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)
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 +.
Sellers that find their perfect match with Alaris
See real examples of companies choosing Alaris as their partner
Kurt, founder of Ledge Wealth Management, sought a solution to manage intense growth and ensure high-level client service. Alaris helped Ledge Wealth Management identify and merge with Dakota Wealth Management, allowing them to address succession planning, diversify, and enhance their service offerings.
Ledge Wealth Management experienced rapid growth, making it challenging to maintain high service levels while pursuing further expansion. The firm's leadership also needed a succession plan that addressed the varying ages and retirement timelines of the partners.
Alaris provided guidance and identified firms that aligned with Ledge Wealth Management's goals, specifically facilitating equity roll-over and continued growth opportunities. Alaris helped them navigate the complexities of selling a financial firm, and find a partner to help them grow.
The merger with Dakota Wealth Management allowed the team to solve their succession problem and to provide a platform for staff advancement, and enhance services and depth of knowledge. Kurt was able to solve the problems of succession, scalability, and adding more services for his clients and staff.
John and Sherry Gardey, of Gardey Financial Advisors, needed a succession plan that would preserve their firm's culture, ensure client care, and provide opportunities for employees since their children were not interested in taking over the family business. Alaris's process and guidance led them to partner with Modern Wealth Management.
Gardey Financial Advisors faced the challenge of succession planning with no family successors, along with the increasing complexities of the regulatory and investment world. Their primary goals were to secure the future of their clients and preserve their firm's culture and provide a good place for their employees to work.
Alaris provided a process that addressed Gardey Financial Advisors' concerns, considering their need for a cultural fit, client care, and employee well-being. Alaris streamlined the process of finding the right buyer.
Working with Alaris led to a partnership with Modern Wealth Management, which aligned with Gardey Financial Advisors' cultural values and offered enhanced marketing and operational support. This partnership ensured a smooth transition for clients and employees, while also solving the succession problem for the Gardey’s.
Reed Finney, formerly of Bleakley Financial Group, sought a merger that would provide a better platform for his team's growth and development. Alaris's guidance and extensive knowledge of potential acquirers facilitated a merger with Beacon Point.
Reed Finney and his partners had differing visions for the firm's future, particularly regarding mergers, monetization, and practice changes. Finney wanted to find a firm that would provide a better platform for his team.
Alaris offered a structured process and valuable resources, including videos of potential acquirers, which helped Finney narrow down his options and make an informed decision. Alaris’s team guided Finney through the complex process.
The merger with Beacon Point provided Finney's team with improved growth opportunities, career advancement paths, and a better compensation structure. Alaris's process was instrumental in achieving Finney's goals of finding a suitable partner and a better platform for his team.
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. ”