M&A Deal Summary

MRM CPAs & Wealth Advisors Acquires Endeavour Private Wealth

On June 26, 2025, MRM CPAs & Wealth Advisors acquired financial services company Endeavour Private Wealth

Acquisition Highlights
  • This is MRM CPAs & Wealth Advisors’ 1st transaction in the Financial Services sector.
  • This is MRM CPAs & Wealth Advisors’ 1st transaction in the United States.
  • This is MRM CPAs & Wealth Advisors’ 1st transaction in Texas.

M&A Deal Summary

Date 2025-06-26
Target Endeavour Private Wealth
Sector Financial Services
Buyer(s) MRM CPAs & Wealth Advisors
Deal Type Merger

Target

Endeavour Private Wealth

Houston, Texas, United States
Endeavour Private Wealth serves high-net-worth families, business owners, and executives across Houston and the U.S., offering expertise in financial planning, investment management, and multigenerational wealth strategies. Endeavour Private Wealth is based in Houston, Texas.

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Buyer(S) 1

Buyer

MRM CPAs & Wealth Advisors

Frisco, Texas, United States

Category Company
Founded 1964
Sector Financial Services
DESCRIPTION

MRM CPAs & Wealth Advisors is a full-service accounting, tax, and assurance firm, as well as a registered investment advisory firm with a 60-year track record. MRM CPAs & Wealth Advisors was founded in 1964 and is based in Frisco, Texas.


DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Merger M&A Deals 1 of 1
State: Texas M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1