View Services
Get started
Ready to sell or buy a business? Navigate your M&A with experts you can trust
Read MoreBusiness valuation, recapitalization, and related services for small to mid-size companies.
Read MoreAre you thinking about exit strategies and how to transfer ownership of your company?
Read MoreAustin Dale Group is a boutique investment banking firm for technology companies. Our clients include software companies, cloud solution providers, and IT managed services – as well as healthcare and other tech-enabled businesses.
We specialize in M&A and strategic growth advisory services for middle-market technology businesses with revenues up to $75 million. We help our clients prepare for a merger or acquisition, build shareholder value, and sell their business (or divest a division). We also work with companies that wish to acquire other companies as part of their growth strategy.
Contact us if you are thinking about selling your company (or part of your company), buying a company, developing an exit strategy, or making your business more valuable. We also have monthly and quarterly programs to increase the value of your technology company and help you get ready for a transaction – whether you are a potential buyer or seller.
My advisors at Austin Dale Group were indispensable in managing the sale of my long-held business. This included helping to organize my financial information, identifying and contacting potential buyers, assessing buyers, evaluating offers, negotiating offers, navigating due diligence, and tying up so many details. It was a big comfort having them manage all the information and communications with the buyers. Bob, John and Clint complemented each other well, and were always available, patient, amicable and persistent. I can’t thank them enough.
Jerry Porter, DataWing Software - https://www.datawingsoftware.com/
I was thinking about retiring from the engineering firm that I founded. I wanted to take care of my family, my business partners, and all the associates. Austin Dale Group spent time with me and my partners to learn about the business and our goals. They came back with a strategic plan that included a valuation, strengthening our core business, and identifying potential acquirers. Austin Dale Group is extremely knowledgeable about the M&A process, has the highest professional integrity, and they are personable and creative. They were very good in communicating with all parties and were accessible at all hours. We had a successful transaction and I would recommend Austin Dale to others who need M&A advisory services.
Raymond Chan - Chan & Partners Engineering
Are you thinking about selling your business, but you’re not really sure where to start? Do you have an exit strategy? Austin Dale Group can help you determine the best exit strategy and increase the value of your company - using our proven methodology. Click here to take the free Value Builder survey and learn how your company measures up.
I approached Austin Dale Group because I needed some help figuring out what drives the value of my managed IT services company. They’ve helped me to understand my financial drivers, set priorities, maintain focus, and become a better leader and manager. As a result I am consistently in the top quartile of MSPs and looking for new avenues of growth, including acquisitions. One thing I like about working with Austin Dale is they care about my long-term success. They’re always willing to go the extra mile to help me balance my goals and make sure that I understand what really drives value in my company. I would recommend Austin Dale Group to others who need a trusted advisor to help them build a better, more valuable company prior to an M&A transaction.
Jon Palecek - Palecek Consulting Group
We wanted to prepare our high-tech instrument development and integration business to sell the business and maximize our proceeds. Austin Dale Group offered numerous suggestions to improve our business and even helped us find specialists to reorganize our accounting and job tracking procedures and software. When we went to market they handled the detailed negotiations of the sale so that it was financially rewarding and we were able to maintain the good relations needed for a successful transition. I really liked their ability to relate to and advise technical people who were essentially self-taught businessmen, and to keep the process of developing and selling the company grounded in reality. I would recommend Austin Dale Group to other technology company owners who need assistance with developing and selling their business.
Dr. Ralph Brewer, Industrial Monitor and Control Corp.
I approached Austin Dale Group because I was ready to retire and a third-party sale was the only viable succession plan for my business. Austin Dale made sure that my company sale opportunity was given maximum exposure to potential buyers and that my interests were well represented. We started the process at the beginning of the financial collapse so the time to sell was longer than either of us had expected. Austin Dale Group stayed with me throughout the process until we completed a successful sale. Two things that stood out were their knowledge of the marketplace and willingness to listen. I would recommend Austin Dale Group to business owners who need someone they can trust to focus on disposition of their business, so the owner can stay focused on the health of their business.
Bill Kleinsorge, Buda Woodworks
Cross selling new products and services to your existing customers may be a great marketing strategy, but if your goal is to increase the value of your business, the added revenue may do nothing for your company’s value – and may even lower it. In......
We’re often contacted by business owners who say they want to talk about selling their business. Then we find out they have already been contacted by a potential buyer, or they may have received an offer. These unsolicited buyer advances often start a chain reaction......
Where your money is concerned, myths can hurt you. In a recent Divestopedia article from Tammie Miller entitled, Crazy M&A Myths You Need to Stop Believing Now, Miller explores 5 big M&A myths that can get you in trouble. She points out that many of......
(Austin, Texas), September 9, 2019 – Construction and engineering companies led M&A activity according to the Q2 2019 Market Pulse Report published by the International Business Brokers Association (IBBA), M&A Source and the Pepperdine Private Capital Market Project. This is a notable change from the......
Software companies are attractive to many buyers and investors. Software companies with the Software-as-a-Service (SaaS) business model are especially attractive. Their financial appeal comes from their recurring revenue, high margins, growth and scalability. If you have a healthy, growing software business, there are strategic and......
Private equity firms used to ignore emerging technology companies until they had scaled. That left venture capitalists, angel investors, family, and friends as the best options for entrepreneurs with small, growing businesses. But in the last couple of years, traditional private equity firms and some......
