Leadership

José de Larrea y Tocón

Founder & Principal, Meridian Transaction Group.

Biography

Origination, structuring and execution coordination.

José de Larrea y Tocón, Founder and Principal of Meridian Transaction Group, is an entrepreneur, deal originator, transaction structurer and operating executive with experience spanning wealth management, factoring, payment services, private capital and real estate development.

Earlier in his career, José spent ten years as a First Vice President in Smith Barney's International Wealth Management division, serving high-net-worth clients and developing extensive experience in financial markets and relationship management.

He subsequently founded and operated businesses focused on financial transactions and real estate projects. Since 2016, his work has centered on real estate development, opportunity origination, transaction structuring and sponsor-side coordination.

As Founder and Principal of Meridian Transaction Group, José leads opportunity development, transaction architecture, administrative coordination and the assembly of independent professional teams required to advance complex projects.

His principal experience includes work involving an Orlando hotel-development site, townhouse developments, self-storage facilities, medical-tower concepts, Central Florida service-station properties, speculative residences, condominium acquisitions and the aggregation of residential properties for potential high-end condominium redevelopment.

José's role is centered on transaction development, structuring, administration and execution coordination. Investment advice, securities placement and other regulated services are performed separately by appropriately qualified and, where required, licensed independent parties.

Role

Founder & Principal

Base

Miami, Florida, United States

Coverage

MTG is based in Miami and coordinates cross-border transaction workstreams through independent service providers and strategic counterparties in jurisdictions including Switzerland, Luxembourg and the Cayman Islands.

Discuss a transaction

Focus

Where the work concentrates.

Origination

Identifying and developing opportunities across real estate, development and operating-company situations before they are competitively marketed.

Structuring

Designing the capital stack, ownership framework, financing strategy and exit plan that make a transaction financeable.

Coordination

Assembling independent capital providers, counsel, agents and consultants, and holding the critical path from concept through closing.

Process

Originate → Structure → Assemble → Execute → Close

  • 01

    Originate

  • 02

    Structure

  • 03

    Assemble

  • 04

    Execute

  • 05

    Close

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