Align Business Advisory Services

Align Business Advisory Services Align is a mergers and acquisitions (M&A) and business advisory firm based in Winter Park, Florida.

We're honored to see our Founder & CEO, Dena Jalbert, featured in a recent Miami Weekly profile highlighting the journey...
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.

Florida’s growth story is bigger than business relocations. In this Fireside Chat, Align Business Advisory Services Foun...
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...

We're proud to share that our Founder & CEO, Dena Jalbert, has been recognized by Orlando magazine as one of its 2026 Wo...
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...

Such an honor to see our founder and CEO Dena Jalbert featured in this article about the Orlando area's thriving communi...
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 ⬇️

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

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...
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/

What’s actually driving the 2026 M&A surge?Our Founder & CEO, Dena Jalbert, joined cheddar news to break down:• The Spac...
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.

What’s next for manufacturing businesses in a roll-up-driven market?Align’s Louis Jolivert will be speaking at the Manuf...
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/

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

What an incredible day at the CBIZ Florida Construction & Real Estate Summit in Hollywood, FL! A huge shout-out to our v...
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!

Address

1400 W. Fairbanks Avenue, Suite 201
Winter Park, FL
32789

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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