New Player in Tampa Finance: Orlando Bank Arrives at Sparkman Wharf

Orlando’s premier boutique investment bank and business advisory firm, Align Business Advisory Services, is expanding its reach by establishing a new office in the vibrant Industrious at Sparkman Wharf.

With an impressive track record of closing approximately $200 million worth of transactions in the Tampa Bay market, CEO Dena Jalbert recognized the need for a physical presence, stating, “it was time for us to have boots on the ground.”Since its inception in 2017 by Jalbert, AlignBA has achieved remarkable growth and success, completing nearly $300 billion in transaction volume and expanding to a robust team of 25 professionals. The firm’s recent recruitment drive has brought six talented individuals on board for the Tampa office, with ambitious plans to triple the company’s size by the close of 2025. Simultaneously, AlignBA aims to strengthen its budding presence in South Florida.

As a sell-side investment bank, AlignBA specializes in representing founder and family-owned businesses across diverse sectors. Their expertise spans manufacturing, distribution, industrial products, facility services, health care, business services, cybersecurity, and insurance.The rapid growth experienced by Tampa Bay and Orlando during the pandemic has been mirrored by the expansion of founder and family-owned businesses. This parallel development has created a fertile ground for investment opportunities.

Jalbert highlights the current market dynamics, noting, “There’s a tremendous amount of money that still needs to be deployed…and [investors] are looking at contractor-based businesses–facility services, roofing, pest control.” She emphasizes that these businesses share characteristics such as hyper fragmentation, longstanding family and founder ownership, and the potential for building economies of scale through consolidation. These factors make them particularly attractive to private equity investors, with Jalbert affirming, “and those tailwinds continue.

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