10 Best Leaders to Watch 2021


Align Business Advisory Services: The Leader of M&A in the Lower-Middle Markets

Business Fortune

The headlines blare about multi-billion dollar mergers and acquisitions, while the bulk of lower middle market companies are ignored. There are these kinds of businesses in between $10 million and $100 million transactional value, and they have special needs that a normal firm doesn’t address. Thus, Align Business Advisory Services has emerged to fill this space for such businesses by providing tailored strategic M&A advisory services.

With a vision of bringing Wall Street resources to lower-middle-market life, Align redefines the advisory landscape as only a team with considerable experience both in business ownership and M&A can do. The sheer accumulation of understanding of the clients' problems - built on practical history evidence of over $1.5 billion in deals - sets the firm apart as a leader in the space.

The Visionary Leader: The legacy of Dena Jalbert on Align

Dena leads Align with over 20 years in M&A, especially in the lower-middle market. As a CPA and MBA, her experience spans Fortune 500 and rapidly growing companies. She has facilitated around $2.5 billion in transactions for clients like Visa and Google, earning accolades like M&A Advisor Magazine's Rising Star and recognition as one of the Top 25 Women in Mid-Market M&A.

Personal M&A Approach: Align's Distinctive Quality

Align's service is centered on understanding why entrepreneurs own their businesses and optimizing them for growth. They acknowledge that selling a business is a significant milestone and approach partnerships selectively. Through intensive strategy sessions, they clarify objectives and investment theses, creating customized marketing materials. Their method has resulted in an impressive 95% transaction completion rate, thanks to Align's vast networks of strategic buyers and private equity firms.

Beyond M&A: The use of management consultancy in developing sustainable growth

Besides mergers and acquisitions, align also provides management consulting services to small- and middle sized companies that are facing daily challenges. They are about how we can achieve higher organizational performance and align to measurable outcomes for our strategic objectives. Align provides strategy, marketing, human resources, technology and digital transformation based comprehensive solutions towards that holistic growth and maximum value realization for each part of the organization.

Finance And Strategy: Creating a foundation of buildings in businesses                  

More than an M&A and consultancy provider, align seeks to construct a solid financial base for businesses. Align uses a team of CPAs and MBAs to establish top tier financial function to support evidence based planning and decision making for its clients. They help clients go about refining these business strategies, adapting them to emerging market challenges so that organizations can have advanced tools to attain long term goals.

The Align Promise: A Partner Who can be Trusted to Succeed            

Align is a true partner to its clients – assisting in sales deals, optimizing operations, and developing long term strategic plans. Its name is legendary — it consistently exceeds customer expectations in lower middle market M&A and consulting services. Under Dena Jalbert's leadership Align is reinventing success for industries by offering personalized service and deep industry knowledge combined with a full service suite of solutions. By positioning Align the way they do, this makes Align the perfect partner for those lower middle market businesses that want to realize their full potential and realize their future vision.

About the Leader

Dena Jalbert, Founder & Chief Executive Officer of Align Business Advisory Services

"Align works with clients to define and implement strategic plans that align with their objectives. Whether it’s investing in new markets, products, or industries, Align helps companies navigate the complexities of strategic planning."


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