Bridget Meller

Evaluator
DISC Type : csd

Vice President, Business Development at Capitala Group

Charlotte, North Carolina, United States

Overview

Bridget Meller is the Vice President of Business Development at Capitala Group, an asset management firm. With over eight years of experience, she specializes in sourcing and managing private credit and equity deal flow and strategic partnerships for middle-market businesses throughout North America.

Bridget is passionate about mentorship and empowering women in finance, often speaking at industry events. She is also a certified yoga instructor, reflecting a strong interest in wellness. She earned her Bachelors Degree from the University of South Carolina and also studied abroad at Charles University.

Unique fact: Bridget is a 200-hour certified yoga teacher, blending her demanding career in finance with a commitment to mindfulness.

Personality Overview

Hard To Convince

Fast But Analytical

Thorough Evaluator

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Women in Deals
Was a featured speaker at the ACG Charleston event “The Power of Women in Deals & Leadership, ” where she shared her experiences in the industry.
Student Mentorship
Engages with university students interested in finance, hosting discussions to share insights and guidance with those demonstrating curiosity and ambition.
Private Equity
Her role at Capitala Group focuses on providing private credit and private equity capital to lower and middle-market businesses.

Media Appearances

Bridget has no verified media appearances

Work History

1-2022
Vice President, Business Development at Capitala Group
Business Development at Clearlake Capital Group
Assistant Office Manager at Daniel Island Animal Hospital
Catering & Event Sales Manager at B. Gourmet Catering
Financial Services Account Specialist at RR Donnelley

Education

Bachelor's Degree from University of South Carolina
Study Abroad from Charles University

More Information

Social Presence :

Prographics :

Exp : 3 Location : Charlotte, North Carolina, United States Job Level : Senior Designation : Vice President, Business Development at Capitala Group
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Insights For Selling To Bridget

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bridget is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Bridget

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Bridget move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Bridget take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Bridget

Personality Compatibility


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