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

Avoiding Costly Financial Mistakes in Business w/ Jason Regehr

In this episode of the M&A Guy Podcast, host Brian Franco discusses the critical theme of financial readiness before a business deal with CFO Jason. They explore the common financial gaps that businesses face, particularly in inventory and receivables, and the importance of having good processes in place to ensure financial stability and readiness for […]
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Philipp Moosbeckhofer
Company Feed

Scaling with Purpose w/ Darin Anderson of Salas O’Brien

In this episode of the M&A Guy podcast, host Brian Franco interviews Darin Anderson, CEO of Salas O’Brien, discussing the philosophy and strategies behind successful mergers and acquisitions. They explore the importance of culture, trust, and alignment in partnerships, as well as the foundational principles that have guided Salas O’Brien through over 50 successful mergers. […]
Philipp Moosbeckhofer
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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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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, […]