Insights

Niche Market Focus Meritage Partners specializes in advising privately-held businesses in the low to mid-market segments across North America, presenting opportunities to offer tailored financial services, technology solutions, or strategic partnerships that cater to this specific client base.

Recent Investment Activity The company's recent $10M investment in Enlyt Health indicates active engagement in innovative healthcare technology sectors, suggesting potential for collaboration or additional funding opportunities in health tech startups or digital health platforms.

Growth Potential With ongoing transactions surpassing $2 billion in enterprise value and a revenue range of $1M to $10M, Meritage demonstrates significant growth and deal activity, making it a promising target for expanded service offerings such as advanced analytics, deal origination tools, or advisory technology.

Tech Stack Alignment Meritage’s utilization of platforms like Zoho, WordPress, and Google Workspace suggests openness to adopting or integrating additional modern technology solutions, opening avenues for SaaS providers or digital enablement services to enhance operational efficiency.

Strategic Positioning As a boutique advisory firm with deep private equity ties and comprehensive transaction lifecycle expertise, Meritage serves as a strategic partner for firms seeking to expand their advisory, valuation, or M&A services, which could lead to cross-selling opportunities for specialized consulting or financial products.

Meritage Partners Tech Stack

Meritage Partners uses 8 technology products and services including Calendly, Disqus, WordPress, and more. Explore Meritage Partners's tech stack below.

  • Calendly
    Appointment Scheduling
  • Disqus
    Comment Systems
  • WordPress
    Content Management System
  • Zoho
    Customer Relationship Management
  • Shopify
    E-commerce
  • Google Workspace
    Email
  • Isotope
    Javascript Libraries
  • PHP
    Programming Languages

Meritage Partners's Email Address Formats

Meritage Partners uses at least 1 format(s):
Meritage Partners Email FormatsExamplePercentage
FLast@meritage-partners.comJDoe@meritage-partners.com
41%
First@meritage-partners.comJohn@meritage-partners.com
14%
First.Last@meritage-partners.comJohn.Doe@meritage-partners.com
4%
FLast@meritage-partners.comJDoe@meritage-partners.com
41%

Frequently Asked Questions

Where is Meritage Partners's headquarters located?

Minus sign iconPlus sign icon
Meritage Partners's main headquarters is located at 2901 West Coast Highway Suite 200 Newport Beach, California 92663 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Meritage Partners's phone number?

Minus sign iconPlus sign icon
You can contact Meritage Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

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

Minus sign iconPlus sign icon
Meritage Partners's official website is meritage-partners.com and has social profiles on LinkedIn.

What is Meritage Partners's SIC code NAICS code?

Minus sign iconPlus sign icon
Meritage Partners's SIC code is 8748 - Business Consulting Services, Not Elsewhere Classified NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Meritage Partners have currently?

Minus sign iconPlus sign icon
As of March 2026, Meritage Partners has approximately 13 employees across 2 continents, including North AmericaEurope. Key team members include Chief Operations Officer: D. R.Founder: J. F.Partner: R. P. J.. Explore Meritage Partners's employee directory with LeadIQ.

What industry does Meritage Partners belong to?

Minus sign iconPlus sign icon
Meritage Partners operates in the Investment Banking industry.

What technology does Meritage Partners use?

Minus sign iconPlus sign icon
Meritage Partners's tech stack includes CalendlyDisqusWordPressZohoShopifyGoogle WorkspaceIsotopePHP.

What is Meritage Partners's email format?

Minus sign iconPlus sign icon
Meritage Partners's email format typically follows the pattern of FLast@meritage-partners.com. Find more Meritage Partners email formats with LeadIQ.

When was Meritage Partners founded?

Minus sign iconPlus sign icon
Meritage Partners was founded in 2005.

Meritage Partners

Investment BankingCalifornia, United States11-50 Employees

Meritage Partners ("Meritage") is a multifaceted advisory firm specializing in mergers and acquisitions, capital advisory, and strategic exit planning, with a focus on the low to mid markets. Our exceptional team boasts a wide range of expertise from entrepreneurs, investment banking, corporate finance, private equity, law, and accounting, collectively amassing over 130 years of experience. With deep-rooted backgrounds in private equity, encompassing roles as investors and trusted advisors, we have actively contributed to transactions exceeding $2 billion in enterprise value.

This wealth of experience empowers Meritage to offer comprehensive and customized guidance tailored to each client's unique industry and circumstances. Our client base includes privately-held businesses spanning diverse industries across North America. Meritage provides an all-encompassing suite of services covering the entire transaction lifecycle. From initial assessments, valuations, and the identification of value drivers to the development of robust go-to-market strategies, precise deal origination, thorough due diligence, meticulous deal structuring, skilled negotiation facilitation, and seamless post-merger integration, we offer expert guidance and support at every phase.

Section iconCompany Overview

Headquarters
2901 West Coast Highway Suite 200 Newport Beach, California 92663 United States
Phone number
SIC Code
8748 - Business Consulting Services, Not Elsewhere Classified
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Meritage Partners's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Meritage Partners's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.