Insights

Targeted M&A Meritage Partners specializes in mergers and acquisitions and capital advisory for low to mid-market privately held businesses, presenting sales opportunities with firms seeking exit strategies, value realization, and structured deal closing.

Industry Diversification With a client base spanning diverse North American industries, there is potential to cross-sell advisory services such as valuation, deal origination, due diligence, and post-merger integration to portfolio companies and PE-backed entities.

Private Equity Links Deep private equity backgrounds and prior transaction experience over 2B in enterprise value position Meritage to engage PE funds, identify opportunities for platform acquisitions, add-on deals, and strategic exits for portfolio companies.

Healthcare Focus Recent activity includes investment in Enlyt Health, signaling a healthcare digital front door niche; this suggests opportunities to pursue healthcare tech and services firms needing capital advisory and growth strategies.

Growth Enablement With a full lifecycle advisory offering from valuation to post-merger integration, Meritage can be positioned as a one-stop partner for companies planning value-driven exits, recapitalizations, or strategic sales to optimize transaction outcomes.

Meritage Partners Tech Stack

Meritage Partners uses 8 technology products and services including html5media, Disqus, Open Graph, and more. Explore Meritage Partners's tech stack below.

  • html5media
    Audio, Video, Graphics
  • Disqus
    Comment Systems
  • Open Graph
    Content Management System
  • Atlassian Jira Service Management
    Customer Service
  • Microsoft 365
    Email
  • Google Workspace
    Email
  • Modernizr
    Javascript Libraries
  • Microsoft
    Miscellaneous

Meritage Partners's Email Address Formats

Meritage Partners uses at least 1 format(s):
Meritage Partners Email FormatsExamplePercentage
FLast@meritage-partners.comJDoe@meritage-partners.com
65%
First@meritage-partners.comJohn@meritage-partners.com
23%
First.Last@meritage-partners.comJohn.Doe@meritage-partners.com
6%
Middle@meritage-partners.comMichael@meritage-partners.com
6%

Frequently Asked Questions

Where is Meritage Partners's headquarters located?

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Meritage Partners's main headquarters is located at 2901 West Coast Highway Suite 200 Newport Beach, California 92663 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Meritage Partners's phone number?

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You can contact Meritage Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Meritage Partners's official website and social media links?

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Meritage Partners's official website is meritage-partners.com and has social profiles on LinkedIn.

What is Meritage Partners's NAICS code?

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Meritage Partners's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Meritage Partners have currently?

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As of June 2026, Meritage Partners has approximately 14 employees across 2 continents, including North AmericaEurope. Key team members include Chief Operations Officer: D. R.Founder: J. F.Partner: R. P. J.. Explore Meritage Partners's employee directory with LeadIQ.

What industry does Meritage Partners belong to?

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Meritage Partners operates in the Investment Banking industry.

What technology does Meritage Partners use?

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Meritage Partners's tech stack includes html5mediaDisqusOpen GraphAtlassian Jira Service ManagementMicrosoft 365Google WorkspaceModernizrMicrosoft.

What is Meritage Partners's email format?

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Meritage Partners's email format typically follows the pattern of FLast@meritage-partners.com. Find more Meritage Partners email formats with LeadIQ.

When was Meritage Partners founded?

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Meritage Partners was founded in 2005.

Meritage Partners

Investment BankingCalifornia, United States11-50 Employees

Meritage Partners is an investment banking advisory firm focused on the low to mid market, offering services across mergers and acquisitions, capital advisory, and strategic exit planning. The firm emphasizes a comprehensive transaction lifecycle approach, providing initial assessments, valuations, value driver analyses, go-to-market strategies, deal origination, due diligence, structuring, negotiation support, and post-merger integration guidance to privately held companies across North America. Based in Newport Beach, California, the team combines experience from entrepreneurship, corporate finance, private equity, law, and accounting to tailor solutions to each client’s industry and circumstances. The firm operates with a multi-disciplinary background aimed at supporting transactions in which its clients seek strategic exits or acquisitions in a broadly defined middle market space. A notable development includes Meritage Partners’ involvement in a Series A funding event for Enlyt Health, a low-code platform for healthcare digital front door solutions.

Section iconCompany Overview

Headquarters
2901 West Coast Highway Suite 200 Newport Beach, California 92663 United States
Phone number
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Meritage Partners's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Meritage Partners's revenue is estimated to be in the range of $1M$10M

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