Match and sell with confidence.
Identifying a buyer who is a cultural fit while meeting your financial requirements is no small feat. Alaris is your Lens into the landscape of M&A in wealth management.
That lead with Culture
Cultural fit is cited by both buyers and sellers as the most important aspect of a deal. As such, our approach emphasizes culture in the matchmaking process.
An experienced M&A firm dedicated to Wealth Management
The leadership at Alaris Acquisitions consists of professionals who have devoted their careers to the wealth management industry. From owning an RIA that successfully completed multiple acquisitions to managing one of today's top M&A advisory firms, you can trust our extensive experience to guide you through this intellectually and emotionally charged journey.
A new Pathway to Partnership
In the Deal Advocacy construct, our priority is to advocate on your behalf in deal negotiations, ensuring your interests are at the forefront while also seeking an outcome that accretes to the buyer culturally. This balanced approach aims to acheive a successful deal that serves both parties well.
Groundbreaking technology
We developed the industry's first catalog of buyer models. Curated and detailed information about the buyers:
- Culture and Vision
- Mandatory points of alignment
- Expansion of services & capabilities
- Valuation and economic model
- The ideal partner for them
- Client experience and investment platform
- Operations and tech stack
