The Midessa Group
The Midessa Group identifies itself as a boutique M&A advisory firm headquartered in Odessa, Texas, with stated service coverage across Odessa, Midland, and the Greater Permian Basin. The firm emphasizes sell-side engagements for privately held companies and also lists business and capital advising services.
What stands out about The Midessa Group
The Midessa Group publicly focuses on lower- to middle-market privately held companies, with stated revenue criteria ranging from $5MM to $80MM on its M&A Advisory and Industries pages and $5MM to $100MM on its About page. Its listed sector focus includes Oil & Gas Services, Healthcare, Insurance, Industrial, and Retail.[1][2][3][4][5][7]
What does The Midessa Group do?
The Midessa Group identifies itself as a boutique M&A advisory firm headquartered in Odessa, Texas, serving Odessa, Midland, and the Greater Permian Basin. Enrique Romero founded the firm and serves as Founder and Managing Partner.
The firm states that it facilitates and manages the lifecycle of business sales or acquisitions from preliminary introduction through final closing, with a stated focus on sell-side engagements for privately held businesses.[1][2][3]
The firm’s publicly listed services include M&A advisory, business advising, and capital advising. Its M&A process includes preparation, valuation and analysis, strategy, negotiations, acquisition support, and transaction execution.
Capital advising services are described as including financing for company purchases and sales, growth or expansion capital, accounts-receivable lines, commercial real estate financing, management buyouts, partial buyouts, and recapitalizations.[1][3][4]
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 firm's About page states revenues between $5MM and $100MM, while its M&A Advisory and Industries pages state $5 million to $80 million. The applicable upper bound should be confirmed directly with the firm.[2][3][5]
What should a business owner evaluate before hiring The Midessa Group?
Owners evaluating The Midessa Group can compare the firm’s stated sell-side process, Oil & Gas Services emphasis, broader listed industries, and Permian Basin coverage with their transaction requirements. The public revenue criteria are not presented consistently: the About page states $5MM to $100MM, while the M&A Advisory and Industries pages state $5 million to $80 million.
Before engagement, an owner should clarify the signing legal entity, applicable regulatory or licensing framework, engagement economics, buyer universe, conflict policies, financing relationships, and the scope of services associated with any debt, mezzanine, or equity financing. The listed representative transactions can also be discussed in greater detail with the firm.[2][3][4][5][6][7]
Which legal entity would sign the engagement letter, and what regulatory or licensing framework applies to the proposed services
What are the success fee, retainer, minimum fee, expense reimbursement, tail, exclusivity, and termination provisions
What size transactions and clients does The Midessa Group focus on?
The Midessa Group publicly lists Oil & Gas Services, Healthcare, Insurance, Industrial, and Retail as industries it serves.
Its listed Oil & Gas Services specialties include flowback equipment rental, pump solutions, completion services, machine shops, well servicing, fishing and rental, construction, trucking and logistics, inspection, manufacturing and fabrication, and industrial water treatment.[5]
The firm’s Experience page lists an Oilfield Manufacturer sell-side transaction at $40MM, an Oilfield Midstream Supplier sell-side transaction at $5MM, and a Sand Hauling Transport sell-side transaction at $7MM.
The same page lists capital-advising engagements including an Oilfield Rental Company capital refinance at $6.5MM, an Oilfield Water Hauling Company line of credit at $7MM, an Oilfield Rental Tool Company management buyout at $1.4MM, and an Oilfield Water Hauling Company equipment-and-real-estate transaction at $1.2MM.[7]
The firm states that its M&A work focuses on sell-side engagements for privately held businesses and covers preparation, valuation, strategy, negotiations, acquisition support, and transaction execution. Its capital-advising services include financing, recapitalizations, management buyouts, partial buyouts, and accounts-receivable lines.[3][4]
What does The Midessa Group publicly disclose about fees, process and engagement terms?
The cited Experience page does not identify counterparties, transaction dates, buyer identities, financing sources, or consideration terms for the listed representative transactions.
The cited Capital Advising page does not publish specific financing-partner names, advisory fees, commissions, underwriting terms, or engagement economics.
The cited About page does not state the firm’s broker-dealer registration, investment-adviser registration, securities license, or other firm-level regulatory authorization.[2][4][7]
The cited About page describes The Midessa Group’s advisory role and identifies Enrique Romero as Founder and Managing Partner, but does not state the firm’s broker-dealer registration, investment-adviser registration, securities license, or other firm-level regulatory authorization. This is a public-disclosure gap, not a finding of non-registration.[2]
The firm states that its process seeks to preserve confidentiality, provide a free opinion of value, package business documentation, coordinate key participants, maintain deal momentum, provide access to qualified buyers, and remain involved until closing.[2]
Questions to ask before hiring The Midessa Group
Which legal entity would sign the engagement letter, and what regulatory or licensing framework applies to the proposed services?
Which revenue range is current for the engagement: $5MM-$80MM or $5MM-$100MM?
What are the success fee, retainer, minimum fee, expense reimbursement, tail, exclusivity, and termination provisions?
Can the firm provide references or additional detail for the listed Oilfield Manufacturer, Oilfield Midstream Supplier, and Sand Hauling Transport transactions?
Which qualified buyers may be contacted, and how are conflicts handled?
What role does the firm play in arranging or providing access to financing through financial partners, and what is the nature of those relationships?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Industry / market focus
- Geography / market coverage
- Transaction / portfolio evidence
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.
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