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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

Peachtree Investment Advisors, Acquired by United Capital
Atlanta, GA
Acquired by Allworth
Dansville, NY
Davidson Capital, Acquired by United Capital
Davidson, NC
Payne Wealth, Acquired by United Capital
Evansville, IN
Kernodle & Katon, Acquired by United Capital
Little Rock, AK
Compass Wealth, Acquired by United Capital
Elkhart, In
Asset One, Acquired by United Capital
Denver, CO
Bedrock Capital, Acquired by United Capital
Silicon Valley, CA
Harvest Financial, Acquired by United Capital
Philadelphia, PA
Select Wealth, Acquired by United Capital
Pittsburg, PA
PSA Retirement Services, Acquired by United Capital
Towson, MD
PSA Wealth, Acquired by United Capital
Towson, MD