Meritage Group Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Meritage Group has acquired 1 company.

Meritage Group’s most common sector for investment issoftware (100%). The Firm’s most common investment types include secondary buyout (100%). In total, Meritage Group has invested in 1 US state.

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M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Meritage Group LP

San Francisco, California
United States
www.meritagegroup.com

Meritage Group is an asset manager and advisory group that manages investments, both directly and through external managers, in public and private equity, credit and real estate. Meritage Group was formed in 1997 and is headquartered in San Francisco, California.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Distribution, Education, Manufacturing

Target Transaction Types: Buyout (LBO, MBO, MBI)

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.2/yr) # - - 1 - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Liaison International, Inc. 2019-11-22 - Secondary Buyout
Watertown, Massachusetts · www.liaisonedu.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Liaison International, Inc. 2019-11-22 TargetX.com LLC 2020-10-05 2
Watertown, Massachusetts · www.liaisonedu.com Conshohocken, Pennsylvania · www.targetx.com

M&A by Sector

Sector Current # Value All-time # Value
Software 1 (100%) - 1 (100%) -
Total 1 - 1 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (100%) - 1 (100%) -
  Massachusetts 1 (100%) - 1 (100%) -
Total 1 - 1 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 1 (100%) - 1 (100%) -
Total 1 - 1 -

M&A Connections

Deals
Acquired from
Investor(s)
100%
1 (100%)

Investor Summary

Investor Type

Asset Manager

Size

Mega

Established

1997

Specialist/Generalist

Generalist

Leadership

Nat Simons

Managing Director

Alex Magaro

Co-President

Arif Mawji

Co-President

Laura Baxter-Simons

General Counsel & CCO

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