Align Business Advisory Services is a business and Mergers and Acquisitions advisory firm focused on lower-middle-market businesses nationwide. Our team of CPAs, MBAs, and diverse business executives help businesses grow, scale, and monetize their businesses across a range of industries. 

Align was founded with the mission of breaking the mold of the traditional “consulting” firm.  We’re not “brokers,” “consultants,” or “bankers.”  We’re CPAs, MBAs, and business executives who have been where you’re going.  We have spent nearly 20 years in the middle market ourselves, so we know where you are going and are uniquely able to help you get there.  Our expertise and service approach will generate value for your business - we guarantee it.

There are few, if any, advisory firms or investment banks that focus on the lower-middle market. This leaves these businesses vastly under-served, causing them to leave millions at the closing table. We don’t chase huge enterprise companies or work with micro SMBs. We focus solely on growth entities and understand their unique challenges and opportunities to create value.

We are your advocate and partner through a very complex and overwhelming process. Whether buying a business to fuel growth, raising growth capital to get to the next level, or selling a business and monetizing years of work, having the right advisor to support you is paramount. Let us create value for you - we guarantee our results. Yep, you read that right...we guarantee it.

Business Development

Consulting

Accounting

Align Business Advisory Services

Dena Jalbert

Kristina Cmorey

Derek Swanson

Craig Wendel

The Leadership Team at Align Business Advisory Services consists of senior executives responsible for steering the strategic direction and operational excellence of the firm. They oversee deal fulfillment, operations, and origination, ensuring seamless execution of business growth, scaling, and monetization strategies for lower-middle-market businesses. Their expertise and hands-on approach drive the firm's mission to provide unparalleled advisory services and guaranteed value creation for their clients.

Leadership Team

Deal Fulfillment Team

Leadership Team

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Team members

Other teams at Align Business Advisory Services

Deal Fulfillment Team