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Meritage Partners (“Meritage”) is a multifaceted advisory firm specializing in mergers and acquisitions, capital advisory, and strategic exit planning, with a focus on the low to mid markets. Our exceptional team boasts a wide range of expertise from entrepreneurs, investment banking, corporate finance, private equity, law, and accounting, collectively amassing over 130 years of experience. With deep-rooted backgrounds in private equity, encompassing roles as investors and trusted advisors, we have actively contributed to transactions exceeding $2 billion in enterprise value.
This wealth of experience empowers Meritage to offer comprehensive and customized guidance tailored to each client’s unique industry and circumstances. Our client base includes privately-held businesses spanning diverse industries across North America. Meritage provides an all-encompassing suite of services covering the entire transaction lifecycle. From initial assessments, valuations, and the identification of value drivers to the development of robust go-to-market strategies, precise deal origination, thorough due diligence, meticulous deal structuring, skilled negotiation facilitation, and seamless post-merger integration, we offer expert guidance and support at every phase.
“Dr. Aaron Levy is an advisory director and member of Meritage-Partners since 2011. With financial performance modeling, human factors and organizational cultural assessments, Aaron’s vast and diverse background as a leader/CEO of private and publicly traded companies, technical innovative engineering skills and overall understanding of organizational human performance, helps bridge the gap between different corporate disciplines, better communicate to sellers, investors and acquirers’ how to optimize the M&A process for the benefit of stakeholders.
Meritage Partners is a licensed M&A firm with over $2.0 Billion in successful transactions. We utilize a proprietary investors’ network and a set of processes to efficiently target an acquirers platform or add-on acquisition. In this process,
Aaron’s expertise is crucial in delivering support for efficient transactions with added valuation to targeted companies. We appreciate Aaron’s vision, insight and experience, delivered in a humble, professional and polite manner. Thank you, Aaron, for your contribution.”
Dr. Aaron U. Levy
Founder & CEO of ETV Global, Inc.
M&A Advisory Director / Meritage Partners
Levy is a partner with Meritage Partners and the CEO of ETV Global, Inc. He specializes in organizational development, restructuring and financial modeling to increase valuations of companies for potential mergers and acquisitions and in the development and execution of effective strategies to achieve sustainable profitable growth.
A value driven turnaround CEO, an innovative technologist, and a published author with global experience, Dr. Levy served as chairman, CEO, president, and director at several publicly traded technology firms and privately held companies in a wide range of industries ranging from early stage and up to $125 million in annual sales with $1 billion in valuation. These include but not limited to high tech, manufacturing, fiber-optics, telecommunication, digital printing, software, aviation and aerospace, healthcare and medical devices, retail and consumer, food distribution, apparel, media and entertainment, real estate and hospitality.
With over 25 years of career experience, Dr. Levy generated close to $500 million with a combination of annual products sales, mergers & acquisitions, shareholder’s value and manufacturing. He led strategic turnaround and restructuring, M&A, innovative product development, manufacturing and global sales and marketing. He designed and marketed numerous products. These included infrared magnetic card readers, printer networking solutions, software for electronic forms, bar coding, and character recognition, (MICR) check printing software; communication and memory cards for portable applications.
A holder of a U.S patent for memory stacking manufacturing process, Dr. Levy is also the author of Digital Printing, published by Interquest in 2004 and Non-Impact Electronic Printing first published by Interquest in 1993. His doctoral research on decision making of CEOs was published by ProQuest in 2010. An elected member of Young President Organization (YPO) since 1993, Dr. Levy was a member of three YPO chapters.
He holds a Ph.D. in Management with specialization in leadership and organizational change, a Bachelors of Science in Electrical Engineering, and a Masters of Science in Aerospace Engineering. Dr. Levy served in the military, he is an avid aviator and an FAA certified commercial pilot and flight instructor for complex instrument multi-engine aircrafts.