Align Business Advisory Services

Thank you to everyone who turned out for our "Trends Impacting Manufacturing Companies" event with Greenberg Traurig, LLP! Dena Jalbert, Jaret Davis, Donnie Casey, and Jay Galbraith shared what gives Central Florida a competitive edge in manufacturing and how smart technologies and lightweight materials are transforming the industry.

If you're a manufacturing CEO and missed the event, please reach out and we would be happy to share the insights and resources with you! Thank you to the Orlando Business Journal, Manufacturers Association of Central Florida, and Greenberg Traurig for making this event possible.

Happy Labor Day from all of us at Align!

Discover your M&A style! Take our quick quiz to find out how you approach M&A and see how Align can guide your journey.

Thank you to all of our partners who came out to celebrate an amazing evening at The Alfond Inn with our Orlando and Tampa teams! We appreciate all of the work that you do in our Central Florida business community.

Someone Wants to Buy Your Business—Now What?

Receiving an offer to buy your business is exciting, but don’t let the thrill cloud your judgment. Careful planning and strategy are essential to ensure you secure the best deal and maximize your business's value. We cover the key steps you need to take, from evaluating your readiness to working with an M&A advisor who can guide you through the process.

Don’t let excitement rush your decision—navigate this opportunity with confidence and expertise.

What to Do When Someone Wants to Buy Your Business - Align BA Just Received an Offer to Buy Your Company? Here’s Why Consulting Align is Essential Congratulations! Your hard work, dedication, and innovative ideas have captured the attention of a potential buyer interested in your company. Receiving an unsolicited offer can be thrilling and overwhelming, trig...

While our headquarters remain just outside of Orlando in sunny Winter Park, Florida, our team now spans every major market region across the country.

From coast to coast, our experts are ready to help you navigate the complexities of M&A with confidence.

📍 Where are you located? Let's connect and take your business to new heights together!

Technology is revolutionizing the roofing and home services industries! From drone inspections to advanced project management software and more, these innovations are driving efficiency, safety, and customer satisfaction—all while boosting company valuations.

Learn how adopting the latest tech can set your business apart and attract potential buyers by reading the full article.

The Role of Technology in Modernizing Roofing and Home Services Companies and Boosting Valuations - Align BA Home services companies, roofing companies and others are increasingly adopting new technology to enhance their operations, improve safety, and deliver superior customer satisfaction. Integrating high-tech tools like drone inspections, project management software, and advanced materials makes their....

Align is honored to be named to the Inc. 5000 list of fastest-growing private companies! We're so proud of our team and this journey: https://www.prnewswire.com/news-releases/align-business-advisory-services-named-to-2024-inc-5000-list-of-americas-fastest-growing-companies-302221125.html

What an incredible morning we had Wednesday at the 2024 All Women Empowered (AWE) Impact Forum! We’re still buzzing with inspiration from the event and wanted to share a few behind-the-scenes moments.

From insightful discussions to connecting with amazing leaders and innovators, the energy in the room was truly electric. A huge thank you to Orlando Economic Partnership for bringing us all together and to our fellow sponsors for making this event unforgettable.

See even more event photos here: https://www.facebook.com/media/set/?set=a.919199700246342&type=3

Private equity continues to show robust interest in lower middle market (LMM) acquisitions, with this sector presenting unique opportunities for growth and returns. In an interview with Global Banking And Finance Review, Align Business Advisory Services CEO, Dena Jalbert, shares her insights on the driving forces behind this trend, including the resilience of lower middle market companies and the strategic value they offer to investors.

Read the full article to learn why the LMM is a hotbed for private equity.

Private Equity's Strong Appetite for LMM Acquisitions Discover why private equity firms are increasingly turning to lower middle market acquisitions for strategic investment opportunities and value creation.

Considering selling your business but want to stay involved? Our latest article explores the benefits and considerations of rollover equity. Learn how this strategy can help you retain ownership interest and align with new partners post-sale to maximize business value.

Understanding Rollover Equity: Opportunities and Considerations for Business Owners - Align BA When evaluating offers, business owners exploring exit strategies are increasingly encountering the concept of rollover equity, as buyers and sellers look for innovative ways to bridge valuation gaps and structure mutually beneficial deals. Rollover equity has emerged as a compelling option, but it....

Align is excited to be an associate sponsor of the Orlando Economic Partnership's 2024 AWE Impact Forum, celebrating women’s economic empowerment. We can’t wait to connect with you and hear from these inspiring women next Wednesday! Be sure to stop by and chat with our team if you are attending.

🗓️ Date: Wednesday, August 7, 2024
⏰ Time: 8 - 10:30 a.m.
📍 Location: Harriett’s Orlando Ballet Centre

Looking forward to an insightful morning!

🤝 Why align with Align Business Advisory Services? Navigating an M&A transaction is complex and requires more than just accepting an offer.

In the final installment of our Exit Planning series, we discuss how Align’s expertise can guide you through a sale with confidence. Find out how we assist in qualifying buyers, securing the perfect match, and preserving your company’s legacy.

