Testimonials
Take THEIR word for it
These are voices of owners who’ve stood where you are: navigating big decisions, high stakes, and deeply personal transitions.
navigating big decisions, high stakes, and personal transitions.
Andrew Southwell
Managing Director
SSK Capital
I’ve worked with Dale Eldridge for fifteen years in investment banking, first as a client, and later as a partner. During that time we participated in dozens of M&A transactions as the advisor to the seller.
He is highly experienced in field services industries, and knows more about roofing, renewable energy, and oilfield services than anyone I know. He’s worked in sales, operations, and finance in all these areas and brings hands on experience that is unusual for an advisor.
Dale is one of the finest intermediaries I’ve ever met, and is particularly strong at understanding the family dynamics as founders prepare to exit their businesses. He has an ability to to structure win-win solutions for family members with disparate, sometimes conflicting, goals. On more than one occasion this has helped owners come to a satisfying solution when exiting their business, where all family members were happy, rather than the conflict we too often see.
Dale also brings great value with his network of contacts. If he is not expert at any element of exit planning, he maintain multiple contacts that can bring their expertise at the right level, and at an appropriate cost.
He has my recommendation as a professional and as a man of the highest personal integrity. Please don’t hesitate to reach out if you’d like to discuss further.
Scott Stern
CEO
Royal Flush
As an investor and a previous business owner, I have many options for business representations. However, it can be challenging to find representation that is fiercely dedicated to my goals, my mission, my end game.
Dale Eldridge has been my trusted advisor for over ten years and has helped me do everything from raise money to find business partners to source new opportunities. In one unique situation, Dale even served as an interim CEO for one of my portfolio companies and helped us file several patent applications!
Dale is aggressive, transactionally-astute and strategic. Most importantly, Dale provides relentless effort towards my goals.
I highly recommend Dale Eldridge for any of your business representation and investment banking opportunities.
Gregg Dippold
Principal
Quoddam, LLC
For anyone seeking to scale, pivot, or monetize their business, Dale stands out as a rare blend of entrepreneur, deal maker, and pragmatic strategist.
He possesses an unmatched ability to identify value, navigate complexities, and drive transactions to completion. He has a natural ability to craft outcomes where all parties thrive.
Dale doesn’t just respond to market trends, he anticipates them. His advice is rooted in real-world experience, not B school theoretical frameworks, making him an invaluable asset to founders, investors, and executives alike.
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Join the Decisive Owners Who Seized Their Opportunities
Like these business owners , you’ve built something worth protecting—and now it’s time to think about what’s next. Fill out the form to schedule your free consultation. We’ll talk through your goals, assess your readiness, and create a plan to help you exit with clarity, confidence, and the outcome you deserve.