Insights

Growth focus Target lower-middle-market M&A activity and growth capital needs as Align specializes in selling, acquiring, or monetizing growth entities, presenting a steady stream of advisory mandates beyond large enterprises.

Proven execution Leverage Align’s track record of exclusive sell-side engagements (such as Aquaphase, Inc.) and recognized leadership to position as a trusted, premium advisor for middle-market sellers and buyers seeking certainty in closing and value realization.

Strong credibility Capitalize on CEO Dena Jalbert’s industry recognition and awards to open doors with prospective clients and referral sources seeking trusted governance, strategic insight, and credible deal leadership.

Cross-industry reach Highlight the firm’s diverse industry experience and CPA/MBA leadership to appeal to businesses across sectors looking for advisory partners who understand both financial mechanics and operational growth.

Tech-enabled advisory Promote the firm’s modern tech stack and digital marketing presence (AdRoll, LinkedIn Ads, WordPress, Google Cloud) to attract tech-savvy sellers and buyers seeking efficient processes, transparency, and measurable value.

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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