Align Business Advisory Services

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/

04/16/2026

What’s actually driving the 2026 M&A surge?

Our Founder & CEO, Dena Jalbert, joined cheddar news to break down:
• The SpaceX IPO buzz
• Media industry shakeups
• What’s fueling deal activity right now

Sharp insights for anyone thinking about growth, capital, or exit strategy.

🎥 Watch here:

Dena Jalbert, founder and CEO of Align Business Advisory Services, breaks down 2026’s M&A surge, SpaceX IPO buzz, and major media shakeups.

04/07/2026

What’s next for manufacturing businesses in a roll-up-driven market?

Align’s Louis Jolivert will be speaking at the Manufacturing M&A Dealmakers Forum on May 4 in St. Louis, diving into the next wave of manufacturing roll-ups and what it means for owners navigating their growth, capital, and exit options.

This market is active, but preparation, positioning, and timing matter more than ever.

If you’re attending, we’d love to connect. Use code ALIGN20 for 20% off registration: https://chiefexecutive.net/manufacturingleadershipsummit/dealmakersforum/

03/17/2026

HIMSS in one sentence: Healthcare innovation is accelerating, but maturation is the real story.

Yes, AI is everywhere - but our biggest takeaway is that more companies are thinking about partnerships, capital, and scale earlier than ever.

From an M&A lens, that’s a significant move. See more of the key takeaways from our team members Louis Jolivert and Matt Kane in the full recap.

Align’s Matt Kane and Louis Jolivert just got back from HIMSS, and one thing is clear: healthcare innovation has some serious momentum. Walking a floor of nearly 1,000 vendors, the sheer density of AI-enabled tools, digital health platforms, and interoperability solutions was impossible to ignore....

02/09/2026

What an incredible day at the CBIZ Florida Construction & Real Estate Summit in Hollywood, FL!

A huge shout-out to our very own Louis Jolivert and Lori McLane for representing Align at this value-packed event that brought together construction, development, real estate and industry leaders to discuss economic trends, market insights, workforce dynamics, technology and more.

We were proud to sponsor the cocktail reception, connecting with friends, partners and future collaborators while enjoying thoughtful conversations about where the Florida market is headed next.

Thanks to CBIZ for hosting such a well-run summit, and to everyone who made this such a great event!

01/27/2026

Great conversations and strong momentum coming out of last week’s International Roofing Expo (IRE) in Las Vegas.

Our team spent time on the floor talking with roofing contractors, suppliers, and investors, and the sentiment was overwhelmingly positive, with owners heading into 2026 expecting meaningful growth.

We also saw strong engagement around our “Nail Your Exit” session, where Brian Hatton and Louis Jolivert walked through what roofing founders should actually understand about valuation, private equity buyers, and realistic transaction timelines.

We captured a few of the key takeaways in a short blog post here: https://alignba.com/2026/01/27/positive-momentum-at-ire-2026-what-were-hearing-from-roofing-and-exteriors-founders/

If you couldn’t make it to IRE or want to continue the conversation, we’re always happy to connect.

Last week, members of the Align team attended the International Roofing Expo (IRE) in Las Vegas, and the energy across the roofing and exteriors...

01/15/2026

Discipline, timing, and long-term value creation. Well before a business owner even considers an exit, the prep work that they've done to build a thriving business is essential for a successful transaction. In this month's cover story in Professional Roofing, the official magazine of the National Roofing Contractors' Association, Align CEO Dena Jalbert talks about the steps every owner should take to be successful, with insights that are valuable whether or not you're in the roofing industry.

This issue will be in the hands of thousands of roofing leaders next week at International Roofing Expo (IRE) 2026, and we’re proud to contribute a perspective focused on discipline, timing, and long-term value creation for founders.

📖 Read it here: https://www.professionalroofing.net/Articles/Walk-don-t-run--12-01-2025/5678

If you’re heading to IRE, drop by booth 5066 - our team would love to chat about these topics and more!

Walk don't run by Dena Jalbert Planning your exit should be deliberate and thoughtful.

01/07/2026

Selling your business is about more than the number.

Our CEO, Dena Jalbert, was featured in Forbes discussing what founders often overlook before going to market, from owner dependence to the emotional reality of exiting a company that’s tied to your identity.

If an exit is on your horizon (or even if you're just starting to think about what's next), this article provides helpful advice:

Entrepreneurs dream of starting a profitable company, scaling, and then selling to the highest bidder. Here’s insider advice to know before your M&A.