Kelley Phan relates with founders and operators in the lower-middle market space through his previous executive roles in running and selling businesses. He has sourced, analyzed, and executed several hundred million dollars in transactions on both the buy-side and sell-side across various industries. Kelley brings his experience and connections to Align’s world-class M&A process, and he finds purpose and satisfaction in connecting with founders and helping them maximize the sale of their life’s work. Kelley earned his degree in Economics from Brigham Young University – Provo.
