At Meritage, our purpose is to help entrepreneurial leaders build remarkable organizations while leading remarkable lives.
Every leader today faces unprecedented pressure to perform. The rules of competition are being rewritten faster than ever—whether by aggressive new entrants, changing customer expectations, AI disruption, or investors demanding higher returns with lower risk.
For high-growth companies, it's new AI-native competitors appearing daily with massive funding. For acquisition entrepreneurs, it's transforming a business built for the 1990s into one that can compete today. For investment firms, it's the pressure of deploying capital effectively while knowing that 7 out of 10 portfolio companies will struggle not with strategy, but with execution.
Most companies respond to this pressure in one of two ways: they either freeze, paralyzed by the pace of change, or they thrash, chasing every new tool and trend without a system. Leaders feel out of control and their leadership teams grow dysfunctional.
Meanwhile, boards demand results, investors want returns, and employees need clarity. The result? Brilliant companies with great products and services fail not because they lack vision, but because they can't execute fast enough to matter.
Meritage was born from a simple observation: the companies that win aren't necessarily the ones with the best ideas or the most funding—they're the ones that execute with discipline while others chase shiny objects.
Our founding team came together after decades of parallel experiences across wildly different industries. We've built tech companies and bought traditional businesses. We've raised venture funds and bootstrapped new ideas to profitability. We've managed software engineers and frontline employees. But despite these different contexts, we all discovered the same truth: success isn't about working harder—it's about working systematically.
We each found EOS® (Entrepreneurial Operating System) at critical moments in our own companies and watched it transform chaos into clarity. It worked just as well for a 1000-person B2B SaaS company as it did for a multi-location food and beverage company. The principles of operational excellence are universal—only the application changes.
We created Meritage to be what we wished had existed when we were building our own companies: a partner that combines operational excellence, capital expertise, and practical modernization guidance—whether that means implementing AI or just getting your business systems to actually work.
We believe in straight talk, proven systems, and the radical idea that execution beats strategy every time.
