The Dillard Anderson Group
The Dillard Anderson Group identifies itself as an investment banking firm specializing in exit and acquisition strategies for business owners. Its publicly stated services include sell-side and buy-side M&A advisory, transaction support, strategic planning, fractional executive support, and mediation.
What stands out about The Dillard Anderson Group
The Dillard Anderson Group provides sell-side M&A advisory for owners and buy-side acquisition advisory for strategic buyers and private equity firms. Its public process describes market analysis, confidential buyer outreach, candidate screening, and transaction-structure and negotiation support.[1][2][3][4][8][11]
What does The Dillard Anderson Group do?
The Dillard Anderson Group identifies itself as an investment banking firm specializing in exit and acquisition strategies for business owners. The firm states that it was formed in 1996 and lists an address in Dallas, Texas, with Dallas and Houston telephone contacts.[1][2]
DAG provides sell-side M&A advisory for owners seeking to sell all or part of a company or assets, and buy-side advisory for strategic buyers and private equity firms seeking acquisition targets. Its publicly stated services also include strategic planning, fractional or interim CFO, CMO, and COO support, and certified mediation for business disputes and transaction-related disagreements.[3]
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.
Published criteria: The current-engagements page lists a rental-equipment opportunity with 2024 revenue of $13.5mm and EBITDA of $4.7mm, with an objective of sale or equity partner. That page does not state a universal minimum or maximum revenue, EBITDA, enterprise-value, or transaction-size threshold for DAG engagements.[4]
What should a business owner evaluate before hiring The Dillard Anderson Group?
An owner evaluating DAG should clarify the legal entity executing the engagement and the applicable regulatory structure, along with retainer, success-fee, expense, exclusivity, tail, termination, and indemnification terms. The owner should also ask how DAG would define the buyer universe, manage confidentiality and diligence, and address management involvement and competitive outreach. For an equity-partner objective, valuation, rollover equity, governance, management continuity, and future liquidity should be addressed directly.
The current-engagements page provides examples of sale or equity-partner and acquisition mandates but does not state universal transaction-size criteria or advisory-fee terms. Comparable transaction experience should therefore be discussed in relation to the owner’s revenue, EBITDA, geography, and ownership objectives.[1][4]
What legal entity will execute the engagement, and what broker-dealer, investment-adviser, or other regulatory structure applies
What are the retainer, success fee, expense, exclusivity, tail, termination, and indemnification terms
What transaction-size range and buyer universe does DAG currently target for businesses like ours
What size transactions and clients does The Dillard Anderson Group focus on?
DAG identifies oilfield services, manufacturing, industrial and commercial services, transportation and logistics, medical and healthcare, and other business services as sectors it serves.[1]
The completed-deals page identifies The LOOMIS Agency and iluminere as sold to Meet The People, Premier Transportation as sold to The Hoffman Family of Companies, and Southwest Medical & Dental as sold to DHPI; the listed transaction values were not disclosed. DAG also announced the sale of The LOOMIS Agency, LLC and iluminere, LLC to Meet The People, LLC on July 27, 2026, stating that it served as exclusive agent to the companies and their owners.
Other official transaction announcements state that selected assets of Excel Stimulation were sold to Rock Hard Cementing for an undisclosed amount in February 2018, and CTI Surface Drilling assets were sold to Nueve Drilling Company for an undisclosed amount in August 2014. DAG stated that it served as exclusive financial advisor to the relevant companies and owners.[5][6][9][10]
The firm’s stated transaction work covers owners seeking to sell all or part of a company or assets, as well as strategic buyers and private equity firms seeking acquisition targets. Current engagements include sale or equity-partner objectives and a buy-side acquisition mandate.[3][4]
What does The Dillard Anderson Group publicly disclose about fees, process and engagement terms?
The current-engagements page does not state a universal minimum or maximum revenue, EBITDA, enterprise-value, or transaction-size threshold, and it does not publish a universal advisory-fee schedule, minimum fee, success-fee percentage, tail period, or termination schedule. The Southwest Medical & Dental transaction page states that the transaction terms were not disclosed.
The official contact page does not state a specific broker-dealer, investment-adviser, securities-license, or other firm-level regulatory registration. The official team page does not state a formal geographic mandate or exclusive territory for the firm’s advisory work.[2][4][8][11]
DAG’s official homepage describes the firm as an investment banking firm providing exit and acquisition strategies for business owners. The official contact page provides business contact information but does not state a specific broker-dealer, investment-adviser, securities-license, or other firm-level regulatory registration.[1][2]
DAG states that its seller process includes analyzing the seller’s market, competition, financial position, and personnel; identifying qualified candidates through its relationship network; and presenting the client company personally and confidentially to interested parties. Its stated buy-side process includes understanding the client’s objectives, strategy, and financial considerations, pursuing appropriate candidates, screening them for strategic fit and commercial value, and presenting candidates to the client company.[1]
Questions to ask before hiring The Dillard Anderson Group
What legal entity will execute the engagement, and what broker-dealer, investment-adviser, or other regulatory structure applies?
What are the retainer, success fee, expense, exclusivity, tail, termination, and indemnification terms?
What transaction-size range and buyer universe does DAG currently target for businesses like ours?
Which recent comparable transactions involved similar revenue, EBITDA, geography, and ownership objectives?
How will confidentiality, diligence, management distraction, buyer outreach, and competitive bidding be handled?
If an equity partner is pursued, how will valuation, rollover equity, governance, management continuity, and future liquidity be addressed?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Transaction size / criteria
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- 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
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