?? A&E CEOs: Are You Built to Sell? ?? Join us for an exclusive A&E CEO Roundtable next Thursday, February 20, 2025, at 12 PM PST, hosted by Meritage Partners. This session is designed to help firm leaders understand valuation, exit readiness, and key M&A trends to position their companies for a successful transition. ?? Expert Panel: ?? Brian Franco (Meritage Partners) ?? Michelle Generaux (Murtaugh Law) ?? Charles Mariano (Customers Bank) ?? Joe Belden (Belden, Hiramoto, Liu & Co., LLP) Agenda Highlights: ? Industry Trends & Valuation Drivers – EBITDA multiples, backlog, and strategic positioning ? Transferability Risks & Exit Planning – Operational efficiency, leadership transition ? Guest CEO Case Study – Tony Ghodsi shares his acquisition success story ? Open Q&A & Peer Discussion – Engage with industry peers ?? Space is limited – DM me now to RSVP (Exclusive to A&E firm CEOs/Presidents/Owners) Looking forward to an insightful discussion! #AEC #MergersAndAcquisitions #ExitPlanning #Valuation #CEORoundtable #PrivateEquity #BusinessGrowth #Architecture #Engineering #CEO
Meritage Partners
投资银行业务
Newport Beach,CA 614 位关注者
M & A Advisory | Exit Planning Strategies | Investment Banking | Over $2.0 Billion Deployed in Capital
关于我们
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.
- 网站
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https://www.meritage-partners.com
Meritage Partners的外部链接
- 所属行业
- 投资银行业务
- 规模
- 2-10 人
- 总部
- Newport Beach,CA
- 类型
- 私人持股
- 创立
- 2005
- 领域
- Mergers & Acquisitions、Business Valuations、Exit Strategy、Consulting / Business Advisory和Capital Advisory
地点
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主要
2901 West Coast Highway
Suite 200
US,CA,Newport Beach,92663
Meritage Partners员工
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Mary Beth Vieha
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Brian Franco
Mergers and Acquisitions | Investment Banking | The M&A Guy Podcast Exit your business at enhanced valuations. Billions Transacted. Billions of…
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Kate Verstuyft
Global consultant to SMB and alcohol beverage industries - Seattle - SF Bay Area - Chicagoland - San Diego
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Craig M. Taggart
Regional Sales Manager at Blytheco LLC
动态
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?? Big news! ?? Meritage Partners is thrilled to announce that we have ranked #7 out of the top 25 M&A firms for 2024 on Axial! ?? Which means... Top 10 in the country. ?? This recognition is a huge honor and comes thanks to Axial’s league table ranking methodology, which takes into account: Client quality ?? Buyside targeting ?? M&A process effectiveness ?? and Deal outcomes. ?? A massive congratulations to all the investment banks and M&A advisory firms who have made remarkable achievements in deal-making this past year! We’re proud to be in such an esteemed company and look forward to continuing to deliver exceptional results for our clients. ?? #MergersAndAcquisitions #DealMaking #Axial #MandAfirm #MeritagePartners #2024Rankings
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Unlock the True Value of Your Business with Brian Franco In this brief but insightful video, Brian Franco, Founder and CEO of Meritage Partners, dives into the nuances of business valuation—exploring key metrics like EBITDA and how businesses can position themselves across the value spectrum to maximize their outcomes. Brian's deep expertise in M&A advisory and business strategy has helped countless companies uncover hidden value and realize their full potential. Whether you're preparing for an exit, seeking growth, or just curious about where your business stands, Brian provides the clarity and roadmap needed to achieve your goals. ?? Looking to take your business to the next level? ?? Invite Brian Franco to speak at your next event and inspire your audience with actionable insights. ?? Book a business assessment or valuation consultation today and uncover the opportunities waiting within your organization. Get in touch now and see how Meritage Partners can help you navigate your next steps with confidence. #BusinessValuation #MergersAndAcquisitions #EBITDA #GrowthStrategy #MeritagePartners #Leadership #BusinessSuccess
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??? Happy New Year from Meritage Partners! ?? As we say goodbye to another incredible year, we want to take a moment to thank each and every one of you for your support, trust, and partnership. Your continued loyalty has made 2024 a memorable year, and we couldn’t have done it without you! Here’s to new beginnings, exciting opportunities, and success in 2025. Wishing you all a prosperous and joyful New Year ahead!?? #HappyNewYear #Welcome2025 #CheersToTheFuture
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??? Happy Holidays from Meritage Partners! ??? As we wrap up another successful year, we want to take a moment to thank our incredible clients, partners, and team for your trust and collaboration. Wishing you all a joyous holiday season filled with warmth, laughter, and cherished moments. Here’s to new opportunities and shared success in the year ahead! ?? #HappyHolidays #MeritagePartners #Gratitude #SuccessTogether #MerryChristmas
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??? Exciting News! LOI SIGNED ?? We’re thrilled to announce that our client in the home services space has just signed a Letter of Intent (LOI). Through our strategic guidance and industry expertise, we helped them achieve maximum valuation, positioning their business for an incredible future. If you're considering selling your business or exploring growth opportunities, let’s talk about how we can help you achieve your goals too.??? ? #BusinessSuccess #LOI #HomeServices #MergersAndAcquisitions #ValuationExperts
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I have an exciting announcement to share with YOU. ?? Are you ExitReady??? It is reported that over 75% of Founders and CEO's do not have an exit strategy plan for their respective companies. Do you? About Brian Franco and Meritage Partners: I collapse time by providing #Founders and #CEOs the capital needed for start-up, scale-up, and M&A opportunities. We engineer an exit strategy designed to create generational wealth through significant exits. Our access to capital accelerates growth and boosts enterprise value, attracting larger investors and buyers to acquire your business. Over $2 trillion of committed capital is currently seeking opportunities. DM me to learn more about building your exit strategy plan and harvesting the wealth from your business. #exitready #bfrank #startup #scaleup #exit #Mergersandacquisitions
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Experts and business leaders Scott Porter, Jennifer Stewart, Patrick McCurdy, Mark Censoprano, and Brian Franco discuss "Two Paths to Growth: Organic and Acquisition Strategies" at the Opus Connect NYC Healthcare CEO Forum today, sharing insights based on years of experience and expertise! #OpusConnect #NYC #HealthcareCEOForum #CEO #Leadership #BusinessStrategy #Healthcare
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Brian Franco will be leading a panel discussion today at the Opus - Healthcare CEO Forum
Doing what we do best - facilitating connections and driving collaboration at the Opus Connect NYC Healthcare Deal Connect today! A big thanks to our sponsors Greenberg Traurig, LLP, Anatomy IT, CAC Specialty, Coker, Cypress Associates LLC, GRYPHON, Martis Capital, Medix?, Meritage Partners, Onspire Health Marketing and Withum for your support!
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What an incredible time at the Opus Connect Health Conference in New York City! The energy, collaboration, and insights shared at this event were truly inspiring. I’m grateful for the opportunity to connect with such talented professionals and contribute to meaningful conversations around the future of healthcare. ?? In the pictures, I’m joined by an incredible group of leaders, sharing invaluable perspectives on how we can drive innovation in healthcare. Thank you to everyone who made this event such a success. Here’s to driving impactful change together! #OpusConnect #HealthcareInnovation #Collaboration #Networking #MergersAndAcquisitions
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