Business Details
45 Years
experience
Corporate Tax Credit Investment Solutions in Vienna, VA
Meridian Investments has been a leader in tax credit investment opportunities since 1981, delivering specialized solutions to over 250 institutional clients. Our expertise spans affordable housing, historic rehabilitation, renewable energy, and alternative fuel projects, with a track record of facilitating $37+ billion in capital transactions. Our team combines deep industry knowledge with a commitment to innovation, ensuring clients receive tailored financing strategies that align with their investment and tax objectives. With decades of experience in structured finance and tax credit markets, we provide unmatched access to high-quality investment vehicles.Our history of pioneering industry-first solutions, such as post-K-1 investment systems and guaranteed yield tax credit products, underscores our leadership in the field. We maintain rigorous compliance standards and prioritize client partnerships, supported by a team of professionals with backgrounds in investment banking, law, and public accounting. Headquartered in Vienna, VA, we serve clients nationwide through a network of offices and strategic partnerships.
Services
Tax Credit Investments
Affordable Housing (Section 42)
Historic Rehabilitation (Section 47)
Renewable Energy (Section 45)
New Markets Tax Credits (Section 45D)
Placement Agency Services
Investment Advisory
Tax Equity Structuring
Secondary Market Transactions
Corporate Tax Solutions
Details
- Year established: 1981
Highlights and features
- We have over 40 years of experience in tax credit investment markets.
- Our team includes experts with backgrounds in investment banking and law.
- Weve facilitated $37+ billion in tax credit equity transactions.
- We pioneered industry-first solutions like guaranteed yield tax credit products.
- We maintain exclusive partnerships with leading project sponsors nationwide.
Associations and certifications
- FINRA
- SIPC
Services
Tax Credit Investments
We facilitate corporate investments in IRS-codified tax credit programs, including affordable housing, renewable energy, and historic rehabilitation. Our solutions help businesses reduce tax liability while supporting impactful projects. With $37+ billion in transactions, we provide access to vetted opportunities with proven returns.
Affordable Housing (Section 42)
Our Low-Income Housing Tax Credit (LIHTC) program placements connect investors with developments that address housing shortages. Weve structured $30 billion in affordable housing deals, offering clients tax benefits alongside social impact. Our expertise ensures compliance with federal and state regulations.
Renewable Energy (Section 45)
We specialize in renewable energy tax credit investments for wind, solar, and other qualifying projects. With $7 billion placed in alternative energy initiatives, we help corporations meet sustainability goals while optimizing tax strategies through IRS-approved structures.
Historic Rehabilitation (Section 47)
Our historic tax credit services focus on revitalizing culturally significant properties. Weve supported $15 billion in multifamily and luxury developments, blending preservation with modern functionality. Investors gain tax incentives while contributing to community revitalization through proven project models.
Placement Agency Services
As a FINRA-member broker/dealer, we act as exclusive placement agent for top sponsors in tax credit markets. Our services include investor sourcing, deal structuring, and compliance management, ensuring efficient capital raises for projects ranging from $100M to $1B+.
People
Jeremiah J. McDermott
President
Jeremiah leads Meridians strategic direction with decades of experience in tax credit markets. He oversees client relationships and transaction execution, leveraging expertise in structured finance to drive growth and innovation in tax equity solutions.
Roman Brilman
Executive Vice President
Roman specializes in renewable energy and new markets tax credit initiatives. With a background in investment banking, he focuses on expanding Meridians portfolio of sustainable infrastructure projects while maintaining rigorous compliance standards.
Blaise P. Davis
Senior Vice President
Blaise manages client acquisition and retention, drawing on 20+ years of experience in tax credit syndication. He specializes in connecting Fortune 500 companies with tailored investment strategies that align with corporate ESG objectives.
Jeremy LeGare
Senior Vice President
Jeremy leads Meridians historic rehabilitation practice, having structured over $2B in heritage project financings. His expertise in adaptive reuse developments combines tax incentives with architectural preservation to deliver community impact.
Matt Barcello
Senior Vice President
Matt focuses on secondary market transactions and tax credit remarketing. He brings specialized knowledge of LIHTC and NMTC exit strategies, helping institutional investors maximize returns through optimized portfolio management.
Questions
What tax credit programs does Meridian Investments specialize in?
We focus on IRS Sections 42 (affordable housing), 45/48 (renewable energy), 47 (historic rehabilitation), 29 (alternative fuels), 1031 (like-kind exchanges), and 45D (new markets tax credits).
How does Meridian help corporations with tax savings?
We structure investments that generate federal tax credits, reducing clients' tax liabilities while supporting impactful projects in housing, energy, and historic preservation sectors.
What experience does Meridian have in tax credit markets?
With 40+ years in business and $37+ billion in transactions, we’ve pioneered industry standards like post-K-1 payment systems and guaranteed yield products since the 1980s.
Can small businesses participate in Meridian’s investment programs?
Our services primarily target institutional investors and Fortune 500 companies seeking large-scale tax credit portfolio diversification.
How does Meridian ensure compliance with tax regulations?
We maintain FINRA/SIPC membership and work exclusively with pre-vetted sponsors, ensuring all transactions meet IRS requirements and industry best practices.
