Bob Dale

Bob Dale

phone: 512-327-0427


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Bob is a trusted advisor for owners and entrepreneurs who want to build, buy, and sell companies. His M&A advisory firm, the Austin Dale Group Inc., specializes in working with technology companies (cloud, IT service, and software ), health care, and other industries, providing business sales, acquisitions, valuations, financial coaching, strategic exit planning, and value enhancement services.

Previously Bob was an entrepreneur in the IT industry where he co-founded, built, and operated IT service and software companies for more than 15 years.

Bob is a Registered Investment Banking Representative and holds both the Series 79 and Series 63 licenses. He is also a Certified Business Intermediary and has served on the board of the Austin Chapter of Texas Association of Business Brokers.

Bob is married and has two grown sons. His interests include traveling, tennis, hiking, sailing, music, and cooking.

Education & Certifications

Graduate Studies, The University of Texas at Austin

B.A., Biology and Computer Science, The University of Texas at Austin

Registered Investment Banking Representative (Series 79 and Series 63 licenses)

CBI (Certified Business Intermediary)

M&A Source, member

Corelytics Coaching Network, member

Sellability/Value Builder, advisor