Meritage Partners
Likely to Engage tag.Highly Engaged Employees

Business Services · California, United States · 1-10 Employees

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Overview

Headquarters

2901 W Coast Hwy Ste 200, Newport Beach,...

Phone Number

(949) 522-9121

Revenue

<$5 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Meritage Partners

Meritage Partners is a multi-disciplined mergers and acquisitions advisory firm specializing in the lower-middle markets. They provide investment consulting services to privately-held businesses across various industries, including architecture, engineering, construction, healthcare, manufacturing, software, technology, and industrial services. With a team of entrepreneur-minded advisors, they facilitate transactions and offer strategic guidance to ensure alignment between buyers and sellers. Their extensive experience and commitment to client success have made them a trusted partner in navigating complex M&A processes.Explore more
Meritage Partners's Social MediaPopular SearchesMeritage Partners IncMeritage PartnersMeritage Partners LLCMeritage Partner'sSIC Code 87,874NAICS Code 54,541Show more

Meritage Partners Org Chart

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Director, Operations

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Principal Consultant

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BS
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Advisor

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BP
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Mergers Project Coordinator & Acquisitions Ad...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Meritage Partners

<$5M
1-10
Private
-
2005
DR
Daniel RoboskyDirector, Operations
<$5M
11-50
Private
<$5M
2002
Joseph Orlando, Vice President, Valuation Services at Exit Strategies Group
Joseph OrlandoVice President, Valuation Services
<$5M
11-50
Private
-
2006
MG
Michael GreccoChief Financial Officer
<$5M
1-10
Private
-
2015
IS
Ian SummeChief Revenue Officer & Partner
<$5M
1-10
Private
-
2009
DP
Douglas PetilloStrategic Advisor
<$5M
1-10
Private
-
2015
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Meritage Partners is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Meritage Partners is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Meritage Partners.

Meritage Partners Tech Stack

A closer look at the technologies used by Meritage Partners

Meritage Partners News & Media

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Frequently Asked Questions Regarding Meritage Partners

What is Meritage Partners's official website?
Meritage Partners's official website is www.meritage-partners.com
What is Meritage Partners's Revenue?
Meritage Partners's revenue is <$5 Million
What is Meritage Partners's SIC code?
Meritage Partners's SIC: 87,874
What is Meritage Partners's NAICS code?
Meritage Partners's NAICS: 54,541
How many employees does Meritage Partners have?
Meritage Partners has 1-10 employees
What industry does Meritage Partners belong to?
Meritage Partners is in the industry of: Business Services, Finance, Project Management
What is Meritage Partners competition?
Meritage Partners top competitors include: Vesticor Advisors, Harbor Ridge Capital, MAPP Advisors, Kreshmore Group
What technology does Meritage Partners use?
Some of the popular technologies that Meritage Partners uses are: WordPress.org, PHP, Cloudflare CDN, Microsoft Active Directory
How do I contact Meritage Partners?
Meritage Partners contact info: Phone number: (949) 522-9121 Website: www.meritage-partners.com
What does Meritage Partners do?

Meritage Partners is a multi-disciplined mergers and acquisitions advisory firm specializing in the lower-middle markets. They provide investment consulting services to privately-held businesses across various industries, including architecture, engineering, construction, healthcare, manufacturing, software, technology, and industrial services. Wit... h a team of entrepreneur-minded advisors, they facilitate transactions and offer strategic guidance to ensure alignment between buyers and sellers. Their extensive experience and commitment to client success have made them a trusted partner in navigating complex M&A processes.Read More

What are Meritage Partners social media links?
Meritage Partners Linkedin page Meritage Partners Twitter page Meritage Partners Facebook page
Is Meritage Partners a public company?
Meritage Partners is private company therefore does not currently have an official ticker symbol
See more information about Meritage Partners

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