Affiliations & Alliances



Align Corporate Advisors, with Alliances and Affiliations, offers a combined business experience of 80+ years of experience in the Mergers and Acquisitions environment, both nationally and internationally. The team offers the highest level of market representation combined with an unparalleled commitment to effective personal service.

Align is proud of its affiliation with the M&A Source, adhering to high ethical, professional and continuing educational standards. With a team discipline, Align provides creative solutions to help clients develop and achieve their business goals. The organization provides services to small through middle market companies with revenues up to $100 million.

Align Corporate Advisors professionals have specialized expertise in succession related disciplines such as personal financial planning, exit strategies, management buy-outs, retirement planning, ESOPs and more. Strong alliances have been developed with institutional and private capital sources ranging from angel, equity and mezzanine investors to asset based senior lenders and private equity funds, further enhancing the client’s opportunity for success.

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TK Financial Group provides integrated Estate Planning services including Life Insurance and investment solutions focused exclusively for business owners, as well as professionals.

The team at TK represent products from 18 leading Life Insurance carriers and by doing so, secure the best Life Insurance product to meet clients’ planning needs.

Specialists focus on providing a comprehensive holistic financial plan for clients and their families to make sure the future is protected. It’s not just about picking the right funds for a comprehensive portfolio – It’s about planning for pre and post retirement investments and generating the protection strategies for time of need.

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Inner Orbis, with over 36 years of experience, is dedicated to know its clients on a personal level and develops long-lasting relationships in order to deliver pertinent professional advice and service.

Individuals require comprehensive and integrated focus to properly manage their affairs. Inner Orbis specializes in delivering solutions and solving pain points including exposure to over-taxation, un-optimized insurance policies and neglect of critical but possibly divisive family dynamics. The team is specialized in tailoring services to meet the client’s needs by researching legislation and current market trends, providing advice and implementing agreed strategies bringing the client to the most advantageous position.

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The M&A Source and International Business Brokers Association are non-profit associations supported globally by select group of forward-thinking Mergers & Acquisitions advisors and Business Brokers. M&A Evolution is a perennial member of both associations, for which members must qualify annually. Each member adheres to a very high level of professional ethics derived specifically to support each client in the assurance of professional advice & conduct, confidentiality, market and tax change awareness, Financial & valuation proficiency, deal & capital structure design as well as post transaction positioning.

Each member must maintain a continuing education & upgrade program annually in order to maintain qualification within the association. M&A Evolution has maintained the qualification criteria for many years and is dedicated to delivering a constantly improving service and experience to each client.

Your assurance is our continued membership within the M&A Source Association and International Business Brokers Association by repeatedly exceeding the annual qualification criteria specified for this select group of Professional M&A Advisors and Business Brokers.

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