Meritas Equity Partners works at the intersection of operating and investing in the lower middle market.  We provide fractional C-suite advisory — CRO, CFO, and COO engagements — for $5M–$50M companies navigating growth, capital raises, and exit readiness. We are operators, not consultants: both partners have held the executive seats they advise from. Alongside our advisory work, we source and structure acquisitions as an independent sponsor across real estate and lower middle-market operating companies in Western New York.  Advisory services: — The Growth Blueprint: market positioning and 12-month operating roadmap — Revenue Operations Build: fractional CRO, sales process, pipeline infrastructure — Operating Partner Engagement: embedded C-suite leadership (CRO, COO) — Fractional CFO/COO Advisory: financial infrastructure, reporting, operating model — Capital Raise Advisory: investor materials, lender relationships, process management — Exit Readiness Program: 12–18 month preparation for sale or PE recap  Investment strategy: Independent sponsor acquiring lower middle-market businesses and real estate assets — partnering with management teams to create long-term value. Portfolio: Waterford Townhomes (77 units, Clarence NY) · The Lawrence (132 units, Buffalo )

Our name, Meritas, is derived from merit and Caritas. Merit means our firm focuses on companies and investments with commendable qualities and our goal is to achieve excellence. Caritas is charity in Latin and refers to our commitment to the community. Our firm grants 5% of profits annually to organizations in WNY focused on creating opportunity for the underprivileged including education and employment.

Meritas Equity Partners

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