Our 4 Core Services


Pre-Close Preparation All the Way Through Post-Close Integration

Full-Service Mergers & Acquisitions Advisory Firm

Align prides itself on service, and in turn, provides a full suite of complimentary business advisory services in addition to its M&A services. We work to ensure our clients are prepared before, during, and after a M&A transaction.

Mergers & Acquisitions

Our firm aligns and supports buyers, sellers, and stakeholders in various liquidity transactions such as: IPOs, strategic mergers, divestitures, buy-outs, asset purchases, equity investments, debt financing, and many others. To date, our professionals have facilitated nearly $1B of mergers and acquisitions transactions. Areas of focus: market research & data, strategy, target identification, valuation, quality of earnings, due diligence, negotiation, closing, and post-close integration or operational wind-down.

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Management Consulting

We collaborate with our clients and align their operational process, workflows, and resources to improve performance of existing operations and drive organic growth and value creation. Areas of focus include: project management, change management, HR & organizational development, business process optimization, supply chain management, information technology optimization, risk management, and compliance.

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Business Strategy

We work with clients to define and implement their companies’ strategic plan and objectives. This allows us to align investment in resources, new markets, new products or services, or new industries, to drive growth and create value. Areas of focus include: corporate planning, turnaround planning, market and competitor analysis, product and service development, pricing, sales effectiveness, brand strategy, customer service and loyalty, and go-to-market strategy.

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As Warren Buffet says, “Accounting is the language of business”.¬†Our professionals assist our clients in building and aligning¬†corporate finance and accounting resources to provide best-in-class financial tools, measurements, and reporting to properly understand business results and make actionable decisions. Areas of focus include: CFO function, financial planning & analysis, budgeting & forecasting, accounting & bookkeeping, treasury management, and financial reporting.

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What Our Clients Say...

President and CEO

Just a fantastic team to work with - go above and beyond every time. They know our business so well, it feels like they're apart of our team.

What Our Clients Say...


They knew what we needed before we did! Great expertise and out-of-the-box ideas - really made us look at our business in a whole new way.

What Our Clients Say...

Owner & Operator

Without Align, I never would have been ready to sell my business. They showed me what needed to be done beforehand and eased my mind through the process.

An Awesome Team
For Your Next Project.

Our teams have diverse backgrounds and expertise that can drive value for your business.