Linda Mertz

Mertz Associates

📍 Waukesha, Wisconsin, United States🔄 Updated October 2026💼 9 investments📅 41 years investing🗓 Last invested Nov 2021
Angel investor🌍 United States
9
Total investments
1
Early stage
0
Mid stage
0
Late stage
41y
Years active

Portfolio

2 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Jul 2016
Based in Waukesha, Wisconsin, OwnersEdge is not your typical organization. Our 100% Employee Owned structure (ESOP) enables us to focus on the development of our people, what is right for the customer and what is best for the overall financial health of the organization. Companies in our portfolio provide diverse products and services; therefore we consider a wide range of companies that have the potential to complement our current offerings or add diversity to our portfolio in new ways. Our target markets are widespread and encompass most business segments. At the heart of our success is the unique dedication of each employee. As employee owners, they seek to deliver an outstanding customer experience. With our motto of “Owning It” in mind, we believe that our value results from enriching our customers’ success. Each company in our portfolio is chartered with growth goals and initiatives designed to build the value of our ESOP stock. Information about our portfolio companies can be found at: www.ownersedge.com
early stageCapital Markets
Board Member
Jun 2012
Moore Oil Company is a distributor of finished lubricants that service the Automotive, Fleet, and Industrial markets in Wisconsin, Northern Illinios, and Upper Michigan. We are proud to be distributors of ExxonMobil, Cam 2, Petro Canda, and Valvoline products.
Experience · 10 entries
All (10)
Investments (9)
Board (9)
2021
Board Member
Nov 2021
The Ice Age Trail Alliance is a volunteer- and member-based nonprofit organization whose mission is to create, support and protect a thousand-mile footpath tracing Ice Age formations across Wisconsin — the Ice Age National Scenic Trail. Join us in hiking, building, maintaining and promoting the Ice Age Trail!
2016
Board Member
Jul 2016
Based in Waukesha, Wisconsin, OwnersEdge is not your typical organization. Our 100% Employee Owned structure (ESOP) enables us to focus on the development of our people, what is right for the customer and what is best for the overall financial health of the organization. Companies in our portfolio provide diverse products and services; therefore we consider a wide range of companies that have the potential to complement our current offerings or add diversity to our portfolio in new ways. Our target markets are widespread and encompass most business segments. At the heart of our success is the unique dedication of each employee. As employee owners, they seek to deliver an outstanding customer experience. With our motto of “Owning It” in mind, we believe that our value results from enriching our customers’ success. Each company in our portfolio is chartered with growth goals and initiatives designed to build the value of our ESOP stock. Information about our portfolio companies can be found at: www.ownersedge.com
early stageCapital Markets
Board member
Apr 2016
Core BTS, an NRI Group Company, is a full-service digital transformation consultancy that helps the world’s most impactful companies leverage today’s most powerful technologies to transform from the inside out. We simplify technical complexity, accelerate transformation, and drive business outcomes for our clients. Headquartered in Indianapolis, IN, we help organizations leverage cutting-edge technologies including AI, security, hybrid infrastructure, data, applications, modern work, and managed services. Our promise? Practicality: Our roots in infrastructure and cloud technology run deep, empowering us to navigate hybrid cloud environments with assurance. Simplicity: We simplify complex environments using proprietary tools that accelerate project discovery, connect disparate information, and automate manual processes. Our delivery framework provides a level of detail and pragmatism that’s second to none. Speed: Agility is our forte. We anticipate shifts in client needs and market trends and swiftly adapt. Our change management program minimizes business disruption, engages end-users, and accelerates time to value. Comprehensive Support: Our seasoned experts accompany you at every step of your digital journey, overcoming challenges as opportunities. From strategic planning through implementation and beyond, Core BTS is your unwavering ally. Trusted by companies of all sizes across all industries, weve earned our stripes through proven results and unwavering dedication. Were here to transform your vision into reality. Learn more at corebts.com.
2012
Board Member
Jun 2012
Moore Oil Company is a distributor of finished lubricants that service the Automotive, Fleet, and Industrial markets in Wisconsin, Northern Illinios, and Upper Michigan. We are proud to be distributors of ExxonMobil, Cam 2, Petro Canda, and Valvoline products.
Cardiac Advancements
Board Member
Mar 2012
Show all 10 entries ↓
Investment activity
1985–2021 · 9 investments
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