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Meeting brief
Bridge Round — Coastal Health Logistics

Investor call: Meridian & Northbridge

Thursday, Sept 11 · 2:00–2:45 PM
Who's in the room
SC
Sarah Chen · Partner, Meridian Growth Partners
D / I
Direct and fast-moving — will likely lead the conversation and expects a clear ask early.
DR
David Reyes · Managing Director, Northbridge Capital
C / S
More deliberate; has co-invested with Sarah twice and tends to defer to her on valuation calls.
Communication & influence tips
—Open with the headline number. Both decide fast once the top-line makes sense.
—Let Sarah speak first on valuation — David tends to defer to her.
—Bring the supply-chain comps David asked for last time — he'll ask again.
Goals for this meeting
Potential pitfalls
Sarah pushed back hard on valuation in her last two deals — come with comps ready, not just a number.
David has gone quiet mid-diligence before when timelines slipped — be explicit about the 6-week close.