Dena Jalbert
Align Business Advisory Services
Dena Jalbert
Founder & Chief Executive Officer
Align Business Advisory Services
Winter Park, Florida.
Biography:
Dena leverages nearly 20 years of success in building, scaling, and buying and selling businesses to accomplish her clients’ goals. A CPA and MBA, her career experience spans many years in “Big 4” public accounting and consulting firms, in addition to holding executive positions with Fortune 500 and hyper-growth middle market companies. As an M&A expert, Dena has facilitated over $3 billion of buy and sell-side transactions, including acquisitions involving companies such as Visa, Bank of America, Hewlett Packard and Google.
What led you to a career in the deal-making industry?
I have always had a fascination for finance and business operations. I would always ask the “why” behind the numbers and loved discerning a strategy to impact them. Creating shareholder value and growth opportunities from a merger or acquisition is extremely strategic, almost like putting a puzzle together, so it was always something I enjoyed being a part of.
Most memorable deal I worked on...
We worked on a very successful Aerospace and Defense Technology company that was sold to a financial sponsor, and those owners were able to take that liquidity and invest in philanthropic endeavors in Puerto Rico. The transaction itself was very strategic, but it was all the more validating by the good it will do, not just for the owners, but for all their charity is affected by.
My number one advice for achieving success in the industry...
To remember that there is more to M&A than just the dollars and cents. These transactions reflect the output of individuals’ life’s work, and it should be treated with the commensurate care and concern. It’s easy to get caught up in the “shark tank” negotiations of it all, but at the end of the day, it’s all about the people at the table.
What you most enjoy about your career...
I absolutely love providing opportunities for my clients and employees as an entrepreneur and business owner. Creating something of value every day is incredibly rewarding.
Additional Info, Visit: Dena Jalbert | Align BA
Biography:
Dena leverages nearly 20 years of success in building, scaling, and buying and selling businesses to accomplish her clients’ goals. A CPA and MBA, her career experience spans many years in “Big 4” public accounting and consulting firms, in addition to holding executive positions with Fortune 500 and hyper-growth middle market companies. As an M&A expert, Dena has facilitated over $3 billion of buy and sell-side transactions, including acquisitions involving companies such as Visa, Bank of America, Hewlett Packard and Google.
What led you to a career in the deal-making industry?
I have always had a fascination for finance and business operations. I would always ask the “why” behind the numbers and loved discerning a strategy to impact them. Creating shareholder value and growth opportunities from a merger or acquisition is extremely strategic, almost like putting a puzzle together, so it was always something I enjoyed being a part of.
Most memorable deal I worked on...
We worked on a very successful Aerospace and Defense Technology company that was sold to a financial sponsor, and those owners were able to take that liquidity and invest in philanthropic endeavors in Puerto Rico. The transaction itself was very strategic, but it was all the more validating by the good it will do, not just for the owners, but for all their charity is affected by.
My number one advice for achieving success in the industry...
To remember that there is more to M&A than just the dollars and cents. These transactions reflect the output of individuals’ life’s work, and it should be treated with the commensurate care and concern. It’s easy to get caught up in the “shark tank” negotiations of it all, but at the end of the day, it’s all about the people at the table.
What you most enjoy about your career...
I absolutely love providing opportunities for my clients and employees as an entrepreneur and business owner. Creating something of value every day is incredibly rewarding.
Additional Info, Visit: Dena Jalbert | Align BA
