About Meridian Rise Advisors
CFO-level financial leadership for founders, management teams, and investors preparing for growth, diligence, capital decisions, and business transitions.
BUILT FOR SCALE | DESIGNED FOR EXIT
CFO Perspective. Operator’s Discipline. Transaction Readiness.
Meridian Rise Advisors helps founder‑led, private‑equity‑backed, and operationally complex businesses build the finance function and transaction readiness required for growth, diligence, capital decisions, and exit.
Mario Ricci brings CFO‑level experience across multi‑site operations, PE‑backed environments, acquisition integration, board and lender reporting, cost accounting, ERP transitions, and transaction preparation. His work centers on turning financial complexity into clearer reporting, stronger operating visibility, and more confident decision‑making for owners and investors.
Meridian Rise is built for businesses that need more than historical reporting. We support leaders who need decision‑ready finance, sharper margin visibility, transaction readiness, and the operating cadence required to execute through growth, diligence, capital events, or change.
Experience That Translates to the Lower-Middle Market
Practical finance leadership shaped by environments where reporting quality, margin visibility, lender confidence, and transaction readiness directly influence enterprise value.
Private Equity & Board Reporting
Experience supporting sponsor, board, lender, and executive reporting needs in growth, transition, recapitalization, and sale processes.
M&A and Transaction Preparation
Experience with acquisition integration, sell‑side preparation, diligence support, financial narrative, and transaction readiness for buyers, lenders, and investors
Operational Finance
Hands-on finance leadership across cost accounting, labor analysis, margin visibility, site profitability, working capital, and KPI reporting.
Finance Infrastructure
Support for ERP transitions, reporting cadence, scalable processes, close improvement, controls, and finance-team development.
How We Work
Practical
Focused on actionable financial clarity, not theoretical analysis.
Operator-Oriented
Built around the real decisions management teams face across growth, cash flow, margin, people, systems, and transactions.
Transaction-Aware
Designed to help businesses prepare for buyer, lender, board, and investor scrutiny before the pressure of a live process.
Let’s Talk About What Comes Next
Whether you are preparing for growth, diligence, capital discussions, or an eventual exit, Meridian Rise Advisors can help clarify the path forward.