Lower Middle Market M&A: How Founder-Led Businesses Capture Red-Hot Private Equity Demand

Founder and family-owned business owners often struggle to navigate the complex "Silver Tsunami" transition without leaving millions on the table. In this episode, Dena Jallbert of Align explores why private equity is aggressively targeting the lower middle market with buy-and-build strategies.

Learn to fix messy financials and address restrictive assignment clauses before they kill your deal. Transform your "hair-filled" business into a premium asset that attracts institutional-grade multiples. Watch now to master transaction readiness and visit MAAdvisor.com for more.

Dena Jallbert, Founder and CEO, Align Business Advisory Services - alignba.com

Richard Lorenzen, CEO, Fifth Avenue Brands - fifthavenuebrands.com

#MAAdvisor #LowerMiddleMarket #BuyAndBuild

Show Notes

[00:01:00] Focus on $2M–$20M EBITDA founder-owned businesses

[00:02:00] Three factors driving PE firms down market

[00:03:00] Silver Tsunami: Boomers owning 67% of small businesses

[00:04:00] Buy-and-build strategies vs. single large-cap acquisitions

[00:05:00] Red-hot demand for "essential" service-based trade businesses

[00:06:00] Quality gap: Messy financials and succession hurdles

[00:08:00] Strategic education to bridge unrealistic valuation gaps

[00:10:00] Consolidation trends in home services and cyber security

[00:12:00] Navigating supply chain and tariff risks in manufacturing

[00:14:00] Transaction readiness: Fixing "proverbial hair" before exit

[00:16:00] 2026 outlook: The "Year of the Bull" for dealmaking

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