At Alaris, we're more than just advisors; we're your strategic partners. From start to finish, we're there, ensuring every aspect of your deal is executed with precision and expertise. Your success is our mission.
The Alaris team is composed of diverse professionals with years of experience in the wealth management industry. This includes former owners of RIA's and senior members from M&A teams of some of the country's largest financial services firms.
Allen has been in the wealth management industry for 3 decades. He founded a highly successful firm that was one of the pioneers in assisting accounting firms get into the wealth management business. In 1999, he sold that enterprise to First Global, Inc. of Dallas TX, and subsequently founded a successful RIA in Charlotte, NC. With his own RIA he completed 9 mergers and acquisitions eventually selling his practice in 2009 in order to focus his expertise in the M&A arena.
Prior to launching Alaris in 2019, Allen led the outbound M&A activities for United Capital from 2012-2019. As a buyer advisor for United, he led the team that sourced over 25 acquisitions culminating in United's sale to Goldman Sachs. He has a wife, Jo Ann, of 30 years and two children, Trevor and Alana. Allen lives in Palm Beach Gardens, Fl. He is an avid traveler, enjoys cooking and outdoor activities as well as studying apologetics.
Jacqueline Martinez is the Managing Partner of Alaris Acquisitions, an M&A advisory firm exclusively dedicated to the wealth management industry. Alaris executes a mission to disrupt the traditional sell-side transaction advisory process by focusing on cultural fit rather than the typical financial auction.
This focus on prioritizing the cultural fit stems from her experience on United Capital’s M&A team where they executed on adding $10.5B in acquisitions to the organization in the five years leading up to the sale to Goldman Sachs in 2019. Following her two years at GS, she joined Allen Darby at Alaris where they led the team through executing 43 closed acquisitions in a short 3-year period with the nation’s top wealth management firms. As co-host of the podcast The Buyer’s Boardroom, Jacqueline shares insights and best practices for sellers and buyers to successfully execute their M&A aspirations.
John is an Advisor and Director of Valuations at Alaris assisting in both the deal advocacy and the sell side process, financial analysis, and financial recasts.
John has vast experience in M&A having been a Vice President in the Global Corporate Investment Banking Group at Bank of America Merrill Lynch and he was a Management Consultant for RGP providing M&A services to clients throughout the southeast. Additionally, John worked at Lowe's Home Improvement in their Corporate Finance Department.
John holds a Master of Business Administration and Bachelor of Science in Accounting from the University of Maryland. John was awarded a Bachelor of Science in Finance from Salisbury State University.
John and his wife Julie have 2 boys, Jack and Owen. John enjoys anytime with his family, hunting, and shooting sporting clays.
As the Head of Demand Generation, Ian Feder is at the forefront of driving demand and lead generation. He leads efforts to drive the company's growth by generating and nurturing leads through targeted strategies.
With a proven track record at Amazon.com and in the FinTech, SaaS, and PayTech sectors, Ian has spearheaded initiatives that significantly boosted revenues and market presence. Ian is committed to surpassing conventional goals and driving innovative marketing strategies that deliver exceptional results. His ability to see the "big picture" while maintaining focus on granular details makes him a valuable leader in his demand generation role.
Mason is a Partnership Director at Alaris Acquisitions assisting our sellers in their once in a lifetime process of finding the right buyer match. Her expertise in nurturing strong relationships will be instrumental in enhancing our partnerships and driving success for our sellers.
Before joining Alaris, Mason was a Regional Vice President for Private Wealth Management at Goldman Sachs. Mason has extensive wealth management experience and was leading 100+ members of the Goldman Sachs Private Wealth Management teams in Houston, Dallas, Denver, and Austin. Prior to that she was a Senior Advisor with a small broker in Houston, and started her career on an Internal Wholesaling Desk at Invesco.
Mason lives in Houston, Texas with her husband, Lane, and their three dogs. She loves taking trips to South Carolina with her in-laws, and many nieces and nephews.
Alana Groulx is a member of the Alaris team, serving as the Senior Buyer Relations Coordinator. Her role is to have a deep understanding of all the Alaris Buyer models and the types of partners they are seeking. With this knowledge, Alana is able to guide potential sellers through the matchmaking stage of the Alaris process. You can expect to work closely with Alana after the ideal outcome stage and before the LOI stage. She will be your go-to person for any questions or concerns regarding buyers during this critical phase of the process.
As the technology coordinator, Trevor is responsible for maintaining and advancing the suite of Alaris’ technology. Trevor handles the artificial intelligence technology for Alaris and is constantly improving upon it. Trevor may also fill the role of partnership coordinator on an as-needed basis.
As a partnership coordinator, Ragan's primary focus is to help shepherd potential sellers through the Alaris process starting from the very first introductory meeting up until an LOI is signed, serving as the main point of contact for them. Through the Alaris Process, Ragan helps with coordinating and facilitating meetings, aggregating and auditing data provided by the sellers, creating and distributing confidential information memorandums (CIM Decks), and serving as a seller's confidant and sounding board. Ragan serves as the project manager for sellers with a partnership director.
Hana is Alaris’ transition coordinator and works in the recast phase and the post-LOI phase. In the recast phase, she helps gather data and create the recast. For transitions, she helps with everything post-LOI, from gathering due diligence requests to being on weekly transition calls and assisting with any items needed to close.
As a Partnership Coordinator, Faith serves as the primary contact for advisors entering the Alaris process, guiding them from the first call to the LOI signing. Faith’s duties include data collection, maintaining a healthy deal cadence through effective meeting coordination, and a keen focus on understanding advisors' partnership motivations.
As Alaris' Brand Strategist, Sydney is at the forefront of driving demand, lead generation, and amplifying brand recognition to seize new business opportunities and foster growth. Sydney brings a wealth of experience and expertise in brand, marketing, and communications strategies. During her tenure as a Communications Lead at Wells Fargo, she excelled in spearheading strategic storytelling and impactful communication strategies, which fostered brand loyalty and proved instrumental in achieving organizational objectives.
John is a broad-based impact leader with over 40 years as a financial services leader with proven and measurable success. He has provided national leadership to the fifth largest accounting firm, RSM McGladrey, in the development of a major growth practice in Wealth Management Services that resulted in building a $5Billion wealth management national practice in just four years which included mergers.
John was with American Express Financial Advisors (currently named Ameriprise), and pioneered the innovation of financial planning and tax services acquisitions while leading several key business units to great success. As a Senior Vice President with MetLife, and president of a broker dealer, he successfully developed and merged a new distribution system and the centralized financial planning service system.
In all aspects of his role and specifically the past several years, he has been advising clients on mergers and long term growth strategies leveraging his deep knowledge of the industry and cultural dynamic fits for clients.
John is a graduate of Loyola University in New Orleans with a bachelor’s in social services and has attained the CFP© designation.
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