Meritage Group LP

Meritage Group LP

Meritage Group LP

Overview
Date Founded

2006

Headquarters

1 Ferry Building,Suite 375,San Francisco, CA 94111-4202

Type of Company

Private

Employees (Worldwide)

47

Industries

Hedge Funds
Investment Services & Portfolio Management

Company Description

Meritage Group utilizes two primary strategies in managing their private investment funds: fund-of-funds investing with external managers and direct investing in fundamental public and private equity, public and private credit, long and short. Meritage Group focuses its fundamental public equity trading activities primarily on listed US and non-US equities and may also invest in other public and non-public securities and financial instruments, including, but not limited to, exchange traded funds, commodity and financial futures and currencies and derivatives. It is presently anticipated that the majority of the Private Investment Funds' long/short investment portfolio will consist of publicly traded non-US and US equity securities with an expected holding period of over six months. Meritage Group's investment horizon with respect to other securities and futures is likely to be from one month to three years, but could be longer or shorter depending on the circumstances. The firm also pursues a principally long-focused equity strategy for certain of its private investment funds. Meritage Group's private equity direct investment strategy involves investments in and acquisition of, securities or assets of privately-held or publicly-traded companies and are likely to include minority investments and control stakes, opportunistic investments in public and private debt, equity, real estate, hybrid securities, options and warrants as well as participating in going private transactions. They expect to employ this strategy primarily in North America and Western Europe, but may make private equity investments in other regions as well.

Contact Data
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Executives & Employees

Co-Founder

Chief Operating Officer

Senior Managing Director

Co-President & Senior Managing Director

Co-President & Senior Managing Director

Managing Director

Managing Director

Managing Director

Vice President, Private Equity

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Recent Transactions
Details Hidden

CoHo Distributing LLC, 1998 Simons Family Revocable Trust purchase Marine View Beverage, Inc.

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Meritage Group LP, CoHo Distributing LLC purchase General Distributors, Inc.

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Renaissance Technologies LLC, Meritage Group LP purchase CoHo Distributing LLC

Transaction Advisors
Legal Advisor

Advised onRenaissance Technologies LLC, Meritage Group LP purchase CoHo Distributing LLC

Legal Advisor

Advised onRenaissance Technologies LLC, Meritage Group LP purchase CoHo Distributing LLC

Counsel

Advised onRenaissance Technologies LLC, Meritage Group LP purchase CoHo Distributing LLC

Advisors & Consultants
Custodian

The Bank of New York Mellon Corp. is a bank holding company, which engages in the provision of financial services. It operates through the Investment Services and Investment Management segments. The Investment Services segment includes institutional trust and custody fees, broker-dealer services, corporate trust, depositary receipts, and foreign exchange. The Investment Management segment provides services to institutional and retail investors, as well as investment management, wealth and estate planning. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

Custodian

Deutsche Bank AG engages in the provision of corporate banking and investment services. It operates through the following segments: Corporate Bank, Investment Bank, Private Bank, Asset Management, Capital Release Unit, and Corporate and Other. The Corporate Bank segment includes the global transaction bank as well as the German commercial clients division. The Investment Bank segment consists of origination and advisory businesses as well as fixed income currency sales and trading. The Private Bank segment comprises the Private Bank Germany, private and commercial business international, and wealth management business units. The Asset Management segment provides investment solutions to individual investors and institutions through the DWS brand. The Capital Release Unit segment covers the equities sales and trading business. The Corporate and Other segment includes revenues, costs, and resources that are held centrally. The company was founded by Adelbert Delbrück on March 10, 1870 and is headquartered in Frankfurt, Germany.

Auditor

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Legal Advisor

Partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP

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