To start, we work with companies of merit—the people who are doing extraordinary things. Combine merit with heritage, and we’re reminded that we too are entrepreneurs with decades of experience.
And then there are the wine aficionados among us, who remind us that the name Meritage also denotes the art of winemaking. When you see Meritage on the label, you know you’re about to enjoy a fine blend comprised of the very best of its vintage. Take a closer look at what our team brings to the table, and you’ll see: Our blend of talents creates a balance of expertise that’s unsurpassed in our industry.
Our story started more than 30 years ago, when our founders came together to manage institutional venture capital and private equity funds. During this time, we raised more than $1 billion in a series of funds, and seven of the companies we’ve invested in have been exited with valuations in excess of $1 billion. In 2014 our founders made a decision to stop raising institutional capital and instead, opted to pool personal capital to invest. This allows us to offer the services we excel at—investing, strategic planning, and fund administration—to organizations outside of the Meritage family.
Over the years we learned a thing or two about running a successful entrepreneurial venture. And we’ve honed in on the type of companies we love to work with—companies whose values complement our own. We’re a team of doers, a team of problem solvers intent on doing the right thing.
Our passion today is to help others build remarkable organizations in three ways: First, we invest in like-minded businesses that need capital to grow. Second, we give entrepreneurs the tools and strategies they need to get what they want from their business. And third, we provide back office support to entrepreneurs and fund managers.