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

Tax Strategy w/ Alex Sentell

In this episode, Brian Franco and Alex Sentell share strategies for wealth preservation through proactive tax planning, especially before liquidity events. Together, they discuss the importance of coordinating with advisors, leveraging tax strategies, and building a team to maximize wealth growth and protect assets.
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Brian Franco
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Structuring the Deal w/ Paul Marino & Brian Franco

This episode features Brian Franco and legal expert Paul Marino discussing the intricacies of private capital markets, deal structuring, and how founders can prepare for successful exits. Key topics include the importance of deal structure over valuation, risk management, and strategic preparation.
Brian Franco
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Mike Pring & Brian Franco: Investing for the Future

In this episode, Brian Franco interviews industry expert Mike Pring about the evolution of manufacturing technology, the impact of AI and IoT, and investment opportunities in industrial automation. They explore how technology is transforming manufacturing processes, supply chains, and investment strategies.
Brian Franco
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Deal Closure: Heritage Construction Announcement

Deal Closure: Heritage Construction Announcement
Brian Franco
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Howard & Sons Closing Announcement (Re-Upload)

Howard & Sons Closing Announcement (Re-Upload)
Brian Franco
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.