The first deal matching platform for companies
A process BUILT around evaluating cultural fit.
This approach is based on our firm belief that culturally fit buyers will produce a better quality of life for you, your team, and your clients, as well as a better economic offer because buyers who believe you are a cultural fit are more aggressive on price and terms.
Sellers
Explore the buyer universe —strategically, discreetly, and on your terms.
Expert tooling
Streamlined support
Defense of cultural fit
Deal Durability
We dont just focus on the deal itself, but making sure the buyers deliver on their promises.
Find your ideal partner, with comprehensive filters.
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 adfisory firm, you can trust our extensive experience to guide you through this intellectually and emotionally charged journey.
What will you get with Alaris
Save Time
We've cataloged the majority of buyer models. Say goodbye to spending months searching for the right buyer—one by one. We've streamlined the process for you.
Cultural Fit
Our Deal Advocacy model champions cultural fit first and foremost. While we're driven to amplify your value, we'll never compromise culture. Period
Ideal Outcome
Working in the Lens application combined with our expert guidance, you'll find the right match that aligns culturally and economically, ensuring the best outcome for you, your team and clients.
Largest Buyer Database Ever
We've cataloged the majority of buyer models. Say goodbye to spending months searching for the right buyer—one by one. We've streamlined the process for you.
Maximize Valuation
Your firm is likely going to be valued on a multiple of EBITDA. While gross revenue multiples are frequently referenced, sophisticated buyers rarely use this valuation approach because it doesn’t truly account for the reality of your internal economics (i.e. profitability)
Sellers that find their perfect match with Alaris
Who is Alaris ideal for?
Firms who are ready to seek a partnership now.
Firms who are thinking about exploring a deal in 1-3 Years.
Firms who merely wish to get educated to prepare for a transaction in 5 years +.
Let them speak for us
“I set out to find a buyer on my own, but I ended up wasting a lot of time without seeing any results. Alaris helped me identify firms that would allow us to take the equity in our company and roll it into equity in their company. Alan steered me to the right firms that really valued partners coming in and taking equity, which was amazing. Alan took 60-some firms and brought us down to 3 within a matter of a couple of months. They were all great firms, and they were all great fits.”
"I realized that the growth I wanted for my company didn’t mean I had to sacrifice the time I wanted with my family. Partnering with a larger firm was the right step for both. Alaris brought clarity and confidence to what could have been an overwhelming process. They made sure every detail was covered, leaving me free to focus on what mattered most. The merger not only allowed my business to thrive, but it also gave me the freedom to be more present for my kids. That’s a kind of wealth no financial success can replace. It’s amazing to see how a well-planned transition can lead to success in ways I hadn’t even imagined—both for the business and for my personal life.""
“Alaris has been wonderful and helpful..they took into account all of our concerns. I had no experience at selling or buying businesses, but we knew that a succession plan was key to our long-term success. I didn't know how to navigate the M&A process and the process was great, everybody I worked with was wonderful and helpful. They walked us right through it. It was a wonderful experience.”
“Our firm wasn't structured for growth and I felt stuck. The uncertainty of making a move felt overwhelming. The thing that I liked most about Alaris was the way that Alan and the whole team put together all the videos of all the different buyers that you guys represent. Alan was clearly, in my shoes, asking the questions that somebody who wanted to merge his or her firm would be asking. And that's clearly one of the biggest things about Alaris is their ability to get to know you and be able to say, great, I know you, this is a good company. This is a good fit for you. You know, maybe you should focus on these three or four companies. ”