75

Closed Acquisitions

$ 135,000,000

Acquired Revenue

9

Avg EBITDA Delta

$ 600,000,000 +

Equity Value Created

M&A Consulting for the
Wealth Management Industry

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Alaris Advantage

Feel free to talk with others, just talk with us first.

We are buyer advisors in the Wealth Management space. Alaris has been retained by multiple national and regional firms to find partners who align to their unique culture, value proposition and financial model . When working with Alaris you are being exposed to multiple partnership opportunities as opposed to engaging one at a time with would-be buyers of your business.

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Alaris Partnership Timeline

Meet Our Team

Completed Transactions

Here is a list of transactions we sourced, negotiated, and closed for various clients

Muchler Financial Services, Inc.

Dansville, NY

Allworth

Goldstein Group Financial Advisors

Indianapolis, IN

Beacon Pointe

Duncan Investment Advisors, Inc.

Carlsbad, CA

Beacon Pointe

Heritage Investors

Knoxville, TN

WealthSource

Vintage West Capital Management

Rancho Sante Fe, CA

Miracle Mile

Southern Trust Financial

Sarasota, FL

Beacon Pointe

Redwood Wealth Management, LLC

Alpharetta, GA

Wipfli

Horseman Group

St. Louis, MO

Allworth

Rosenthal Retirement Planning

Fort Worth, TX

Acquired by Beacon Pointe

Capital Advisor Group

Charlotte, NC

Acquired by AlphaStar

Sageguard Financial

Nashville, TN

Acquired by AlphaStar

Baker & Associates

Irvine, CA

Acquired by Perigon Wealth

Wealth Management Group

Allen, TX

Acquired by WealthSource

Brookshire Wealth

Canton, OH

Acquired by WealthSource

Stonegate Wealth

Scottsdale, AZ

Acquired by Beacon Pointe

Sanders Financial

Atlanta, GA

Acquired by United Capital

McDonalds Cox & Klugh

Anderson, SC

Acquired by United Capital

C5 Wealth Management

Great Falls, VA

Acquired by United Capital

PPA Advisors

Atlanta, GA

Acquired by United Capital

Brotherton Investment Consultants

Atlanta, GA

Acquired by United Capital

Davidson Capital

Davidson, NC

Acquired by United Capital

CS Capital

Indianapolis, IN

Acquired by United Capital

Hutchinson Wealth

Little Rock, AR

Acquired by United Capital

PSA Wealth Management

Baltimore, MD

Acquired by United Capital

PSA Retirement Services

Baltimore, MD

Acquired by United Capital

Select Financial Group

Pittsburgh, PA

Acquired by United Capital

Harvest Group Financial Services

Philadelphia, PA

Acquired by United Capital

Asset One

Denver, CO

Acquired by United Capital

Peachtree Investment Advisors

Atlanta, GA

Acquired by United Capital

Irongate International

Moline, IL

Acquired by United Capital

Cap Trust Wealth

Philadelphia, PA

Acquired by United Capital

Total Financial

Bethpage, NY

Acquired by United Capital

Payne Wealth

Evansville, IN

Acquired by United Capital

Kernodle & Katon

Little Rock, AR

Acquired by United Capital

Bedrock Investment Partners

Silicon Valley, CA

Acquired by United Capital

Compass Wealth

South Bend, IN

Acquired by United Capital

PRI Investments

Raleigh, NC

Acquired by United Capital

Hough Rowell & Short CPA

Charlotte, NC

Acquired by Centermark Accounts and Consultants

Donna Moffet, CPA

Cornelius, NC

Merged with Centermark Accounts and Consultants

Robert Pulliam, Valuation Associates

Winston-Salem, NC

Merged with Centermark Accounts and Consultants

Craven, Shelton & Gann

Greensboro, NC

Merged with Centermark Accounts and Consultants

SEE MORE PARTNERSHIPS

Who We are & What We Do

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