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Agent ProfileSteve Merritt, CPA, CBI, CM&AP, M&AMI

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Steve Merritt, CPA, CBI, CM&AP, M&AMI

President & CEO / M&A Intermediary

Steve Merritt, President and CEO at Transworld Business Advisors of South and West Texas, New Mexico and Wyoming, brings over 30 years of unparalleled expertise in finance and business development. With experience spanning diverse industries, including transportation, oilfield services, and fast food, Steve’s strategic insights are unmatched. A Certified Public Accountant and a seasoned M&A professional, he has a proven track record of managing investment portfolios exceeding $200M and successfully building businesses from the ground up. Steve’s unique blend of corporate and entrepreneurial experience makes him the go-to expert for business acquisitions and sales.

Steve is the former Director of Finance for a large publicly-traded company where he managed the investment portfolio with a collective valuation in excess of $200M. Within that role, he was a board member and advisor to many of the portfolio companies, creating deals that promoted growth and innovation. His extensive experience as an owner/operator of a multi-unit nationally recognized fast-food franchise brings a unique perspective that will help his clients achieve their business objectives.

Steve’s exposure in building a business from the ground up brings a beneficial perspective to his clients. He is versed in finding solutions to challenges that were not otherwise visible to others. Steve is a Certified Public Accountant with a BBA from the Rawls College of Business at Texas Tech University. He holds designations of Certified M&A Professional, Certified Business Intermediary and is a licensed real estate professional in Texas.

Steve is a native Texan and lives in Houston with his wife of 20 years, and two teenage daughters. His hobbies include watching sports, boating, wake surfing, and spending time with family and friends.

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