Meritage Partners Email Format

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.

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