MDR & Associates
MDR & Associates publicly characterizes itself as a Texas boutique M&A advisory firm and business brokerage serving the lower-middle-market. Its stated services include business sales and M&A advisory, formal valuations, financing assistance, buyer qualification, marketing, confidentiality protections, and support through closing.
What stands out about MDR & Associates
MDR & Associates focuses on Texas-based businesses and states that it specializes in manufacturing, distribution, service, and construction companies. Its public materials cite revenue ranges from $1 million to $100 million, while its services page states that clients range from $1 million to $50 million in value. The firm also reports 240 closed transactions, $500M in market value, and a 90%+ success rate on its homepage.[1][2][3][4][5]
What does MDR & Associates do?
MDR & Associates is a boutique M&A advisory firm and business brokerage operating in Texas through mdrma.com. The firm publicly characterizes itself as a full-service boutique M&A advisory firm serving the lower-middle-market.[1][2]
MDR publicly offers business sales and mergers-and-acquisitions advisory, formal business valuations, and business financing assistance. Its financing page states that assistance may include mezzanine financing, equity financing, bridge money, and accounts-receivable factoring.[2]
Owners comparing intermediaries can also review Auxo’s business broker, M&A advisor and investment bank comparison, advisor-selection guide, and M&A advisor fee guide.
Published criteria: MDR's homepage targets companies with $3 million to $100 million in revenue and separately states that it specializes in companies with $1,000,000 to $100,000,000 in revenue. Its services page states that clients range from $1 million to $50 million in value.[1][2]
What should a business owner evaluate before hiring MDR & Associates?
An owner evaluating MDR can examine its stated Texas focus, lower-middle-market positioning, sector coverage, valuation and buyer-screening services, financing assistance, confidentiality protections, and support through closing. The public materials also identify a performance-based fee structure, but the cited FAQ page does not publish a universal success-fee percentage, minimum fee, tail period, or termination schedule. Owners may therefore wish to confirm the engagement economics, legal entity, proposed buyer outreach, valuation methodology, applicable regulatory obligations, and the comparability of recent transaction experience before engaging.[1][2][3][5]
What exact success-fee percentage, minimum fee, expense reimbursement, tail period, and termination provisions would apply
Which legal entity would sign the engagement and receive fees
What firm-level licenses, registrations, or regulatory obligations apply to the proposed services
What size transactions does MDR & Associates handle?
MDR’s homepage reports 240 closed transactions, $500M in market value, and a 90%+ success rate. Its transaction archive identifies completed transactions including Elite Landscape, Edward M. Polk Associates, Alliance Mechanical Services, North Texas Surveying, U-FIX-IT, Apple Garage Doors, The Kaufman Agency, and Inland Geodetics.
The archive also states that MDR sold Discovery Learning Center and RV Dallas to local strategic buyers and Complete Pharmacy Care to a strategic buyer from Austin. It states that MDR sold Lone Star State Cigar Co. in under 30 days and closed the GreenTex Landscaping transaction in under 90 days from initial listing.[1][4]
The firm’s public materials describe business-sale and M&A advisory work, including formal valuation, buyer searches and prioritization, transaction marketing, buyer qualification, confidentiality protections, financing assistance, and support through closing.[2][3]
MDR states that it specializes in manufacturing, distribution, service, and construction companies. Its closed-transactions archive demonstrates representative experience in landscaping, surveying, HVAC, insurance, pharmacy, logistics, childcare, printing and advertising, technology, beauty and wellness, cigar retail, automotive, and other industrial and service businesses.[1][4]
What does MDR & Associates publicly disclose about fees and engagement terms?
The cited FAQ page describes a 100% performance-based fee structure and an industry-standard success fee but does not publish a universal success-fee percentage, minimum fee, tail period, or termination schedule.
The cited closed-transactions page identifies completed transactions but does not consistently publish transaction values, consideration structures, buyer identities, or closing dates for each listed transaction.[4][5]
MDR publicly characterizes itself as a Texas boutique M&A advisory firm and business brokerage serving the lower-middle-market. The cited FAQ page does not identify a firm-level broker-dealer or investment-adviser registration, license number, or regulator identifier; that page-level omission does not establish whether any registration or licensing obligation applies.[2][5]
MDR’s stated sale process includes buyer prioritization, formal valuation, 4K video production, a comprehensive marketing package, buyer qualification, confidentiality protections, financing assistance, and support through closing. The cited FAQ page describes the fee structure as 100% performance based and states that a success fee is due if the company is sold.[3][5]
Questions to ask before hiring MDR & Associates
What exact success-fee percentage, minimum fee, expense reimbursement, tail period, and termination provisions would apply?
Which legal entity would sign the engagement and receive fees?
What firm-level licenses, registrations, or regulatory obligations apply to the proposed services?
Which recent transactions can be described by revenue, EBITDA, industry, geography, and deal structure?
How many qualified buyers are expected to receive the confidential package, and how are buyer financing capacity and source of funds verified?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Industry / market focus
- 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.
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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.