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Meritage Partners, Inc.

M&A Advisory Firm

Newport Beach, California HQ

Member since
2010
Deals they've closed
40
About
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 fina…
Team (8)
Recent Transactions (40)
Meritage Partners, Inc.
Home repairs, e.g. roof, gutters, chimney, carpentry, window replacement, Roof insulation contractor, Roofing Contractors
Advised

Brody Allen Exteriors

in their acquisition by

Bertram Capital / Ridgeline Roofing

February 2025

Meritage Partners, Inc.
Building materials supply dealers, Drywall supplies distributors (wholesalers), Hardware Stores, Industrial fastener distributors (wholesalers), Roofing, Siding, and Insulation Material Distributors (Wholesalers)
Advised

Howard & Sons Building Materials

in their acquisition by

Gypsum Management & Supply

May 2024

Meritage Partners, Inc.
Engineering consulting services, Engineering design services, Heating engineering consulting services, Mechanical engineering services
Advised

Anonymous

in their acquisition by

Anonymous

January 2024

Meritage Partners, Inc.
Bank chests, metal, manufacturing, Chests, fire or burglary resistive, metal, manufacturing, Coolers or ice chests, plastics (except foam), manufacturing, Drums, plastics (i.e., containers), manufacturing, Glass Container Manufacturing, Hot tubs, plastics or fiberglass, manufacturing, Ice chests or coolers, urethane or other plastics foam (except polystyrene) manufacturing, Laundry tubs, metal, manufacturing, Laundry tubs, plastics, manufacturing, Metal Can, Box, and Other Metal Container (Light Gauge) Manufacturing, Printing, Safe deposit boxes and chests, metal, manufacturing, Trash containers, plastics, manufacturing, Utility containers (e.g., baskets, bins, boxes, buckets, dishpans, pails), plastics (except foam), manufacturing
Advised

ACORN PACKAGING, INC.

in their acquisition by

PRIVATE BUYER

August 2023

Meritage Partners, Inc.
Health Care Services, Research and Development in the Physical, Engineering, and Life Sciences
Advised

ADVANCED MEDICAL LABORATORIES

in their acquisition by

LAB CORP

August 2023

Meritage Partners, Inc.
Health Care Services
Advised

CHROMOSOMAL LABORATORIES, INC.

in their acquisition by

SOLUTIONPOINT INTERNATIONAL

August 2023

Meritage Partners, Inc.
Administration of Environmental Quality Programs, All Other Nonmetallic Mineral Mining, Architecture, Engineering, and Construction (ACE), Asphalt and asphaltic materials made in petroleum refineries, Asphalt paving mixtures made in petroleum refineries, Asphalt Paving, Roofing, and Saturated Materials Manufacturing, Biotechnology research and development laboratories or services in environmental science, Cement and Concrete Product Manufacturing, Clay Building Material and Refractories Manufacturing, Concrete Block and Brick Manufacturing, Engineering Services (Non-Construction), Environmental Consulting Services, Environmental research and development laboratories or services (except biotechnology research and development), Environmental testing laboratories or services, Government Facilities Services, Pollution testing (except automotive emissions testing) services, Research and Development in the Physical, Engineering, and Life Sciences, Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Q
Advised

CTL ENVIROMENTAL SERVICES

in their acquisition by

COFFEY

August 2023

Meritage Partners, Inc.
Health Care Services, Research and Development in the Physical, Engineering, and Life Sciences
Advised

WESTERN PATHOLOGY CONSULTANTS

in their acquisition by

AURORA DIAGNOSITCS

August 2023

Meritage Partners, Inc.
Automobile antennas manufacturing, Automobile hardware, metal, manufacturing, Automobile radio receivers manufacturing, Automobile skid chains made from purchased wire, Automobile storage batteries manufacturing, Automobile suspension springs, heavy gauge metal, manufacturing, Automotive electrical switches manufacturing, Automotive Industry Hardware Technology, Automotive light bulbs manufacturing, Automotive or aircraft wire and cable made in aluminum wire drawing plants, Automotive theft alarm systems manufacturing, Car alarm manufacturing, Car stereos manufacturing, Car wheels, rolled steel, made in iron and steel mills, Compact disc players (e.g., automotive, household-type) manufacturing, Gauges (e.g., oil pressure, water temperature, speedometer, tachometer), motor vehicle, manufacturing, Glass, automotive, made from purchased glass, Motor vehicle belts, rubber or plastics, manufacturing, Motor Vehicle Body and Trailer Manufacturing, Motor vehicle hardware, metal, manufacturing, Motor vehicle hoses, ru
Advised

EXPRESS TRANSPORT SOLUTIONS, INC.

