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Meritage Holdings II
Meritage is an EOS Implementers firm focused on PE and VC-backed companies. They partner with select leaders to establish world-class execution by bringing...
Overview
Meritage is an EOS Implementers firm focused on PE and VC-backed companies. They partner with select leaders to establish world-class execution by bringing operational discipline, capital fluency, and thoughtful modernization. Meritage is purpose-built for companies that raise outside capital and the investment firms that deploy it, applying EOS with a deep understanding of investor expectations, governance, and scale.
General information
Firm type
Private Equity
Year founded
2024
Location
Region
North America
Country
United States
City
Glendale
Corporate office
Glendale, CO, United States
Additional offices
Denver, CO · Vail, CO · Winter Park, CO
Principals
Jack Tankersley
Co-Founder
Jay Tankersley
Co-Founder
Bart Lorang
Co-Founder
Erika Trautman
Co-Founder
Alex Hodgkin
Co-Founder
Sarah Lorang
Co-Founder
Diana Steverson
Co-Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Meritage Holdings II?
The firm lists seven co-founders—Jack Tankersley, Jay Tankersley, Bart Lorang, Erika Trautman, Alex Hodgkin, Sarah Lorang, and Diana Steverson—as its leadership team. Meritage does not publish a separate investment committee, and the public website describes the group as operators and investors who collectively built and funded portfolio companies.
How does Meritage source its portfolio opportunities?
Meritage publicly positions itself as an EOS implementation partner for companies that have already raised outside capital, implying that sourcing occurs through founder and investor networks rather than cold outreach. The firm's partnership with Techstars extends that reach into early-stage venture-backed companies, while the co-founders' 40-year history in Rocky Mountain venture capital provides a regional anchor.
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