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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

Vice President – Managing Director / M&A Intermediary

Steve Merritt is a Vice President – Managing Director in the Houston office with over 30 years of experience in Finance and Business Development in Corporate America. He has also owned his own business for over 15 years. His experience spans many industries including transportation, oilfield services, waste management, commercial power equipment rental, fast food, pharmaceutical, reverse/forward logistics and pool services.

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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