Exit Planning (Part 7): Why Align? Expertise for a Winning M&A Outcome - Align BA Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company (Part 7)   Why Align? Expertise for a Winning M&A Outcome You’ve built a successful company, and the proof is in the constant stream of unsolicited buyer calls. So why consider partnering with Align for your M&A tran...

As Align CEO Dena Jalbert heads to Paris for the Olympics, we’re reminded of the parallels between this grand event and selling your company. Just like Olympians, business owners need thorough preparation, strategic planning, and expert guidance to maximize potential and achieve their goals. Read our latest article to learn how having a skilled coach can help you secure a gold-medal sale!🥇

Mergers and Acquisitions: The Olympic Journey of Selling Your Company - Align BA As the world turns its eyes to Paris for the 2024 Summer Olympics, Align‘s CEO, Dena Jalbert, is traveling to Paris right now to witness this always-amazing event, and it reminded us that another high-stakes competition is always underway in the business world: mergers and acquisitions (M&A). Just...

Selling a thriving company might seem counterintuitive, but a strategic M&A transaction can unlock your company’s full potential and transform cash flow into lasting generational wealth. The latest article in our Exit Planning series covers how to structure deals for continued growth, maximize returns, and build a legacy for future generations.

Exit Planning (Part 6): Growth and Cash Flow: Another Way of Building Generational Wealth - Align BA Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company (Part 6)   Growth and Cash Flow: Another Way of Building Generational Wealth Your company is on fire – experiencing explosive growth and generating significant cash flow. Why consider selling now, when the future see...

Selling your company doesn’t mean losing control. Our latest article explains how to negotiate a post-sale role that maintains your independence and unlocks new opportunities with Align's expertise.

Exit Planning (Part 5): Knowing When It's Time to Sell Your Lower Middle Market Company - Align BA Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company (Part 5)   Maintaining Your Independence: Life After the Sale The entrepreneurial spirit thrives on independence. The thought of working for someone else after selling your company can be unappealing. But what if you c...

Our recent book club session with John Boccuzzi Jr., author of “The Art of Seducing Your Customers,” provided valuable insights into the S.E.D.U.C.E. framework for Align. As a team, we explored actionable strategies to enhance M&A processes. We’re excited to apply these learnings to help our clients navigate their M&A journeys more effectively. Read more about how we’re incorporating these strategies into our work in our latest blog.

The Art Of M&A: Insights from Our Latest Book Club - Align BA At our recent book club, we had the privilege of hosting John Boccuzzi Jr., author of “The Art of Seducing Your Customers.” Boccuzzi’s S.E.D.U.C.E. framework provided valuable insights for our advisory firm, reinforcing our commitment to bringing Wall Street-caliber insights to Main Street. Th...

Understanding the importance of ESG factors in M&A is crucial for long-term success. Our latest article explores how integrating Environmental, Social, and Governance considerations can enhance valuations, improve risk management, and drive sustainable growth in the lower-middle market.

Learn how ESG can strengthen your business and prepare it for future opportunities.

ESG Considerations in Lower-Middle Market M&A: Why They Matter - Align BA Mergers and acquisitions (M&A) in the lower-middle market ($10-200 million) are increasingly influenced by Environmental, Social, and Governance (ESG) factors. These ESG factors are no longer just a box to check; they have become central to the decision-making process in M&A transactions. This shift...

MarketWatch has picked up the news about our Managing Director Craig Wendel’s recent recognition! Craig was named to The M&A Advisor’s 2024 Emerging Leaders list—a prestigious award highlighting exceptional talent and leadership in M&A.

Catch up on the full story and learn more about Craig’s outstanding contributions to the field.

Congrats again, Craig! 👏

M&A Advisor Names Align Business Advisory Managing Director Craig Wendel to 2024 Emerging Leaders - MarketWatch Craig Wendel, Managing Director of Deal Origination at Align Business Advisory Services, a leading M&A advisory firm to lower and middle market companies, has been named to M&A Advisor's 2024 15 Emerging Leaders.

🎆Happy Independence Day!🇺🇸

Not Ready to Let Go? Define Your Next Chapter!

Navigating the exit planning process can be daunting, but defining your next chapter is crucial for a successful transition.

In the latest installment of Align’s Exit Planning series, we explore strategies to help you envision your future beyond business ownership and identify potential roles you might consider.

Exit Planning (Part 4): Letting Go: Defining Your Next Chapter - Align BA Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company (Part 4)   Letting Go: Defining Your Next Chapter Your business is your lifeblood. Selling it can feel like selling a part of yourself – after all, it’s been your life’s work. But what if letting go could unlock ...

Exciting news for trade business owners! Gen Z is turning to trade careers, bringing fresh energy and innovation to HVAC, plumbing, and electrical industries. This shift offers incredible growth opportunities, increasing the value of these businesses. Learn how to adapt and thrive with this new generation and why this is good news for those considering an eventual exit.

Check out the Blue Collars Making Green Podcast podcast to learn more about trends affecting the trades!

Gen Z's Embrace of Trades and What It Means for Trade Business Owners - Align BA In recent years, a surprising development has emerged: Generation Z, our youngest working demographic, is increasingly turning to trades as a career path. What may have originally seemed like a TikTok trend (the hashtag drew 500k posts in the first four months of 2024, up 64% over the sa...

Align Director of M&A Kelley Phan recently teed up some new connections at a TopGolf networking event. Reach out if you'd like to join us for the next one!

In her latest interview with cheddar news on the floor of the New York Stock Exchange, Align CEO Dena Jalbert discusses the resurgence of vertical integration in M&A, particularly in tech and healthcare sectors. Dena emphasizes the abundance of cash seeking investment opportunities and predicts strong M&A activity in tech, AI, industrials, pharmaceuticals, medical devices, and biotech, with private investment remaining robust in the second half of the year. Watch the full interview to hear her insights about what to expect in M&A for the rest of 2024.

Gilded Age Déjà Vu? Companies Are Embracing Vertical Integration A mergers and acquisitions expert says that we’ll see lots of companies making deals this year, especially in tech and healthcare.

Not ready to retire? Selling your business doesn't have to mean stepping away! Strategic M&A transactions can offer growth opportunities and secure your future without full retirement. Read the latest article in Align’s Exit Planning series to learn how proactive planning can lead to greater success.

Exit Planning (Part 3): M&A for Growth and Opportunity Beyond Retirement - Align BA Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company (Part 3)   M&A for Growth and Opportunity Beyond Retirement So, you’re not ready to hang up your hat just yet. Many entrepreneurs find the idea of selling their thriving business unappealing. But what if selling your...

Align CEO Dena Jalbert joined Schwab Network on the New York Stock Exchange floor this week, discussing recent market performance, the outlook for M&A, how the upcoming election could accelerate deal timelines, and more! See all her thoughts here:

M&A: Upcoming Election Has Potential to Accelerate Deal Timelines | Schwab Network Selective growth will continue to be a theme, with preference for non-cyclical, resilient businesses, notes Dena Jalbert. She examines recent market performance and the outlook for the M&A space. She talks about how ConocoPhillips (COP) is to acquire Marathon Oil (MRO) in an all-sto...

Thinking about an Employee Stock Ownership Plan (ESOP) for your business exit strategy? Align’s latest article in our Exit Planning series explains why selling your company might be more beneficial despite the allure of an ESOP.

Understand the potential pitfalls of ESOPs and what to consider when deciding on an exit strategy that will best serve your long-term goals.

Considering ESOP: Sharing the Dream - Align BA Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company (Part 2)   Employee Ownership: Sharing the Dream In the previous blog, we explored the challenges of passing a business to your children. Another common exit strategy for entrepreneurs is to empower their employees thr...

Why Align?

At Align, we are redefining the M&A industry by focusing on deals under $200M that other firms overlWhy Align?

At Align, we are redefining the M&A industry by focusing on deals under $200M that other firms overlook. Our team of former business owners and executives bring Wall Street resources to the lower-middle-market, ensuring personalized and value-maximizing services.

Align has disrupted the market by treating every business with the attention it deserves, leveraging our extensive network to deliver exceptional results. We specialize in helping clients navigate transitions with confidence. Join us and experience a unique approach to M&A that aligns with your goals.

Here’s what makes us unique:
• Service: We give 1000% for every client, ensuring unparalleled dedication and support.
• Extensive Network: Our vast network connects you with the right buyers and sellers, ensuring the best fit for successful transactions. We identify not just a good buyer or investor, but the best one, aligning with your needs and terms.
• Innovation: Our diverse perspectives and backgrounds foster new and innovative solutions for our clients.
• Value: We guarantee results and stand by our work, boasting a near-100% close rate and over $2 Billion in transactions.
• Award-Winning: Best Mid-Market M&A Consultancy by Acquisitions International (2019-2022).

Connect with us today to see how we can drive success for you and your clients!

Selling your life’s work can be daunting. Our new expert insight series explores the various reasons entrepreneurs might hesitate to sell and the critical questions to guide your decision. We start with a common scenario: passing the business to your children. Is this the best option for your family and business? Read on to find out.

Exit Planning: Knowing When It's Time to Sell Your Lower Middle Market Company - Align BA A Series by Align: Your Trusted M&A Advisors Selling your life’s work can be a daunting decision. You’ve poured your heart and soul into building a successful company and know your industry inside and out. But at some point, every entrepreneur considers when the right time to exit might be. This...

What’s the key to exiting your business on your terms? Align’s CEO, Dena Jalbert, shares her expert insights with Forbes on achieving a successful exit in this recent article featuring tips from industry leaders.

Learn how to navigate the buyer landscape and secure the best deal for your business, and why early preparation is key to a smooth transition and maximizing value.

Selling A Business: 6 Considerations For A Successful Exit Selling a company is a complex process. Here are six things to consider in the lead-up to a sale.