Unlock Superior Financial Performance Through Leadership Excellence

Develop high-performing leadership teams that increase portfolio value and help deliver exceptional financial returns.

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Divesh Makan Managing Partner ICONIQ Capital

“Meritage has a unique ability to engage every member of our senior team on a leadership growth journey that far exceeded our expectations.

The tools, methodology, and insights have and will continue to drive significant changes in how we run our firm and engage the rest of our staff. What made Meritage stand out was the trust they’re able to create. This is the gold standard of leadership programs.”

Iconiq Capital

Divesh Makan

Managing Partner, ICONIQ Capital

Effective leadership differentiates successful private equity firms from the rest.

The competition for qualified talent is a critical challenge in the private equity industry, but it’s not just financial expertise that’s in demand—it’s operational leadership and the ability to guide teams through high-pressure environments.

Leaders with technical competence but who lack the people leadership skills to leverage their teams effectively.

Cultural gaps between senior and junior members of the firm, hindering the firm’s own ability to scale and effectively manage portfolio growth.

Inability to leverage cognitive diversity to make robust and accurate decisions that drive returns.

In private equity, financial acumen and business expertise only get you so far—true success comes from leaders who can inspire, delegate, and elevate their teams to achieve exceptional results.

Transform Leadership with Customized Leadership Development Programs from Meritage.

Meritage Leadership has a proven track record of partnering with top private equity firms to develop leadership teams that achieve financial targets.
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Our private equity consulting programs offer a tailored blend of 360 assessments, psychometrics, group workshops, and leadership coaching to develop high-performing leaders.

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Meritage Leadership focuses on strengthening leadership across all levels, ensuring teams are aligned with business objectives.

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We help private equity firms build a sustainable leadership structure capable of navigating the fast-paced, high-stakes industry environment, ensuring long-term success and adaptability.

Hear From Our Top Clients

“Having experienced the Enneagram with Meritage earlier this year, it was truly eye-opening.

Connecting behaviors to their roots and understanding what drives me has been invaluable. I believe this is an incredible opportunity that everyone should seize for personal growth.”

Jessica RIBEIRO

Global Head of Human Resources, Providence Equity Partners

“The Meritage Team has the rare ability to balance absolute candor, supportive encouragement and incredible listening skills to their clients.

Their persistence, and high IQ and EQ approach, provides context to what is a very rewarding process.”

J. Johnson

COO, Managing Partner, Capricorn Investment Group

“The program emphasized the importance of discovering what motivates individuals to truly work effectively with them.

It’s a valuable lesson that has enhanced my approach to collaboration and teamwork.”

CASSIE HUDDLE
Vice President of Human Resources at Berkshire Partners

“Meritage has a unique ability to engage every member of our senior team on a leadership growth journey that far exceeded our expectations.

Their tools, methodology, and insights have and will continue to drive significant changes in how we run our firm and engage the rest of our staff. What made Meritage stand out was the trust they were able to create. This is the gold standard of leadership insights. ”

Divesh Makan

Managing Partner, ICONIQ Capital

“When I began my leadership coaching firm exploration, I started off with a high bar and a long list of must-haves. Meritage checked all the boxes and more.

Their expertise in leadership assessments is unmatched and ability to craft a program to my firm’s vision has made her a strategic and valued thought partner.

Less than one year in and we are already seeing results. We look forward to a future partnering with Susan and Meritage.”

Nicole DeCristofaro

Vice President, Talent Management, Providence Equity Partners

“Meritage has exceptional abilities to understand the deeper context of a situation and to effectively lead one through a process of personal discovery, ultimately unlocking the most effective ‘mindset and heartset’ for success”

Stephen George

Chief Investment Officer, Private Equity Investment Firm

“When I first started working with Meritage, I had a number of projects that had been overwhelming me with their scope and complexity. The most important (and daunting) project on my plate was the raise of our first fund.

With Meritage’s help, I reframed the project, dramatically simplified my strategy and tactics, and completely changed my interaction with potential targets. Ultimately, I achieved the results I desired, successfully raising the fund. More importantly, I had fun in the process.”

Brent Johnstone

Founder and Managing Director, Private Equity Firm

“When I began my leadership coaching firm exploration, I started off with a high bar and a long list of must-haves. Meritage checked all the boxes and more.

Their expertise in leadership assessments is unmatched and their ability to craft a program to my firm’s vision has made her a strategic and valued thought partner.

Less than one year in and we are already seeing results. We look forward to a future partnering with Meritage.”

Oracle
Nicole DeCristofaro

Vice President, Talent Management, Providence Equity Partners

“The Meritage Team has the rare ability to balance absolute candor, supportive encouragement and incredible listening skills to their clients.

Their persistence, and high IQ and EQ approach, provides context to what is a very rewarding process.”

Capricorn Investment Group
J. Johnson

COO, Managing Partner, Capricorn Investment Group

“The program emphasized the importance of discovering what motivates individuals to truly work effectively with them.

It’s a valuable lesson that has enhanced my approach to collaboration and teamwork.”

Berkshire PartnersCASSIE HUDDLE
Vice President of Human Resources at Berkshire Partners

“Meritage Leadership has a unique ability to engage every member of our senior team on a leadership growth journey that far exceeded our expectations.

Their tools, methodology, and insights have and will continue to drive significant changes in how we run our firm and engage the rest of our staff. What made Meritage stand out was the trust they’re able to create. This is the gold standard of leadership insights. ”

iconiq
Divesh Makan

Managing Partner, ICONIQ Capital

“Having experienced the Enneagram with Meritage earlier this year, it was truly eye-opening.

Connecting behaviors to their roots and understanding what drives me has been invaluable.

I believe this is an incredible opportunity that everyone should seize for personal growth.”

Oracle
Jessica RibeiRo

Global Head of Human Resources, Providence Equity Partners

“Meritage has exceptional abilities to understand the deeper context of a situation and to effectively lead one through a process of personal discovery, ultimately unlocking the most effective ‘mindset and heartset’ for success”

Stephen George

Chief Investment Officer, Private Equity Investment Firm

“When I first started working with Meritage, I had a number of projects that had been overwhelming me with their scope and complexity. The most important (and daunting) project on my plate was the raise of our first fund.

With Meritage’s help, I reframed the project, dramatically simplified my strategy and tactics, and completely changed my interaction with potential targets. Ultimately, I achieved the results I desired, successfully raising the fund. More importantly, I had fun in the process.”

Brent Johnstone

Founder and Managing Director, Private Equity Firm

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