In our 35+ years of investing institutional capital (venture capital / private equity), we have found one common element, above all others, that determines your success – the Company’s ability to embed its strategy (it’s who, why, what, where and how) into its operations. We will cite examples, introduce tools and show how anyone can begin operationalizing their strategy the next day.

History of Meritage Funds:

Over 30 years ago, our founders came together to manage institutional venture capital and private equity funds. During this time, we raised more than $1 billion in a series of funds, and seven of the companies we’ve invested in have been exited with valuations in excess of $1 billion. In 2014, we made a decision to stop raising institutional capital and instead, opted to pool personal capital to invest. This allows us to offer the services we excel at—investing, strategic planning, and fund administration—to organizations outside of the Meritage family.

Over the years we learned a thing or two about running a successful entrepreneurial venture. And we’ve honed in on the type of companies we love to work with—companies whose values complement our own. We’re a team of doers, a team of problem solvers intent on doing the right thing. Today our passion is to help others build remarkable organizations in three ways: First, we invest in like-minded businesses that need capital to grow. Second, we give entrepreneurs the tools and strategies they need to get what they want from their business. And third, we provide back office support to entrepreneurs and fund managers.

About Jay

Jay Tankersley is passionate about helping entrepreneurial leadership teams build remarkable organizations. He has helped dozens of companies and leadership teams achieve greater alignment.

Today, he leads Meritage Strategy Group, he implements The Entrepreneurial Operating System™ (EOS) to help leadership teams and businesses simplify, clarify and achieve their vision. As an entrepreneur and operator, he built Vital Learning into one of the premier Management Training companies in the U.S. and helped a technology enabled service business achieve a 9-figure exit. Additionally, Jay has experience in Private Equity and is an active growth equity investor. His entrepreneurial experience in both large and small companies enables him to relate to and guide leadership teams as they seek to attain rapid growth in their own enterprises.