Maxwell Locke & Ritter Overview
- Service
-
Accounting Firm
- Year Founded
-
1991
- Serviced Companies
-
15
- Serviced Deals
-
2
- Serviced Investors
-
10
Maxwell Locke & Ritter General Information
Description
Maxwell Locke & Rittert is an investment advisory firm based in Austin, Texas. The firm provides wealth management services for a number of high net worth individuals, trusts, nonprofits and retirement plans. ML&R Wealth Management is a part of Maxwell Locke & Ritter, an accounting, tax and consulting firm.
Contact Information
Website
www.mlrpc.comYear Founded
Corporate Office
- 401 Congress Avenue
- Suite 2000
- Austin, TX 78701
- United States
Maxwell Locke & Ritter Services to Companies
Service on a Deal (2)
Maxwell Locke & Ritter has provided services on 2 deals. It last acted as a general advisor to ECPR Texas on a . The deal was made in 2022.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| ECPR Texas | Advisor: General | Mar 2022 | ||
| Key (Information Services) | Auditor | Jul 2019 |
Maxwell Locke & Ritter Services to Investors
Service on a Deal — Buy Side (6)
Maxwell Locke & Ritter has provided buy side services on 6 deals. It last acted as a general advisor to Serata Capital Partners on a . The deal was made in 2025.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Serata Capital Partners | Advisor: General | Oct 2025 | ||
| Rock Solid Technologies | Accounting | Mar 2021 | ||
| Barton Creek Equity Partners | Advisor: General | Aug 2019 | ||
| Virgo Capital | Accounting | Sep 2018 | ||
| Blue Sage Capital | Advisor: General | Oct 2016 | ||
| Blue Sage Capital | Accounting | Aug 2015 |
Maxwell Locke & Ritter Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Maxwell Locke & Ritter FAQs
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When was Maxwell Locke & Ritter founded?
Maxwell Locke & Ritter was founded in 1991.
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Where is Maxwell Locke & Ritter headquartered?
Maxwell Locke & Ritter is headquartered in Austin, TX.
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What service provider type is Maxwell Locke & Ritter?
Maxwell Locke & Ritter's service provider type is Accounting Firm.
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What companies has Maxwell Locke & Ritter invested in or acquired?
Maxwell Locke & Ritter has invested in or acquired Peña Swayze & Company.
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