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

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

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.

Client Testimonials

  • Articulate, knowledgeable brokers, smooth process. If this is an investment avenue you are looking to pursue, I would call Transworld first.

    by Doak Workman

  • My wife and I recently purchased a franchise from Transworld Business Advisors. They were professional from start to finish in guiding us through the complex process of purchasing a business. Thank you, Transworld, for making our dreams come true!

    by Dan Rodriguez

  • The Transworld team has been friendly, professional and operated with integrity in all of my interactions with them. If you are thinking about buying, selling or preparing to sell a business in the future I would highly recommend working with them.

    by Jarrod Musick

  • Dustin Audet and the team at Transworld represented the company we purchased and did an excellent job of providing information on the opportunity and managing the due diligence and closing process.

    by Lars Hanan

  • Transworld Business Advisors is an outstanding company to trust with your business dreams. They excel at pairing compatible buyers and sellers as well and creating a seamless transfer of ownership. They can work with absolutely any kind of buyer or seller-from child care facilities to corporations, even owners who are looking to sell their current business or entrepreneurs looking to go into business for themselves! Knowledgeable and professional and won't steer anyone in the wrong direction just to close a deal. Give them a try, you'll be pleasantly surprised!

    by Melissa Faint

  • This team makes it happen. They are thorough, energetic, ethical and just really good people. My company restructuring job was a convoluted mess but they stuck with me and put together a deal that was a perfect fit. Trust them and they will over deliver. testing

    by B Treadway