in their acquisition by

TATUM LOGISTICS, LLC

August 2023

Meritage Partners, Inc.
Automobile antennas manufacturing, Automobile hardware, metal, manufacturing, Automobile radio receivers manufacturing, Automobile skid chains made from purchased wire, Automobile storage batteries manufacturing, Automobile suspension springs, heavy gauge metal, manufacturing, Automotive electrical switches manufacturing, Automotive Industry Hardware Technology, Automotive light bulbs manufacturing, Automotive or aircraft wire and cable made in aluminum wire drawing plants, Automotive theft alarm systems manufacturing, Car alarm manufacturing, Car stereos manufacturing, Car wheels, rolled steel, made in iron and steel mills, Compact disc players (e.g., automotive, household-type) manufacturing, Gauges (e.g., oil pressure, water temperature, speedometer, tachometer), motor vehicle, manufacturing, Glass, automotive, made from purchased glass, Motor vehicle belts, rubber or plastics, manufacturing, Motor Vehicle Body and Trailer Manufacturing, Motor vehicle hardware, metal, manufacturing, Motor vehicle hoses, ru
Advised

EXPRESS TRANSPORT SOLUTIONS, INC.

in their acquisition by

TATUM LOGISTICS, LLC

August 2023

Meritage Partners, Inc.
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences
Advised

Infastructure Engineers

in their acquisition by

Bowman Consulting Group

June 2023

Meritage Partners, Inc.
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences
Advised

Retrofit Technologies

in their acquisition by

Oxbow Equity

April 2023

Meritage Partners, Inc.
Aerospace Product and Parts Manufacturing, Aircraft and automotive wire and cable (except aluminum, copper) made from purchased nonferrous metals (except aluminum, copper) in wire drawing plants, Aircraft and automotive wire or cable made from purchased copper in wire drawing plants, Aircraft carrier catapults manufacturing, Aircraft distributors (wholesalers), Aircraft engine cradles manufacturing, Aircraft engine instruments manufacturing, Aircraft engines and parts distributors (wholesalers), Aircraft equipment and supplies distributors (wholesalers), Aircraft hardware, metal, manufacturing, Aircraft lighting fixtures manufacturing, Aircraft loading hoists manufacturing, Aircraft Manufacturing, Aircraft seats manufacturing, Aircraft tire manufacturing, Ammunition (except Small Arms) Manufacturing, Ammunition (except sporting) distributors (wholesalers), Ammunition boxes, light gauge metal, manufacturing, Ammunition boxes, wood, manufacturing, Automotive or aircraft wire and cable made in aluminum wire draw
Advised

Confidential Company

in their acquisition by

Confidential Buyer

November 2022

Meritage Partners, Inc.
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences
Advised

KNA Structural Engineers

in their acquisition by

RTM Engineering Consultants

July 2022

Meritage Partners, Inc.
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences
Advised

DEC Engineers

in their acquisition by

DC Capital Partners

March 2022

Meritage Partners, Inc.
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences
Advised

MWE Engineering

in their acquisition by

DC Capital Partners

March 2022

Meritage Partners, Inc.
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences
Advised

Englekirk

in their acquisition by

WSP

September 2021

Meritage Partners, Inc.
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Hospitals, Nursing and Residential Care Facilities, Research and Development in the Physical, Engineering, and Life Sciences, Veterinary Services
Advised

Meritage Partners, Inc.

in their acquisition by

HED Design

April 2021

Meritage Partners, Inc.
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences
Advised

tk1sc

in their acquisition by

WSP USA

January 2021

Meritage Partners, Inc.
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences
Advised

RCE Engineering Consultants

in their acquisition by

RTM Engineering Consultants

November 2020

Meritage Partners, Inc.
Health Care Services, Research and Development in the Physical, Engineering, and Life Sciences
Advised

UNICARE LABORATORY, INC.

in their acquisition by

LAB CORP

September 2020

Meritage Partners, Inc.
Alternative energy (e.g., geothermal, ocean wave, solar, wind) structure construction, Electric power generation, tidal, Hydroelectric Power Generation, Solar Electric Power Generation, Solar power structure construction, Wind Electric Power Generation
Advised

Brummitt Energy Associates Inc.

in their acquisition by

stok

November 2019

Meritage Partners, Inc.
Adhesive Manufacturing, Architectural and Structural Metals Manufacturing, Asphalt roofing construction machinery manufacturing, Building materials (e.g., fascia, panels, siding, soffit), plastics, manufacturing, Building panels, corrugated and flat, plastics, manufacturing, Ceiling lumber, dressed, resawing purchased lumber, Ceramic tiles, floor and wall, manufacturing, Dimension stone for buildings manufacturing, Door locks, metal, manufacturing, Doors and door frames, plastics, manufacturing, Doors, unframed glass, made from purchased glass, Fabricated Metal Product Manufacturing, Gypsum building products manufacturing, Machine Shops; Turned Product; and Screw, Nut, and Bolt Manufacturing, Other Concrete Product Manufacturing, Other Millwork (including Flooring), Prefabricated Metal Building and Component Manufacturing, Prefabricated Wood Building Manufacturing, Roof deck, sheet metal (except stampings), manufacturing, Roofing (i.e., single ply rubber membrane) manufacturing, Roofing tile, clay, manufactur
Advised

Reedy Refrigeration, LLC

in their acquisition by

TDI Refrigeration

September 2019

Meritage Partners, Inc.
Health Care Services
Advised

SBT Labs

in securing investment from

Confidential

June 2019

Meritage Partners, Inc.
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences
Advised

Penco Engineering, Inc.

in their acquisition by

Cannon Engineering

May 2018

Meritage Partners, Inc.
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences
Advised

Hope-Amundson, Inc

in their acquisition by

Coffman Engineeers, Inc.

