Updated:
Meritage Partners
Meritage Partners is a multi-disciplined mergers and acquisitions advisory firm serving the lower-middle markets. It specializes in mergers and acquisitions,...
Meritage Partners
Meritage Partners is a multi-disciplined mergers and acquisitions advisory firm serving the lower-middle markets. It specializes in mergers and acquisitions, capital advisory, and strategic exit planning. Clients are privately-held businesses in a variety of industries throughout North America. The firm provides services across the transaction lifecycle including valuations, deal origination, due diligence, deal structuring, negotiation, and post-merger integration.
General information
Firm type
Private Equity
Year founded
2007
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
2901 West Coast Hwy Suite 200, Newport Beach, CA 92663, United States
Principals
Brian Franco
lead advisor
Sector focus
Frequently asked questions
Who runs deal execution at Meritage Partners?
Brian Franco is the named lead advisor and the primary contact surfacing across transactions and client testimonials. The firm does not list a separate CEO or partnership structure on its website.
What is Meritage Partners' core deal-type profile?
The firm targets founder-led companies with revenues up to $150 million and EBITDA above $2 million. Transactions tend to be bilateral negotiations with strategic or financial acquirers rather than broad auction processes.
Does Meritage Partners invest its own capital, or is it purely an advisory firm?
Meritage operates exclusively as an advisor. It does not disclose a balance sheet for co-investment or principal investment, and its mandate covers M&A advisory, growth capital, and exit planning.
Which sectors does the firm actually transact in?
Deal flow concentrates on architecture, engineering and construction (AEC), healthcare, manufacturing, software and technology, and industrial services. Completed transactions include roofing platforms, engineering firms, and specialty contracting businesses.
How does Meritage Partners source deals?
The firm describes a proprietary process that targets industries relevant to its existing network of acquirers. This limits wide-market exposure and allows bilateral deal-making, a feature referenced in buyer testimonials from Apollo.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on private equity firms?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: