Align Business Advisory Services

10/12/2026

A look back at Aligned for What’s Next!

Last week, we brought together business owners, investors, and industry leaders at Pier Sixty-Six in Fort Lauderdale for an afternoon of meaningful conversations, fresh perspectives, and valuable connections.

A special thank you to our sponsors for helping make this event possible:

Presenting Sponsor: Holland & Knight
Cornerstone Sponsor: Moore Colson
Partner Sponsor: BNY Wealth
Supporting Sponsors: BDO and BankUnited

We're grateful to everyone who joined us and contributed to a fantastic afternoon. We look forward to continuing the conversations and building on the connections made!

10/06/2026

We’re proud to announce that Align Business Advisory Services served as the exclusive sell-side advisor to Element Home Services in its sale to T3 Services Group.

Founded by Jon and Jaimie Graham, Element has built an outstanding home services business with a strong culture, talented team and trusted reputation across the Mountain West. T3 brings the resources and expertise to support Element’s next phase of growth while preserving the brand and local leadership that made the company successful.

It was a privilege to guide Jon, Jaimie and the Element team through this important milestone and help identify a partner aligned with their vision for the future.

Congratulations to Element Home Services and T3 Services Group on an exciting new chapter!

https://www.prweb.com/releases/align-business-advisory-services-advises-element-home-services-on-sale-to-t3-services-group-302899836.html

07/29/2026

Align's Tyler Dingman recently joined Tracxn's Investment Banking Decoded podcast to discuss what buyers are looking for in today's market, how founder-led businesses can navigate complex transactions, and why predictable cash flows continue to command premium valuations.

The conversation covers:

• Why the right buyer often creates more value than the highest offer
• What premium buyers are prioritizing today
• How founders can prepare for a successful exit
• Where AI is helping advisors, and where human judgment still matters most

Thanks to the Tracxn team for having Tyler on the show.

🎥 Watch the full conversation here: https://www.youtube.com/watch?v=4N8WdjcObKY

The best M&A deals aren't won by the highest bidder; they're won by...

07/04/2026

For 250 years, America has been built on the willingness to take risks, solve problems, and create opportunities for the next generation.

This Independence Day, we're celebrating the people who have built this great country, from its founders to the servicemembers, entrepreneurs, educators, healthcare professionals, tradespeople, first responders, and countless others whose work strengthens our communities every day.

Happy Fourth of July from all of us at Align Business Advisory Services.

06/11/2026

We're honored to see our Founder & CEO, Dena Jalbert, featured in a recent Miami Weekly profile highlighting the journey behind Align Business Advisory Services and the firm's growth into one of the country's fastest-growing M&A advisory firms.

What began from a vision to provide founder-first, relationship-driven advisory services has grown into a national platform serving business owners across a wide range of industries. Along the way, one thing has remained constant: helping entrepreneurs navigate some of the most important decisions of their lives.

The article explores Dena's entrepreneurial journey, the philosophy that shaped Align, and why personalized guidance continues to matter in an increasingly complex M&A market.

Read the full story here:

When Dena Jalbert left a career in accounting and corporate finance to launch her own advisory firm, she wasn’t chasing scale — she was solving a problem.

06/09/2026

Florida’s growth story is bigger than business relocations. In this Fireside Chat, Align Business Advisory Services Founder and CEO Dena Jalbert sits down with one of Align's board members, Chris Carmody of GrayRobinson, for a candid conversation about what is really driving Florida’s explosive growth, and what challenges still need to be solved.

Chris brings an insider perspective from his work with Florida’s House, Senate, and Governor’s office, offering a rare look at how policy gets made and how it shapes the state’s economic future.

The conversation covers topics like:
- Florida’s continued appeal for companies relocating and expanding
- The infrastructure gaps the state is racing to close, from I-4 to intercity connectivity
- How Live Local and other legislation are addressing housing affordability
- The Space Coast boom and the broader aerospace ecosystem reshaping Central Florida’s economy

From policy and infrastructure to housing, ports, and aerospace, this discussion highlights why Florida remains one of the most dynamic business environments in the country, and what it will take to sustain that momentum.

Align Business Advisory Services Founder and CEO Dena Jalbert sits down with GrayRobinson's Chris Carmody, a member of Align's advisory board, for a candid conversation about what's really driving Florida's explosive growth, and what challenges still need to be solved. In this episode: 🏢 Why Flor...

06/02/2026

We're proud to share that our Founder & CEO, Dena Jalbert, has been recognized by Orlando magazine as one of its 2026 Women Who Move the City!

For over two decades, Dena has dedicated her career to helping business owners navigate some of the most important decisions they'll ever make. Through her leadership, Align has completed more than $3 billion in lower-middle-market M&A transactions, helping founders maximize value, preserve legacies, and achieve life-changing outcomes.

What makes this recognition especially meaningful is that it celebrates leaders who create positive change in their communities, and anyone who has worked with Dena knows her impact extends far beyond the deals themselves. Her commitment to education, philanthropy, mentorship, and founder-first advice continues to shape Central Florida's business community and beyond every day.

Please join us in congratulating Dena on this well-deserved honor.

Read more:

DENA JALBERT Founder and CEO | Align Business Advisory Services Dena Jalbert wholeheartedly believes there is tremendous market value in smaller businesses. This belief has propelled her company, Align Business Advisory Services, to complete over $3 Billion in mergers and acquisitions (“M&A”) tr...

05/11/2026

Such an honor to see our founder and CEO Dena Jalbert featured in this article about the Orlando area's thriving community of women-owned businesses!

“If women can see other women in those industries, then they can see that there’s a path for them,” she said. “Inviting those women who have been able to break through into those rooms to ideate around ways that we can carve paths for others to follow.”

Orlando is emerging as one of the top metropolitan areas in the nation for women-owned businesses. Learn more about why - and hear more from Dena and other leaders of women-owned businesses in the area - at the link in the comments.

Women-owned businesses are growing faster in Orlando than in most major U.S. metros, placing the region among the nation’s top markets for female entrepreneurship. Learn more at the link below ⬇️

04/30/2026

McKinsey’s new report on “The Great Ownership Transfer” puts real numbers behind a shift many business owners are already feeling.

By 2035, roughly six million small and medium-sized businesses are expected to face ownership transitions as baby boomer owners retire. But historically, McKinsey estimates that 92% of SMB exits happened through closure, not sale or transfer.

For business owners, exit readiness is really transferability: clean financials, reduced owner dependence, management depth, realistic valuation expectations, and a clear view of buyer fit.

The best time to understand your options is before a life event, market shift, or unsolicited offer forces the conversation.

Here's what to know ahead of "The Great Ownership Transfer":

McKinsey estimates that six million SMBs will face ownership transitions by 2035. Here’s what business owners should know about exit readiness, succession, and transferability. For years, business owners have heard that “succession planning matters.” But a new McKinsey report puts real scale b...

04/22/2026

At Align, we’re in the middle of a massive wave of lower middle market deal activity, and we’re growing our team to meet it. We’re looking for an M&A Associate who wants to be hands-on across the full deal lifecycle, while working alongside a team that’s built a $3B+ track record.

If you’re a finance professional with real deal experience and you’re looking for a high-impact role with flexibility and upside, we’d love to connect.

Apply here: https://www.linkedin.com/jobs/view/4404592791/