Meridian Cascade

Permanent home for enterprise
intelligence companies.

We acquire and operate data, research, and intelligence businesses — providing founders with a decisive exit and their companies with the capital and technology to grow.

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Committed capital No financing contingencies
90-day integration Proprietary AI platform
Confidential Every conversation
Our Approach

How we partner with founders

We combine long-term ownership, operational depth, and proprietary technology to build durable value — for the companies we acquire, their customers, and their teams.

Decisive execution

Committed capital. No financing contingencies. Transparent process. Founders know exactly where they stand at every stage.

Customer continuity

Relationships are the core asset. We protect service continuity from day one and invest in deepening those relationships over time.

Operational transformation

Our proprietary AI platform replaces manual workflows with intelligent automation — improving margins, accuracy, and the product itself within 90 days.

Flexible transitions

Stay involved, shift roles, or step back entirely. We design the transition around your goals. There is no single template.

Institutional expertise

Our team has built, scaled, and invested in enterprise software. We bring hands-on experience across engineering, go-to-market, and finance — not just capital.

Permanent ownership

We are not optimizing for a three-year flip. Cascade is building a category-defining platform where every acquisition strengthens the whole.

Criteria

What we look for

  • 01
    Enterprise data, research, or intelligence

    Contact intelligence, sales data, compliance screening, background verification, data enrichment, or market intelligence services.

  • 02
    $10M – $50M in annual revenue

    Strong customer retention and predominantly recurring revenue.

  • 03
    Founder-owned or lightly capitalized

    Succession planning, growth capital requirements, or venture debt refinancing — all common reasons founders engage with us.

  • 04
    Durable customer relationships

    We prioritize businesses where customers trust the product, renew consistently, and have worked with the company for years.

  • 05
    Manual-intensive operations

    Our platform is purpose-built for this. The more labor-intensive the delivery model, the more value our technology creates.

These criteria are a starting point. If your business operates in enterprise intelligence and you're considering a transition, we would welcome the conversation.

Leadership

The team

Kevin Liu
Co-Founder & CEO

Former Head of Investment Management at Techstars. Oversaw $1B+ AUM. Built the AI platform powering Cascade's acquisition strategy.

Duncan Winter
Co-Founder & CPO

20+ years building enterprise products at Upwork. Led product lines generating $100M+ in annual revenue.

Beau Harrington
Chief Technology Officer

Engineering leader from PayPal and Stripe. Built infrastructure systems processing billions of transactions.

Michael Holder
GM & CFO

Scaled consumer brands from $40M to $85M+ in 16 months. Multiple acquisition integrations. Raised $220M+ in capital.

Contact

Considering a transition?

We welcome confidential conversations with founders at any stage of their thinking — whether you're ready to engage or simply exploring what's possible.

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