Finding your
right fit.
The top buyers in the nation have enlisted Alaris to identify partners that resonate with their distinct culture, value proposition, and financial framework.
Get educated. Explore matches in private. Have guidance through the journey.
Are you tired of taking calls one at a time with buyers whom you have no idea if they would be a fit for you?
Are you frustrated you don't know how the process works? Are you uncertain about deal structure and how valuations work? Are you concerned about what will happen to your team and clients?
We understand.
Partnership Timeline
Identifying your ideal outcome
Estimated Duration: 1.5 Months
Alaris will educate you on the broad M&A landscapewhile using the Lens application to answer essential questions about yourprimary motivations, economic needs, business operations, autonomy profile, and much more. You will conduct 3-4 live sessions with Alaris team members toensure we capture what you and your team are seeking in your ideal outcome.
Getting Deal Ready
Estimated Duration: 2 Weeks
Alaris will work with you to take the data gathered inthe ideal outcome phase and focus our energy on your financials, formattingthem in an M&A-ready fashion. We will provide our assessment of your firm'svaluation and market attractiveness.
Buyer Discovery
Estimated Duration: 2-3 Weeks
After roughly 2 months of diligent effort, we'll delve into potential buyers. The Lens application screens your firm against roughly 90% of the credible buyer universe and surfaces your most compatible matches,with fit scores across nine key areas of alignment. Together, we'll dissect these matches, considering valuation and cultural compatibility. Based on our guidance and your insights, we'll zero in on the buyers who are genuinely compatible. The phase culminates with Alaris formally introducing you to those buyers, with our team present for all introductions. We will request anindication of interest (an offer) from all cultural matches prior to movingforward.
Confirming the match
Estimated Duration: 1 Month
After curating the buyers primarily by culture, yet guided by their offer, we enter the "dating phase". Alaris will prepare you for what to expect, how to ask hard questions with grace, and counsel on what is normal in terms of buyer response. Alaris arranges meetings for you to engage with the buyer's senior personnel, usually including the CIO, CMO, CFO, head of planning, and 2-3 partners from firms that have previously transacted with the buyer. The aim is to determine if the buyer truly aligns culturally with you and your team.
Preparing to Partner
Estimated Duration: 45 Days
After a home office visit (with Alaris present) and signing a non-binding letter of intent, this phase, led by the buyer but withAlaris participating, navigates due diligence, legal documentation, andtransition prep. With Alaris by your side, this intricate stage ends with both parties signing the binding documents.
The Transition
Estimated Duration: 60-90 Days
Now that we are “signed,” the client transition begins. Whether a negative or positive consent process, you will largely be working with your new partner's transitions team during this phase of the journey. Alaris is there to assist in any way possible; however, you're likely going to be head down and busy with the transition. It will be over soon, we promise!
Welcoming you to the team
Estimated Duration: 0 Days
Congratulations, you are now on the team. We appreciate the hard work you and your team have invested in the journey. Go get 'em!
Alaris maintains structured intelligence on 80+ industry-leading buyers, roughly 90% of the credible buyer universe, and new buyers join the roster regularly. In essence, when you partner with Alaris, you're reaching the entire buyer community in a single interaction
In fact, that's a common sentiment. Many firms that engage with our process are still determining if the timing is right for them. We recognize that you might be open to exploration but might not be prepared to finalize a transaction. That's perfectly fine. We believe that by navigating the initial stages of our process, you'll gain significant insights and value. So, when the moment is right, we're confident you'll reach out to us.
It starts with the most comprehensive structured buyerintelligence in the country. Every buyer under goes a meticulous 30-50 hour onboarding process, where we delve deep into essential details about their business, acquisition model, and culture. All of it is integrated into the Lens application. When you set your preferences and priorities in Lens, it evaluates your compatibility across nine key areas of alignment and surfaces the buyers who genuinely fit. That's the technical precision. But data alone can't capture the human nuances in a deal, so our seasoned M&A experts collaborate closely with you, leveraging insights from 100+ closed acquisitions, to make sure the match is right.
The duration largely hinges on your availability and how organized your data is. On average, the entire process spans 5-8 months from our initial conversation to the day you integrate with your new partner's team. If time is pressing, we can expedite the process. Conversely, it might extend if we deviate from the planned cadence.
Primarily, it's how we think about buyer selection. Applied Buyer Intelligence prioritizes cultural fit in screening buyers. Most sell-side advisors run a financial auction in which buyers are screened purely on their economic offer to you. Valuation and terms are a significant priority; however, eliminating buyers on math alone, ahead of culture, is a bad idea. We think the only firms who should participate in the competitive bid process are those who are cultural fits. Would you really sell to a higher bidder that was a disaster for your team and clients? Of course not. The reason we can do this is that we have invested the time to learn the buyer models. No one else in the industry has done this. Each buyer on our roster committed to spending the time to educate us on every aspect of the firm: values, economic offer, and advisor value proposition. Armed with this knowledge, we zero in on the buyers who genuinely fit.