Finance / Insurance

DENA JALBERT

FOUNDER & CEO, ALIGN BUSINESS ADVISORY SERVICES, WINTER PARK

Align is an M&A advisory firm to lower middle market companies. Jalbert founded it in 2017, and it has 23 employees. “We have facilitated more than $2.5 billion in buy and sell-side transactions, with a network of acquirers that includes Visa, Bank of America, Hewlett Packard and Google, helping to bring job-creating investment capital to small businesses,” Jalbert says.

EDUCATION: Illinois Wesleyan University (BS), Florida State University (MBA)

FIRST JOB: At the age of 14, working in my grandfather’s dry cleaner.

DREAM ALTERNATE CAREER: I would be a hairdresser. I love the creative outlet.

INDUSTRY TREND: The amount of money that has been raised over the past 15 years to focus on buying small businesses is the most notable trend. M&A used to be reserved for billion-dollar companies, but now there are trillions of dollars being invested in businesses with $20-500 million in revenue.

SOMETHING SURPRISING
“I am studying to become proficient in French. I am a little obsessed with French culture.”

Ron Antevy

Antevy Capital

Roddy Belfatti

Bank of America

Mark K. Bennett

Bank of America

Brittany Birken

Federal Reserve Bank of Atlanta

Kevin Burgoyne

Florida Venture Forum

Timothy Cartwright

Fifth Avenue Family Office

Peter Collins

Forge Capital Partners

John Corbett

SouthState

Keith Costello

Locality Bank

Doug Davidson

Bank of America

KERRY C. DUSTIN

FALLS RIVER GROUP

Nikky Flores

JPMorganChase

JORGE GONZALEZ

City National Bank

Drew Graham

Ballast Point Ventures

Stephanie Green

Fifth Third Bank

Ken Griffin

Citadel

Dena Jalbert

Align Business Advisory Services

Ryan James

Surety Bank

KEVIN JOHNSON

SUNCOAST CREDIT UNION

TODD KOCOUREK

First Capital Finance Corp.

Jeffrey Korzenik

Fifth Third Bank

KATHY KRANINGER

Florida Bankers Association

Rodger Krouse

Sun Capital Partners

Martha “Marty” Lanahan

First Horizon Bank

Kenneth Laroe

Climate First Bank

Marc Leder

Sun Capital Partners

Jarrett Levan

BBX Sweet Holdings

AGOSTINHO MACEDO

OCEAN BANK

John Medina

First Federal Bank

Shirl Penney

Dynasty Partners

Brian Philpot

AgAmerica

Jerry Plush

Amerant Bank

Cary Putrino

Fifth Third Bank

Steve Raney

Raymond James Bank

Robert C. Ritchie

American Integrity Insurance

Orlando Roche

First Horizon Bank

OSCAR SEIKALY

NSI Insurance Group

THOMAS SITTEMA

CONVERSUS

William G. Smith Jr.

CAPITAL CITY BANK GROUP

ADRIA STARKEY

FINEMARK NATIONAL BANK & TRUST

Larry Tobin

Fairwinds Credit Union

Will Weatherford

Weatherford Capital

CHRISTINA “CINA” WELCH

FCCI INSURANCE GROUP

BRIAN WOLFBURG

VYSTAR CREDIT UNION

Cathie Wood

ARK Invest

Andrew Wright

Ally Capital Group