What kind of companies does Meritage work with?

We work with ambitious, growth-minded leaders who want to build something enduring. At the earlier stage, our clients have some real traction—often $2M+ in revenue or have raised $3M+ in outside capital—and are navigating the shift from entrepreneurial momentum to disciplined scale. 

Many of our companies have between $10M and $50M in revenue, though we also regularly partner with much larger organizations facing meaningful transformation, including public companies. 

What matters most isn’t size or industry, but mindset: leaders who are open to change, committed to growth, and more concerned about standing still than doing the hard work required to move forward.

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All businesses face challenges. Execution decides who wins.

We partner with select leaders to establish world-class execution—bringing operational discipline, capital fluency, and thoughtful modernization to build remarkable businesses.
"Jay has been with us from the beginning of our EOS journey. His knowledgable and professional approach helped overcome the natural reticence that accompanies any major operational change."
Carl Koelbel
CEO, Koelbel
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