Insights

Active Investment Portfolio Meritage Group LP manages significant investments across public and private equities, credit, and real estate, with recent stakes in high-profile companies such as Paycom Software, Charles River Laboratories, and Avantor. This diverse portfolio indicates ongoing capital deployment and potential for further investment opportunities.

Recent Asset Acquisitions The firm frequently makes strategic acquisitions, including the purchase of commercial real estate like the Holiday Inn building and consumer brands such as Lou Malnati's. These activities suggest a strong interest in expanding their asset base across multiple sectors.

Growth Through Strategic Investments With assets under management valued in the billions and a focus on early and late-stage investments, Meritage Group offers potential sales opportunities related to financial services, fund administration, and specialized investment technologies.

Strong Industry Presence Operating in major financial hubs such as San Francisco, Greenwich, and New York City with a motivated team, the company is well-positioned for partnership in financial services technology, compliance solutions, and data management platforms.

Focus on Private Equity Meritage Group's long-standing investment history since 1997 and extensive experience in private equity suggest potential collaboration in deal sourcing, due diligence solutions, and portfolio management tools tailored for sophisticated investors.

Meritage Group Tech Stack

Meritage Group uses 5 technology products and services including Apple iCloud Mail, DocuSign, GoDaddy, and more. Explore Meritage Group's tech stack below.

  • Apple iCloud Mail
    Email
  • DocuSign
    Miscellaneous
  • GoDaddy
    Web Hosting
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers

Media & News

Meritage Group's Email Address Formats

Meritage Group uses at least 1 format(s):
Meritage Group Email FormatsExamplePercentage
FLast@meritagegroup.comJDoe@meritagegroup.com
45%
First@meritagegroup.comJohn@meritagegroup.com
9%
LFirst@meritagegroup.comDJohn@meritagegroup.com
1%
FLast@meritagegroup.comJDoe@meritagegroup.com
45%

Frequently Asked Questions

Where is Meritage Group's headquarters located?

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Meritage Group's main headquarters is located at San Francisco, California 94111 United States. The company has employees across 1 continents, including North America.

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

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Meritage Group's official website is meritagegroup.com and has social profiles on LinkedIn.

What is Meritage Group's NAICS code?

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Meritage Group's NAICS code is 52 - Finance and Insurance.

How many employees does Meritage Group have currently?

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As of March 2026, Meritage Group has approximately 63 employees across 1 continents, including North America. Key team members include Chief Technology Officer: H. B.Chief Financial Officer: T. J.Vice President - Real Estate: M. C.. Explore Meritage Group's employee directory with LeadIQ.

What industry does Meritage Group belong to?

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Meritage Group operates in the Financial Services industry.

What technology does Meritage Group use?

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Meritage Group's tech stack includes Apple iCloud MailDocuSignGoDaddyApacheApache HTTP Server.

What is Meritage Group's email format?

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Meritage Group's email format typically follows the pattern of FLast@meritagegroup.com. Find more Meritage Group email formats with LeadIQ.

When was Meritage Group founded?

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Meritage Group was founded in 1997.

Meritage Group

Financial ServicesCalifornia, United States51-200 Employees

Meritage Group LP is an investment adviser registered with the U.S. Securities and Exchange Commission (the "SEC") with assets under management of $12.6B as of January 1, 2026. Meritage Group LP's Form ADV may be accessed on the SEC's website.

The Meritage® investment strategy started in 1997, and Meritage Group LP currently manage investments, both directly and through external managers, in public and private equity, credit and real estate.

Meritage Group LP has offices in San Francisco, Greenwich, and New York City and currently has approximately 55 personnel. The senior managing directors of Meritage Group LP and its affiliates are Nat Simons, Laura Baxter-Simons, Alex Magaro and Arif Mawji.

Section iconCompany Overview

Headquarters
San Francisco, California 94111 United States
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Meritage Group's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Meritage Group's revenue is estimated to be in the range of $50M$100M

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