What McLerran & Associates does

McLerran & Associates is a private, Austin, Texas-based sell-side advisory firm founded in 1989 that specializes exclusively in dental practice transitions. The firm serves two primary customer segments: dental practice owners pursuing a Dental Service Organization (DSO) affiliation or private equity partnership, and practice owners executing traditional doctor-to-doctor sales. Its core services are DSO Affiliations Advisory, Doctor-to-Doctor Practice Sales, and Practice Valuations, with the valuation work built around a proprietary EBITDA methodology that evaluates a practice from both a DSO/PE and a private-buyer perspective and is supported by a database of pre-qualified buyers and vetted DSO/PE acquirers. McLerran supplements the human advisory model with two digital listing marketplaces — DSO Practice Listings and Private Buyer Practice Listings — on its dentaltransitions.com platform.

The firm's technology stack is primarily domain expertise and a proprietary buyer/seller matching process rather than software: the differentiating assets are 2,000+ practice evaluations feeding the valuation methodology, an extensive pre-qualified buyer network, and a structured competitive bid process that surfaces multiple DSO offers in parallel. The team of ~15-17 advisors and support staff is concentrated in Texas with presence in Georgia, Arizona, Ohio, Montana and North Carolina, and is supported by podcast appearances, webinars, an annual McLerran M&A Summit, and a referral network of dental CPAs, attorneys and lenders.

Revenue is generated on a professional-services basis through transaction-based commissions and fixed engagement fees for sell-side advisory, practice valuations and brokerage work. Pricing is not publicly disclosed and quotes are handled through a centralized contact channel (phone 512-900-7989, [email protected]). The firm is privately held by principals Brannon Moncrief (CEO) and Ryan Moncrief (President) with no disclosed external institutional investors, and the company reports 1,500+ completed practice sales and $2B in cumulative closed transaction volume across 35+ years.

Name

McLerran & Associates

Legal name

McLerran & Associates, LLC

Website

https://dentaltransitions.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

1–10 employees

Short description

McLerran & Associates is a private, Austin-based sell-side advisory firm specializing in dental practice transitions, including DSO affiliations, doctor-to-doctor sales, and practice valuations. The firm has facilitated 1,500+ transactions and $2B in closed deal volume over 35+ years.

Ownership category

akta.pro rank

Product category

Dental Practice Brokerage & M&A Advisory

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Sell-Side M&A Advisory (FSAEAGAA)

akta.pro secondary industries

Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), M&A Advisory (Buy-side/Sell-side) (BPAHADAC)

Keywords

• Dental practice brokerage
• DSO transaction advisory
• Dental M&A services
• Practice transition consulting
• Dental practice valuations

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure

Revenue model

1. Sell-Side Advisory Services: Brokerage and advisory fees for facilitating dental practice sales and DSO affiliations. Services include practice valuations, transaction structuring, buyer matching, negotiations, and closing support. Revenue earned as transaction-based commissions or fixed fees per engagement.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels9 records

Core offering

McLerran & Associates is a sell-side advisory and brokerage firm that guides dental practice owners through practice sales and transitions, including DSO/Private Equity affiliations, doctor-to-doctor practice sales, and practice valuations. The firm provides end-to-end transaction support from initial discovery and EBITDA analysis through buyer matching, competitive bidding, negotiation, and closing.

Product overview

McLerran & Associates operates as a unified dental practice transition platform offering three integrated service lines: DSO Affiliations Advisory (sell-side advisory for Dental Service Organization or private equity transactions), Doctor-to-Doctor Practice Sales (traditional brokerage to private buyers), and Practice Valuations (EBITDA analysis and market value assessment). The company supplements these core services with two digital listing platforms—the DSO Practice Listings and Private Buyer Practice Listings—that enable sellers to showcase opportunities to vetted DSO and private buyer audiences. With over 1,500 successful practice sales, $2 billion in closed transaction volume, and 100+ years of collective industry experience, the firm positions itself as the industry leader in dental practice sales and sell-side advisory for DSO affiliations across the United States.

