Dellarok
Dellarok publicly describes core services in M&A advisory, Fractional CFO / Office of the CFO, and value engineering. Its stated ideal client profile is $5M to $50M enterprise value and $1M to $15M EBITDA, with a focus on founder-owned or family-owned businesses.
What stands out about Dellarok
Dellarok publicly offers sell-side advisory, buyer advisory, financial consulting, valuation support, buyer targeting, negotiation, diligence coordination, and closing support. The firm states that it is not a registered broker-dealer, FINRA member, or investment adviser, and characterizes its services as non-securities M&A and business advisory unless a properly licensed party is involved.[1][2][3][4]
What does Dellarok do?
Dellarok operates through dellarok.com and lists its headquarters in Boca Raton, Florida. The firm’s About page identifies it as being led by John Dellafiora. Dellarok publicly positions its work around M&A advisory, Fractional CFO / Office of the CFO services, and value engineering.[1][2]
Dellarok states that its M&A services include sell-side advisory, exit-readiness assessment, valuation support, CIM development, buyer-list development, buyer outreach, bid management, negotiation, diligence coordination, and closing support. Its stated core services also include Fractional CFO / Office of the CFO and value engineering.[1]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Dellarok?
An owner evaluating Dellarok can compare the firm’s stated size and ownership criteria with the business’s profile: $5M to $50M enterprise value, $1M to $15M EBITDA, and founder-owned or family-owned ownership. The stated process covers preparation, valuation, buyer targeting, negotiation, diligence, and closing coordination. Because Dellarok states that it is not a registered broker-dealer, FINRA member, or investment adviser, the owner should confirm which activities are provided directly as non-securities advisory services and identify any properly licensed party involved where regulated activity is required.
Fees, deliverables, and engagement terms should be reviewed in the signed agreement. The official privacy policy and terms page do not publish a universal fee schedule or universal engagement terms.[1][3][4]
Which legal entity signs the engagement agreement, and which party would perform any regulated or securities-related activity
Which completed sell-side transaction experience, if any, can be provided under confidentiality, including dates, size ranges, sectors, and buyer types
What size transactions and clients does Dellarok focus on?
Dellarok identifies professional services, construction, logistics, home services, and hospitality in its ideal client profile. It also states that it works with owner-operated businesses in insurance agencies, dental and healthcare practices, manufacturing and distribution, food and beverage, and service businesses.[1]
Dellarok publicly states that its principal built, ran, and sold City Livery Leasing for $30M+. The homepage also states that the firm secured a $10M credit facility for a $20M transportation company after a turnaround from a 10% net loss, and helped an electrical contractor achieve a $14M valuation increase, fund three acquisitions, and grow EBITDA 124% over three years.
These are representative public examples rather than a dated transaction archive. The official homepage does not state the transaction date, buyer identity, seller identity, or consideration terms beyond $30M+ for the City Livery Leasing example. It does not state the transaction date, lender identity, or detailed financing terms for the transportation-company example, and it does not identify the electrical contractor, transaction dates, counterparties, consideration terms, or detailed basis for the stated valuation increase.[1]
The firm’s stated transaction work covers sell-side and buyer advisory, valuation and preparation, buyer targeting, bid management, negotiation, due diligence, and closing coordination. Its public process is organized into five phases: discovery and valuation; positioning and preparation; buyer targeting and marketing; bid management and negotiation; and due diligence and closing.[1][3]
What does Dellarok publicly disclose about fees, process and engagement terms?
The official homepage does not identify the registered or licensed third parties that may perform regulated services when required. The official privacy policy states that buyer advisory fees or success-based commissions are detailed per engagement rather than published through a universal fee schedule. The official terms page states that engagement terms, including fees and deliverables, are defined in a signed agreement before work begins rather than through universal engagement terms.[1][3][4]
The official homepage states that DellaRok Partners is not a registered broker-dealer, FINRA member, or investment adviser. It also states that DellaRok does not offer securities, solicit investors, receive transaction-based compensation for securities transactions, or provide regulated investment-banking services except through appropriately registered and licensed persons and entities where required.
Dellarok characterizes its services as business advisory, financial consulting, transaction preparation, and non-securities M&A support unless otherwise provided through a properly licensed party. The official homepage does not identify the registered or licensed third parties that may perform regulated services when required.[1]
Dellarok describes a five-phase M&A process covering discovery and valuation, positioning and preparation, buyer targeting and marketing, bid management and negotiation, and due diligence and closing. Its privacy policy states that seller engagements include valuation, financial refinement, CIM development, discreet marketing to prequalified buyers, negotiation, deal structuring, and coordination of diligence and closing. Buyer advisory includes criteria review, financial and operational analysis, offer structuring, negotiation, due diligence, and closing coordination.[1][3]
Questions to ask before hiring Dellarok
Which legal entity signs the engagement agreement, and which party would perform any regulated or securities-related activity?
What are the exact success-fee, retainer, exclusivity, tail, termination, and expense provisions?
Which completed sell-side transaction experience, if any, can be provided under confidentiality, including dates, size ranges, sectors, and buyer types?
How are buyer qualifications, conflicts, and outreach permissions handled?
Which services are delivered directly by Dellarok versus an affiliated or third-party registered firm?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Geography / market coverage
- Public disclosure information
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.