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Results that speak for themselves.

Happy Sellers, Happy Buyers.

Completed transactions

Proven.

Our team's expertise, combined with the Lens algorithmic matching model, provides you with a measurably smoother, more cost efficient experience on your journey to partnership.

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meet the team
meet the team
100+
completed transactions
$2B+
Seller Proceeds
80+‍
Buyers on the Alaris roster
99%
Post-Close Retention
closed transactions

Recent Transactions

Acquired By Beacon Pointe
Bethesda, MD
Acquired by Carson Group
Englewood, Colorado
Acquired by Prime Capital Financial
Salisbury, NC
Acquired by Soltis Investment Advisors
Oakwood, OH
Acquired by Carson Group
West lake, Ohio
Acquired by Modern Wealth Management
Denver, CO
Acquired by EP Wealth Advisors
Menlo Park, CA
Acquired by Soltis Investment Advisors
Oakwood, OH
Acquired by EP Wealth Advisors
Bethesda, MD
Finney Wealth Management, Acquired by Beacon Pointe
Fairfield, NJ
Acquired by Perigon
Syracuse, NY
Acquired by Merit Financial Advisors
Pocatello, ID