# Mereo Capital Partners

Mereo Capital Partners is a Private Equity based in Conshohocken, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Conshohocken, United States
- **Region:** North America
- **Address:** 100 Front Street, Suite 900, Conshohocken, PA 19428, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** www.mereocapitalpartners.com
- **LinkedIn:** https://www.linkedin.com/company/mereo-capital

## Regulatory record

- **CRD number:** 322511
- **SEC file number:** 802-126358
- **Registration status:** ACTIVE
- **Latest Form ADV filing:** 2026-02-11T06:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322511

## About

Mereo Capital Partners makes opportunistic and thematic private equity investments in lower middle-market companies. It focuses primarily on Business Services, Industrial, Healthcare Services, and Aerospace & Defense, where it has significant experience, expertise and a deep network of resources.

## Sectors

- Business Services
- Industrial
- Healthcare Services
- Aerospace & Defense

## People

- Leo Helmers — Co-Founder, Managing Partner
- Rich Kurth — Co-Founder, Managing Partner
- John O'Hare — Co-Founder, Partner
- Giorgio Boero — Chief Financial Officer
- Adam Bowie — Principal
- Phil Cooke — Senior Associate
- Scottie Miller — Associate
- John Matthews — Senior Associate

## Questions

### Who runs investment decisions at Mereo Capital Partners?

Investment decisions are led by the three co-founders: Managing Partners Leo Helmers and Rich Kurth, and Partner John O’Hare. Helmers’ background includes founding Carlyle Mezzanine Partners and serving as board chair for a turnaround at Plews, Inc. O’Hare brought operational turnaround experience from Tortola Advisors, where he served middle-market companies. The eight-person team includes a CFO, a principal, and investment associates supporting sourcing and execution.

### What investment stages does Mereo typically target?

Mereo targets lower middle-market control buyouts, described as opportunistic and thematic private equity investments. Its portfolio centers on acquiring platforms and scaling them through additional acquisitions (Integrated Foot and Ankle Specialists) or de novo expansion (Swish Dental). The firm does not publicly describe participating in venture-stage or minority deals, and its sector focus is confined to business services, industrials, healthcare services, and aerospace & defense.

### Does Mereo participate in fund commitments or only direct deals?

Mereo’s disclosed activity is entirely direct deals and platform builds. The firm’s website and investor materials describe only direct private equity investments in operating companies, with no mention of fund-of-fund commitments or LP positions in third-party vehicles.

## Related profiles

- [Meredith Wealth Planning](https://altss.com/profile/meredith-wealth-planning)
- [Merian Ventures](https://altss.com/profile/merian-ventures)

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Last updated: 2026-08-11T15:07:26.757Z

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