We provide sell-side investment banking services to discerning, entrepreneurial family- and founder-led businesses that are seeking guidance to maximize value in the sale of their business.
Our foundation is based on personal experiences as entrepreneurs with the disappointment in hiring firms only to later realize their ability to accomplish the assigned task was average, at best.
With a proven track record, we adhere to a methodical, proven process from deal origination to closing that yields industry-leading valuation multiples.
Our client relationships are rooted in confidentiality.
You should expect nothing less.
We do what we say we're going to do.
In all things, do them with class.
You can rely on what we tell you.
Managing Partner
Prior to forming i5 Advisory, Dale served as Managing Director at The BlackRose Group, a lower middle market advisor, where he was involved in sell-side representation.
With almost two decades of M&A experience, his business involvement includes industrials, manufacturing, chemicals, marine and energy.
He holds a BS (Civil Engineering) from Louisiana State University, JD from Southern University Law Center and an MBA from Tulane University - A.B. Freeman School of Business.
Dale and his wife Kari (a Court Reporter/Stenographer) live in Dallas. They have four daughters ranging in age from 13 to 27.
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