Meritage Partners

Meritage Partners is a multifaceted advisory firm based in Newport Beach, California. With nine employees, the company is a privately-held entity. Meritage Partners specializes in mergers and acquisitions, capital advisory, and strategic exit planning, primarily serving low to mid-market clients. Their services extend across the entire transaction lifecycle, encompassing initial assessments, valuations, due diligence, deal structuring, negotiation facilitation, and post-merger integration. They cater to privately-held businesses operating in a variety of industries throughout North America. The firm's team comprises professionals with extensive experience in entrepreneurship, investment banking, corporate finance, private equity, law, and accounting, amassing over 130 years of combined expertise. Their deep-rooted backgrounds in private equity, encompassing roles as investors and trusted advisors, have enabled them to contribute to transactions exceeding $2 billion in enterprise value. For inquiries or to learn more, visit their website at meritage-partners.com.