability to think far beyond traditional solutions. When conventional approaches fail, I draw on extensive business experience across multiple industries to create innovative pathways forward. I've expanded my practice to serve as a strategic advisor to CEOs facing unusually complex challenges—whether it's raising capital for life sciences ventures, restructuring distressed assets, or developing creative go-to-market strategies that transform seemingly impossible situations into profitable opportunities.
My background includes institutional investment advisory experience at RBC Dominion Securities, where I advised sophisticated investors before founding Méridian Strategic Advisors. This foundation, combined with my business administration and political science education from Université de Sherbrooke, allows me to approach each client's situation with both financial acumen and strategic thinking that goes well beyond property transactions.
I focus exclusively on confidential, off-market transactions involving properties typically valued from $5 million to $75 million—office buildings, hotels, mixed-use properties, industrial assets, and development land—particularly situations requiring creative solutions and complete discretion. My expertise proves valuable when successful entrepreneurs and established family offices face complex challenges requiring someone who can reimagine how an asset fits into a broader wealth strategy.
By working with a select group of 12-15 clients annually, I maintain direct involvement throughout every engagement. This approach allows me to dedicate the time and resources necessary to develop truly innovative solutions—whether that means creating an entirely new business model to make a property marketable, structuring equity partnerships to prevent foreclosure, or developing investment memorandums that turn distressed situations into attractive opportunities for sophisticated investors.
Originally from Québec, I bring a unique cross-border perspective to business challenges, operating fluently in both English and French. My fluency in both U.S. and Canadian markets creates distinct advantages for clients with cross-border holdings or tax considerations. My clients appreciate my direct communication style, unwavering discretion, and willingness to advise against acquisitions that don't align with their long-term wealth preservation objectives.
To discuss potential collaboration, contact the office to arrange a confidential meeting.