Sharper Teams.Stronger Retention.Smarter Growth.
Meridian Advisory Group helps insurance brokerages build sustainable talent pipelines, tighten service operations, and integrate acquisitions - backed by 25 years of deep industry expertise.
Built from inside
the industry.
Meridian Advisory Group was built on a clear market reality: the most critical growth challenges facing independent and PE-backed insurance brokerages — talent, retention, and operational scale — demand deep, sector-specific knowledge built from the ground up. Our advisory team brings the operational depth and industry experience to meet that complexity head-on.
We are an advisory firm purpose-built for insurance service teams — combining 25 years of hands-on enterprise leadership with practical, execution-ready strategy.
“Clients don’t stay because of price. They stay because someone who truly knows their business is looking out for them — proactively, knowledgeably, and at a level of service that feels more like a trusted advisor than a vendor relationship.”
— Medini De Silva, CIC, CISR · Founder & Chief Executive Officer
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States Served
Nationwide reach
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Years Experience
Deep industry roots
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Academy Track
New hire to licensed
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Service Lines
Integrated outcomes
Three service lines.
One integrated outcome.
Every engagement is tailored. No templates. No generic playbooks.
Emerging Talent Strategy
Build the next generation of insurance professionals.
Operational Efficiency & Retention
Protect the book before clients start shopping.
M&A Integration
Make acquisitions create value, not chaos.
Medini De Silva, CIC, CISR
Founder & Chief Executive Officer
“I built Meridian to give independent and PE-backed brokerages access to the same depth of talent development and operational expertise that was once available only inside the largest national platforms — because every brokerage deserves a service team built to win.”
With 25+ years across independent, regional, and enterprise brokerage platforms in North America, Medini has held every seat - account manager, service leader, operations leader, enterprise early career leader. Recognized as a U.S. Rising L&D Star by the Corporate Learning Network.
Industry perspective,
from the inside.
Let's talk about
your brokerage.
Every engagement begins with a free 30-minute discovery call. No pitch - just an honest conversation about where your firm is and where you want it to go.
Response Time
Within 24 business hours
Coverage
All 50 States
info@meridianadvisorygroup.us