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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+
closed acquisitions
$2B+
Seller valuation Proceeds
67+‍
Buyers on the Alaris roster
0
Break Ups
closed transactions

Recent Transactions

Acquired By Savant
Bethesda, MD
Acquired by Carson Group
Englewood, Colorado
Acquired by Prime Capital Financial
Salisbury, NC
Finney Wealth Management, Acquired by Beacon Pointe
Fairfield, NJ
Acquired by Perigon
Syracuse, NY
Acquired by Merit Financial Advisors
Pocatello, ID
Acquired by The Mather Group
Red Bank, NJ
Acquired by Carson Wealth
Columbia, MD
Wealth Advisors, Inc. Acquired by Perigon Wealth Management
Rancho Santa Fe, CA
Acquired by Apollon
Barrington, IL
Acquired by Apollon
Atlanta, GA
Finney Financial Group Acquired by Beacon Pointe
Essex Fells, NJ