October 2017

Meritage Partners, Inc.
Nonscheduled Chartered Freight Air Transportation, Process, Physical Distribution, and Logistics Consulting Services, Scheduled Freight Air Transportation
Advised

Tatum Logistics

in their acquisition by

Aerostar Global Logistics

May 2017

Meritage Partners, Inc.
Health Care Services
Advised

IDX PATHOLOGY, INC.

in their acquisition by

LAB CORP

March 2016

Meritage Partners, Inc.
Process, Physical Distribution, and Logistics Consulting Services
Advised

K-Line, Inc.

in their acquisition by

Longitude Logistics

October 2015

Meritage Partners, Inc.
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences
Advised

VA Consulting, Inc.

in their acquisition by

Stantec, Inc.

September 2015

Meritage Partners, Inc.
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences
Advised

Penfield & Smith Engineering

in their acquisition by

Stantec

October 2014

Meritage Partners, Inc.
Health Care Services, Healthcare Software (Consumer), Healthcare Software (Enterprise), Hospitals, Nursing and Residential Care Facilities, Veterinary Services
Advised

Monte Vista Medical Laboratory

in their acquisition by

Public Laboratory Company

September 2014

Meritage Partners, Inc.
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences
Advised

Center Glass Company Inc.

in their acquisition by

Private investor

August 2014

Meritage Partners, Inc.
Health Care Services
Advised

Path Logic

in their acquisition by

Mainsail Partners

July 2014

Meritage Partners, Inc.
Administration of Environmental Quality Programs, Alumina and Aluminum Production and Processing, Biotechnology research and development laboratories or services in environmental science, Coastal and Great Lakes Freight Transportation, Deep Sea Freight Transportation, Environmental Consulting Services, Environmental research and development laboratories or services (except biotechnology research and development), Environmental testing laboratories or services, Freight railways, line-haul, Freight railways, short-line or beltline, Fuel Dealers, Government Facilities Services, Inland Water Freight Transportation, Jewelry, natural or cultured pearls, manufacturing, Pearls, costume, manufacturing, Petroleum Refineries, Pipeline Transportation, Pollution testing (except automotive emissions testing) services, Primary Metal Manufacturing, Services to Buildings and Dwellings, Tanker trucking (e.g., chemical, juice, milk, petroleum), local, Tanker trucking (e.g., chemical, juice, milk, petroleum), long-distance, Wast
Advised

Environmental Management Systems

in their acquisition by

Insight Equity

July 2013

Meritage Partners, Inc.
Administration of Environmental Quality Programs, Biotechnology research and development laboratories or services in environmental science, Environmental Consulting Services, Environmental research and development laboratories or services (except biotechnology research and development), Environmental testing laboratories or services, Fabricated Structural Metal Manufacturing, Ferrous Metal Foundries, Government Facilities Services, Iron and Steel Forging, Iron and Steel Mills and Ferroalloy Manufacturing, Pollution testing (except automotive emissions testing) services, Services to Buildings and Dwellings, Steel Product Manufacturing from Purchased Steel, Waste Management and Remediation Services, Waste Treatment and Disposal
Advised

ENVIRONMENTAL MANAGEMENT SYSTEMS

in their acquisition by

VERSATILE PROCESSING GROUP

July 2013

Meritage Partners, Inc.
Research and Development in the Physical, Engineering, and Life Sciences
Advised

Unicare Laboratory, Inc.

in their acquisition by

LabCorp

December 2012

Meritage Partners, Inc.
Health Care Services
Advised

Chromosomal Laboratories, Inc.

in their acquisition by

SolutionPoint International

February 2012

Meritage Partners, Inc.
Process, Physical Distribution, and Logistics Consulting Services, Truck Transportation
Advised

Willin Trucking

in their acquisition by

Longitude Logistics

October 2011

Meritage Partners, Inc.
Health Care Services
Advised

Western Pathology Consultants

in their acquisition by

Aurora Diagnositcs

January 2011

Sectors Meritage Partners, Inc. serves:
Manufacturing
Consumer Goods
Industrials
Technology
Retail
Business Services
Distribution
Energy & Utilities
Materials
Health Care
Financial Services
Life Sciences
Telecommunications

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Member since
2010
Deals they've closed
40
Team (8)
Join as Owner Join as Investor