


Meritage Partners
Investment, Funds and Trusts • Newport Beach, California, United States • 11-20 Employees
Company overview
| Headquarters | 2901 West Coast Highway, Suite 200, Newport Beach, CA 92663, US |
| Phone number | +19495229121 |
| Website | |
| SIC | 621 |
| Keywords | Business Valuations, Mergers & Acquisitions, Exit Strategy, Capital Advisory, Consulting / Business Advisory |
| Founded | 2005 |
| Employees | 11-20 |
| Socials |
Key Contacts at Meritage Partners
Daniel Robosky
Director Of Operations
Jacob Holmquist-Franco
Manager Of Operations & Producer/Director/Editor Of Podcast And Media Content
Meritage Partners Email Formats
Meritage Partners uses 3 email formats. The most common is {first initial} (e.g., j@meritage-partners.com), used 44.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@meritage-partners.com | 44.4% |
{first initial}{last name} | jdoe@meritage-partners.com | 33.3% |
{first name}{last name} | johndoe@meritage-partners.com | 22.2% |
About Meritage Partners
Meritage Partners ("Meritage") is a multifaceted advisory firm specializing in mergers and acquisitions, capital advisory, and strategic exit planning, with a focus on the low to mid markets. Our exceptional team boasts a wide range of expertise from entrepreneurs, investment banking, corporate finance, private equity, law, and accounting, collectively amassing over 130 years of experience. With deep-rooted backgrounds in private equity, encompassing roles as investors and trusted advisors, we have actively contributed to transactions exceeding $2 billion in enterprise value. This wealth of experience empowers Meritage to offer comprehensive and customized guidance tailored to each client's unique industry and circumstances. Our client base includes privately-held businesses spanning diverse industries across North America. Meritage provides an all-encompassing suite of services covering the entire transaction lifecycle. From initial assessments, valuations, and the identification of value drivers to the development of robust go-to-market strategies, precise deal origination, thorough due diligence, meticulous deal structuring, skilled negotiation facilitation, and seamless post-merger integration, we offer expert guidance and support at every phase.
Meritage Partners revenue & valuation
| Annual revenue | $19,700,000 |
| Revenue per employee | $1,509,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $62,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Meritage Partners has 3 employees across 3 departments.
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Number of employees
Funding Data
Meritage Partners has never raised funding before.
Meritage Partners Tech Stack
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Frequently asked questions
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