Successful Completed
Transactions
Helping business owners reach new milestones
Since 2017, Align has guided lower-middle-market business owners as they maximize the value of their life's work, facilitating over $3 billion in transaction volume across a wide range of industries.
Our mission is to break the mold of traditional M&A advisory firms by providing superior service to the LMM, leveraging expertise garnered from the largest firms in the world, and ensuring our clients find the right buyer to partner with and achieve all of their goals.
Bringing Wall Street to Main Street
When we say we "bring Wall Street to Main Street", we mean that we bring our public boardroom expertise into the founder and family boardroom and make it your advantage. At Align, we strive to ensure our clients achieve maximum value, optimal deal structures, and a seamless transaction process. Our deep expertise, strategic approach, and hands-on guidance set us apart in an increasingly competitive market.
Industrial Services
Action Heating Cooling
Acquired by CPS Capital
Sector: HVAC
Antons Heating and Air Conditioning
Acquired by CPS Capital
Sector: HVAC
Ellington
Acquired by Turnpoint Services
Sector: HVAC
Snyder HVAC
Acquired by Apex Service Partners (an Alpine Investors portfolio company)
Sector: HVAC
Electrical Services Contracting Company
Acquired by PE-Backed HVAC Platform
Sector: HVAC
Value: $18MM
Southeastern HVAC Contracting Company
Acquired by PE-Backed HVAC Platform
Sector: HVAC
Value: $75MM
Midwestern Mechanical Contracting Company
Acquired by A Private Equity Group
Sector: HVAC
Southeastern HVAC Services Company
Acquired by PE-Backed HVAC Platform
Sector: HVAC
Suntech HVAC
Acquired by Turnpoint Services (an OMERS Private Equity portfolio Company)
Sector: HVAC
Mecon Mechanical
Acquired by FirstCall Mechanical Group (a Skynight Capital portfolio company)
Sector: HVAC
NJ Pipe Doctor
Acquired by Legacy Service Partners (a Gridiron Capital portfolio company)
Sector: Plumbing
Southeastern HVAC Services Company
Acquired by PE-backed HVAC Platform
Sector: HVAC
CoMo Premium Exteriors
Acquired by Allstar Services (a Morgan Stanley Capital Partners portfolio company)
Sector: Roofing and Exteriors
Level Roofing
Acquired by Astara Capital Partners
Sector: Roofing and Exteriors
Affinity Waste
Acquired by Trivest Partners
Sector: Waste Management
Ally Waste
Acquired National Valet Trash
Sector: Waste Management
All Hours Plumbing, HVAC, Drain Cleaning
Acquired by Apex Service Partners (an Alpine Investors portfolio company)
Sector: HVAC
Business Services
ITEC
Acquired by TAIT
Sector: Technology
Business Process Outsourcing Provider
Acquired by Technology Services Provider
Sector: Technology
Value: $125MM
IT Managed Services Provider
Acquired by PE-Backed IT Services Platform
Sector: Technology
Value: $18MM
Human Capital Services
Acquired by National Staffing Agency
Sector: Business Services
Value: $8MM
Marketing & Media Services
Acquired by National Marketing & Media Agency
Sector: Business Services
Value: $12MM
Legal Services Provider
Acquired by National Insurance Agency
Sector: Legal
Value: $21MM
H&H Survey Consultants
Acquired by Exacta Land Surveyors (a Summit Park portfolio Company)
Sector: Real Estate
Geomatics Corp
Acquired by DRMP, Inc
Sector: Real Estate
Advanced IT Concepts (AITC)
Acquired by FVLCRUM Funds
Sector: IT Services
Financial Technology Services Company
Acquired by Commercial Bank
Sector: Technology
Value: $169MM
Cardinal Staffing
Acquired by Surestaff, LLC (an Owner Resource Group portfolio company)
Sector: Staffing
Saalex Corporation
Acquired Spalding Consulting
Sector: IT Services
Value: $75MM
Manufacturing, Food, and Beverage
Consumer Product Distributor
Acquired by National Consumer Product Manufacturer & Distributor
Sector: eCommerce
Value: $100MM
MacroCap Labs
Acquired by A111 Capital Partners & Peninsula Capital Partners
Sector: Consumer Products
Boaters Exchange
Acquired by Marine Connection
Sector: Consumer Products
Health & Wellness Service Provider
Acquired by National Wellness Company
Sector: Consumer Products
Value: $5MM
Alcohol Distillery & Branded Products Company
Acquired by National Food & Beverage Manufacturer & Distributor
Sector: Consumer Products
Value: $600MM
Golf Equipment Manufacturer and Distributor
Acquired by National Ecommerce Retailer
Sector: Recreational Products
truLOCAL
Acquired by Emerge Commerce
Sector: Food & Beverage
Value: $16.8MM
BAM Products
Acquired by SRI Performance
Sector: Automotive
Healthcare Services
Bassin Center for Plastic Surgery
Acquired by DermCare Management (a Hildred Capital Management portfolio company)
Sector: Healthcare Services
Internal Medicine & Behavioral Health Physician Practice
Acquired by PE-Backed Physician Practice Platform
Sector: PPM
Posh Plastic Surgery
Acquired by DermCare Management (a Hildred Capital Management portfolio company)
Sector: Healthcare Services
Healthcare Services Provider
Acquired by PE-Backed Healthcare Services Provider
Sector: Healthcare Services
Value: $22MM
Winter Park Ophthalmology
Acquired by Ascend Vision Partners (a Chicago Pacific Founders portfolio company)
Sector: PPM
NorthStar Counseling
Acquired by Health Connect America (a Palladium Equity Partners portfolio company)
Sector: Healthcare Services
Ophthalmology Services & Surgical Center
Acquired by PE-Backed Ophthalmology Platform
Sector: Healthcare Services
Value: $15MM