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Here you can find the latest Meritage Partners news and headlines.

Selling Your Business – Miguel Delgado & Brian Franco: SPECIAL EPISODE

In this conversation, Miguel Delgado and Brian Franco discuss the critical aspects of business transition, focusing on the importance of succession planning, emotional readiness, and the common mistakes business owners make when preparing for an exit. They emphasize the need for early planning, assessing both financial and emotional readiness, and the significance of aligning personal […]
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Philipp Moosbeckhofer
Company Feed

Scaling Trust & Culture before Profit w/ Steven Sedory

In this episode, Brian Franco interviews Steven Sedory, founder and CEO of Vertical IT Solutions, discussing his entrepreneurial journey, the strategic shift towards mergers and acquisitions, and the importance of building trust and cultural integration in business. Steven shares insights on the challenges faced during acquisitions, the significance of maintaining relationships, and offers valuable advice […]
Philipp Moosbeckhofer
Company Feed, Healthcare

What the Wellness Boom Means for Healthcare M&A in 2025

As U.S. wellness spending surpasses $2 trillion, healthcare investors are paying close attention. In this post, Meritage Partners explores how wellness trends are creating new M&A opportunities across digital mental health, concierge care, and senior living. Discover why the line between healthcare and consumer wellness is disappearing—and what that means for dealmakers in 2025.
Philipp Moosbeckhofer
Company Feed, Engineering

Testimonial: Brody Allen Exteriors & Bertram Capital Deal Closure

In this episode of the M&A Guy podcast, host Brian Franco speaks with Zachary Bassi from Bertram Capital about their recent acquisition of Allen Exteriors. They discuss the importance of preparation and transparency in the deal process, the challenges faced during the transaction, and the significance of cultural alignment when partnering with private equity. Zach […]
Philipp Moosbeckhofer
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The M&A Guy

Podcast · Brian T. Franco · Welcome to “The M&A Guy”—the podcast where we break down the world of mergers, acquisitions, and business growth. If you’re a founder, entrepreneur, or just someone looking to level up, this is your backstage pass to the strategies and insights that drive deals and build wealth. No fluff, no […]
Philipp Moosbeckhofer
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Scrubs & Strategy: Healthcare Innovations w/ Haley Schwartz

In this episode of the M&A Guy podcast, host Brian Franco speaks with Haley Schwartz, Founder of Catalyze Healthcare, about the intersection of healthcare and technology. They discuss the challenges and barriers to innovation in the healthcare sector, including regulatory hurdles and the need for capital. The conversation also explores the commercialization of healthcare products, […]