Insights

Growth focus Lower-middle-market focus combined with a proven value guarantee presents a unique selling proposition for firms seeking scalable growth, M&A advisory, and capital raising services tailored to mid-sized businesses.

Executive leadership Founder and CEO Dena Jalbert recognized as a top M&A influencer and city leader suggests strong leadership credibility which can be leveraged to open doors with growth-stage companies seeking trusted advisory.

Recent wins Recent sell-side engagement including Aquaphase acquisition by C&S Chemicals demonstrates capability to close transactions and deliver client value, providing case studies for similar manufacturing or industrial clients.

Industry exposure Active participation in industry events such as International Roofing Expo and Influential Businesswoman Awards indicates accessible channels to target roofing, exteriors, and construction-related mid-market firms.

Awards and credibility Silver Stevie award and media recognition bolster trust with potential clients and can be used in outreach to win mandates for growth, capital raises, or sale mandates within the lower-middle market.

Align Business Advisory Services Tech Stack

Align Business Advisory Services uses 8 technology products and services including AdRoll, LinkedIn Ads, Microsoft Clarity, and more. Explore Align Business Advisory Services's tech stack below.

Align Business Advisory Services Email Formats	Example	Percentage
FLast@alignba.com	JDoe@alignba.com	100%

Align Business Advisory Services Email Formats

Example

Percentage

FLast@alignba.com

JDoe@alignba.com

100%

Frequently Asked Questions

What is Align Business Advisory Services's official website and social media links?

Align Business Advisory Services's official website is alignba.com and has social profiles on LinkedIn.

How much revenue does Align Business Advisory Services generate?

As of August 2026, Align Business Advisory Services's annual revenue is estimated to be $10M - $25M.

What is Align Business Advisory Services's NAICS code?

Align Business Advisory Services's NAICS code is 52 - Finance and Insurance.

How many employees does Align Business Advisory Services have currently?

As of August 2026, Align Business Advisory Services has approximately 34 employees across 3 continents, including North America, Asia and Europe. Key team members include Corporate Controller: H. F. Explore Align Business Advisory Services's employee directory with LeadIQ.

What industry does Align Business Advisory Services belong to?

Align Business Advisory Services operates in the Financial Services industry.

What technology does Align Business Advisory Services use?

Align Business Advisory Services's tech stack includes AdRoll, LinkedIn Ads, Microsoft Clarity, WordPress, Shopify, Microsoft 365, Google Cloud and DigitalOcean Web Hosting.

What is Align Business Advisory Services's email format?

Align Business Advisory Services's email format typically follows the pattern of FLast@alignba.com. Find more Align Business Advisory Services email formats with LeadIQ.

When was Align Business Advisory Services founded?

Align Business Advisory Services was founded in 2017.

Align Business Advisory Services

Q: What technology does Align Business Advisory Services use?

Align Business Advisory Services's tech stack includes OWL Carousel, Google Analytics, Beaver Builder, Elastic Email, LinkedIn Ads.

Q: What is Align Business Advisory Services's NAICS code?

Align Business Advisory Services's NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States11-50 Employees

Align Business Advisory Services is a financial services advisory firm based in Winter Park, Florida, serving growth-oriented, lower-middle-market companies across the United States. The team comprises CPAs, MBAs, and experienced business executives who assist clients with growth, scaling, and value realization through strategic transactions such as acquisitions, capital raises, or business sale processes. The firm's focus spans multiple industries, reflecting its nationwide reach and emphasis on growth-oriented entities.

Within the competitive landscape of financial advisory, Align emphasizes its specialization in the lower-middle market, aiming to address the underserved segment and facilitate complex outcomes for buyers and sellers. A recent development includes serving as the exclusive sell-side advisor for Aquaphase, Inc., in its acquisition by C&S Chemicals in 2026.

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