Privacy Policy

Last updated: September 20, 2026

Information we may collect

Depending on how you interact with Meridian, we may collect information you provide directly, including your name, business name, email address, telephone number, business and financing information, transaction details, and information submitted through website forms.

We may also collect technical and usage information automatically, such as IP address, browser or device information, pages viewed, referring pages, approximate location derived from an IP address, and interactions with the website.

How we may use information

• Respond to inquiries and communicate about financing requests or services.
• Review, route, and administer applications or potential transactions.
• Connect a request with relevant financing providers or service providers when appropriate.
• Operate, maintain, secure, troubleshoot, and improve our website and business systems.
• Measure website and marketing performance and understand how visitors use our services.
• Send service, informational, or marketing communications where permitted by law and consistent with applicable consent or opt-out requirements.
• Prevent fraud, misuse, security incidents, and other prohibited activity.
• Comply with legal, regulatory, contractual, and recordkeeping obligations.

Cookies, analytics, attribution, and similar technologies

Our website may use cookies, pixels, analytics tools, browser or session storage, and similar technologies to support site functionality, understand traffic and engagement, remember preferences, and measure marketing performance. We may record referral information and marketing attribution details such as UTM source, medium, campaign, content, term, referring website, and the original landing page so that an inquiry can be connected with the marketing source that led to it. Some technologies may be provided by third parties. Browser controls and available site controls may allow you to limit certain cookies or storage, although doing so can affect website functionality.

How information may be disclosed

We may disclose information to service providers that support our website, communications, analytics, customer relationship management, hosting, security, document processing, and other business operations. Website forms and related attribution information may be transmitted to our customer relationship management and form providers, including the systems used to receive and route financing inquiries. When you request financing or ask us to evaluate a transaction, information may also be disclosed to financing providers, partners, or other parties involved in evaluating or facilitating the requested transaction.

We may also disclose information when reasonably necessary to comply with law or legal process, protect rights or security, investigate misuse, or in connection with a merger, acquisition, financing, reorganization, or transfer of all or part of a business.

Email and text communications

If you provide contact information, Meridian may use it to respond to you and, where permitted, send informational or marketing communications. You may unsubscribe from marketing email using the unsubscribe method provided in the message. For text messages, you may use the opt-out instructions provided in the message, such as replying STOP where applicable. Message and data rates may apply.

Data retention

We retain information for as long as reasonably necessary for the purposes described in this policy, including transaction review, business operations, dispute resolution, security, legal compliance, and recordkeeping. Retention periods vary based on the type of information and the context in which it was collected.

Data security

Meridian uses administrative, technical, and organizational measures intended to protect information. No internet transmission, system, or storage method can be guaranteed to be completely secure. Please use appropriate care when transmitting information online.

Your privacy choices

Depending on where you reside, applicable law may provide rights concerning access, correction, deletion, or use of certain personal information. You may contact Meridian to make a privacy-related request. We may need to verify a request before acting on it, and certain information may be retained where permitted or required by law.

Third-party websites and services

Our website may link to third-party websites, forms, platforms, or services. Their privacy practices are governed by their own policies, not this policy. Review those policies before providing information to a third party.

Children

Meridian’s website and commercial financing services are intended for business users and are not directed to children under 13. We do not knowingly seek personal information from children through this website.

Changes to this policy

We may update this Privacy Policy from time to time. The date shown above identifies the latest revision. Material changes may be communicated through the website or another appropriate method.