Align Business Advisory Services
Align Business Advisory Services provides M&A advisory and related business services for lower-middle-market companies. Its stated process includes valuation, preparation, buyer outreach, negotiation, diligence management, and closing support.
What stands out about Align Business Advisory Services
Align publicly targets founder- and family-held lower-middle-market companies, generally with $10-250MM of revenue and 10%+ EBITDA margins, while its FAQ states a $10M-$200M revenue focus. It describes customized, competitive sale processes and success-based compensation.[1][3][4][5][6][9]
What does Align Business Advisory Services do?
Align Business Advisory Services identifies itself as a lower-middle-market M&A advisory firm headquartered in Winter Park, Florida. It provides M&A, management consulting, business strategy, and finance services for lower-middle-market businesses.[1][3]
Align states that its M&A advisory work includes valuation, quality of earnings, exit planning, strategic planning, financial planning and reporting, buyer outreach, negotiation, diligence management, and closing support. Its broader services include management consulting, business strategy, and finance support.[3][4]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Align Business Advisory Services?
An owner evaluating Align can compare the company’s stated client criteria with the business’s ownership profile, revenue, EBITDA margin, and sector. Align states that its typical sell-side clients are founder- and family-held companies with $10-250MM of revenue and 10%+ EBITDA margins, while its FAQ states a $10M-$200M revenue focus.
The owner should clarify the proposed buyer universe, the scope of valuation and diligence support, the mandate structure, and the expected process steps. The cited M&A consulting page does not publish a universal success-fee percentage, minimum fee, tail period, or termination schedule, so those terms should be confirmed directly.[4][5][6]
Which displayed transactions can be discussed by sector, revenue, EBITDA, geography, and ownership structure
What size transactions and clients does Align Business Advisory Services focus on?
Align publicly identifies healthcare, business services, industrial services, consumer goods and services, manufacturing, and food and beverage among the industries it serves.[1]
Align’s transaction-management page states that 46 closed transactions are featured across industrial services, business services, manufacturing and food and beverage, and healthcare services.
Displayed examples include Action Heating Cooling, acquired by CPS Capital; Bob Woodall Air Care, acquired by Service County, a Grove Mountain Partners portfolio company; ITEC, acquired by TAIT; MacroCap Labs, acquired by A111 Capital Partners and Peninsula Capital Partners; NorthStar Counseling, acquired by Health Connect America, a Palladium Equity Partners portfolio company; and truLOCAL, acquired by Emerge Commerce for $16.8MM.[9]
The firm describes a sale-process model built around valuation, company positioning, preparation of materials, outreach to strategic and private-equity buyers, negotiation, diligence management, and closing support. It states that it runs customized, competitive sale processes designed to create competition for price and terms.[4]
What does Align Business Advisory Services publicly disclose about fees, process and engagement terms?
The cited transaction-management page lists completed transactions and selected values but does not state closing dates for the displayed examples.
The cited M&A consulting page describes a success-based fee model but does not publish a universal success-fee percentage, minimum fee, tail period, or termination schedule.[4][9]
ALIGN BUSINESS ADVISORY SERVICES LLC is listed by the Florida Division of Corporations as an active Florida limited liability company, effective November 23, 2017. The record lists Dena Jalbert as CEO and registered agent and gives the principal address as 1400 West Fairbanks Ave., Suite 201, Winter Park, Florida.
The sources cited for this profile do not establish a separate firm-level securities registration or other regulatory authorization.[2]
Align states that most of its compensation relies on a successful sale and that clients do not pay when the firm does not perform. Its stated process includes preparation, valuation, buyer outreach, negotiation, diligence management, and closing support.[1][4]
Questions to ask before hiring Align Business Advisory Services
What are the upfront, success, minimum, expense-reimbursement, tail, and termination terms?
Which displayed transactions can be discussed by sector, revenue, EBITDA, geography, and ownership structure?
What buyer universe would be targeted, and how are conflicts handled?
What valuation, quality-of-earnings, diligence, and closing-support services are included?
Which process steps and preparation requirements would apply to the proposed mandate?
Sources & research notes
- Official website / firm overview
- Structure / regulatory context
- Services / capabilities
- Services / capabilities
- Transaction size / criteria
- Company / investment criteria
- Geography / market coverage
- Geography / market coverage
- Transaction / portfolio evidence
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
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