Everyone in this business is paid to tell you to go ahead…
…we are paid to tell you why not.
Every advisor you have ever hired had a structural reason to close the deal. Their fee exists only if the transaction happens. That means every recommendation they make is downstream of the outcome they need. The conflict does not require bad intentions. It produces predictable results.
Meridian Investment Due Diligence Services operates on a different model. We are retained to examine a deal, not to advance it. Our obligation runs to the investor, not the transaction. The fee attaches to the work, not the closing.
Any Deal. Any Sector. Any Asset Class.
We do not limit our examination to healthcare or real estate. We examine any transaction that requires an independent second opinion before capital is committed. Technology, AI, private equity, venture, healthcare, commercial real estate, manufacturing, or any other sector where the truth about a deal matters more than the speed of closing it.
When to Engage Us
Before you retain legal counsel. Before you engage technical experts. Before you commit internal resources to a transaction you have not yet validated.
We are the filter that determines whether those resources are worth deploying. If we find the problem, you walk away having spent a fraction of what full expert diligence would have cost. If the deal clears our process, you proceed with confidence and a much cleaner brief for the specialists you engage next.
What We Examine
Every engagement is scoped to the deal. Depending on asset class and complexity, our examination covers: management integrity and background, corporate structure and litigation history, financial representations and capital structure, patent ownership and freedom to operate, regulatory pathway and compliance status, title and encumbrances, zoning and entitlement constraints, CEQA conditions and settlement transfers, and any principal disclosure that warrants independent verification.
What This Practice Has Found
Over two decades of deal examination: fraudulent patent citations used to solicit institutional investment. Deed of trust encumbrances concealed by sellers. CEQA settlement conditions that transfer to buyers without disclosure. Corporate principals with undisclosed criminal records and material health histories. Off-balance-sheet liabilities omitted from the data room. Ponzi structures disguised as legitimate investment opportunities.
In one case, a $50 million raise directed at a sophisticated family office was stopped when patent fraud and insolvency at the principal level were confirmed. The commission was forfeited to make that call. The capital was protected.
That is what this division does.
The Fee
$5,000 flat fee, paid at engagement, before work begins. Non-refundable regardless of outcome. If the engagement requires fewer than 10 hours, a credit is applied toward future services. Written findings delivered upon completion.
No commission. No success fee tied to a closing. The only outcome we are paid to produce is the truth about the deal in front of you.
To Engage
Send a brief description of the opportunity to ben@benlapointe.com. Deal type, size, and the specific concerns you want examined. We will respond within 24 hours with a scoped engagement proposal.