Differentiator

Problem solved

Functional benefit

Products and services

• DSO Affiliations Advisory Sell-side advisory service for dental practice owners seeking affiliation with a Dental Service Organization (DSO) or private equity partner, including EBITDA analysis, practice valuation, go-to-market strategy, vetted buyer identification, competitive bidding, and transaction negotiation through closing.
• Doctor-to-Doctor Practice Sales Full-service practice brokerage facilitating the sale of privately owned dental practices to individual doctor buyers, including practice valuation, marketing, offer solicitation, negotiation, and closing support.
• Practice Valuations Comprehensive practice valuation providing in-depth EBITDA analysis and market value assessment from both DSO/private equity and private buyer perspectives, used as a starting point for any practice sale or DSO affiliation.

Quantifiable outcome

• 30% increase in practice valuation on average for DSO transaction clients
• +4 more outcomes

Named customers11 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Squire DentalnotableOthersMcLerran & Associates served as sell-side advisor in Dr. Navid Hadian's affiliation with Squire Dental. Squire Dental is a DSO providing practice management support while maintaining clinical autonomy for partner dentists. Transaction involved multi-doctor general dentistry practice in Pennsylvania.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• DDSmatch: DDSmatch is a dental practice transition firm providing practice sales, appraisals, and DSO partnership advisory across the U.S. Directly competes with McLerran in dental practice brokerage and DSO affiliation services.
• US Dental Advisors: US Dental Advisors provides practice transitions, valuations, and DSO affiliation advisory specifically for dentists. Operates as a direct dental-focused sell-side advisor comparable to McLerran's core offering.
• OMNI Practice Group: OMNI Practice Group is a dental practice transition and brokerage firm offering sell-side advisory, practice valuations, and DSO affiliation services. Directly comparable to McLerran as a specialized dental M&A advisor serving practice owners considering transitions.
• Paragon Dental Practice Transitions: Paragon is a long-standing dental practice transition and brokerage firm offering practice sales, associate buy-ins, and partnership dissolutions. Direct competitor in dental practice brokerage with overlapping target customers.

Others

• Bank of America Practice Solutions: Bank of America Practice Solutions is a major dental practice lender and former employer of several McLerran team members. Adjacent ecosystem participant that finances practice acquisitions and refers clients considering transitions.
• MB2 Dental Solutions: MB2 Dental is a large PE-backed DSO that is both a customer (acquirer) of McLerran's sell-side advisory and an adjacent player in the dental consolidation ecosystem. Relevant as a buyer counterparty rather than direct competitor.
• Dentappraisal: Dentappraisal is a dental practice valuation platform co-founded by McLerran's COO Kevin Mach. Adjacent service provider focused on appraisals that feeds McLerran's transaction pipeline and shares overlapping customer base.

Broad incumbents

• Edgemont Partners: Edgemont Partners is a healthcare-dedicated M&A advisory firm active in dental services transactions. Broader healthcare incumbent with overlapping capabilities in healthcare practice transitions and DSO-related advisory.
• Vertess: Vertess is a healthcare-focused M&A advisory firm serving dental, behavioral health, and other healthcare verticals. While not exclusively dental, it competes for DSO-related transactions and serves similar private equity buyer networks.
• Henry Schein Practice Transitions: Henry Schein's practice transition service leverages the firm's broad dental distribution franchise to offer practice sales and transition advisory. Incumbent player with wider product portfolio that overlaps with McLerran's doctor-to-doctor transition services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@dentaltransitions
• Facebookfacebook.com/mclerranassociates
• LinkedInlinkedin.com/company/mclerran-&-associates-practice-transitions
• Instagraminstagram.com/mclerranassociates
• Xx.com/McLerranAssoc

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about McLerran & Associates