Meridian Advisory Group

About Meridian Advisory Group

Most insurance brokerages don't have a service team problem. They have a scaling problem that shows up as one. Meridian Advisory Group helps independent and PE-backed brokerages build high-performing service teams — combining institutional-grade expertise with hands-on execution. Who we work with: Brokerages from 15 to 1,000 employees navigating: → Service team turnover and burnout → Inconsistent workflows across offices or acquired books → Workforce development and licensing gaps → Post-acquisition operational disruption → The strain of scaling faster than infrastructure supports What we do: → Emerging Talent Strategy — Build a reliable pipeline of licensed professionals. Move candidates from onboarding to full productivity and create the bench depth your growth demands. → M&A Integration — Protect client relationships and retain key service staff in the critical window after acquisition. We bring a proven integration framework built from enterprise-level experience. → Operational Efficiency & Retention — Transform reactive service teams into proactive, high-performing units. Optimize workflows, reduce friction, and build the retention culture that drives long-term brokerage value. Why Meridian: Unlike generalist consultants, our expertise is rooted exclusively in insurance brokerage operations. We don't hand you a playbook and walk away — we work alongside your team to implement solutions that stick. Our clients reduce service team turnover, protect revenue through periods of growth and acquisition, and build the operational foundation their next stage of scale requires. Founded by Medini De Silva, CIC, CISR — 25+ years of enterprise-level service operations leadership at world's leading global brokerage platforms. Headquartered in Southern California · Nationwide delivery · Remote & on-site Ready to build a service operation that scales? Let's connect.