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At Alaris Acquisitions, we don’t just help you sell your Registered Investment Advisory firm — we help you sell it the right way: first by identifying buyers who are truly compatible with your culture and strategy, then by running a curated competition among those select buyers.
This is not an open auction where any and all buyers can blindly bid. It’s a refined process that ensures only the most compatible buyers are at the table — because that’s how you achieve both cultural conviction and the highest valuation with the best terms.
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We take a better approach. We believe that leading with compatibility — then running a smaller, managed competition among highly vetted buyers—produces the best of both worlds:
- A buyer who is the right cultural and strategic fit, and
- A valuation and terms package that rewards the full value of what you’ve built.
We spend 50+ hours getting to know your firm—your mission, team, clients, and deal preferences.
- Our proprietary Lens™ platform analyzes over 50 compatibility data points to surface buyers who align with you.
- We screen you against 85+ active buyers and invite only the 3–5 most compatible to participate.
- We then run a focused competition among those buyers—where cultural conviction drives them to put forth their most aggressive offers.
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- “I want to protect my staff—they’re like family.”
- “I’ve worked too hard building this client base—I want continuity.”
- “I’d like to stay on and keep growing under a new platform.”
- “I want to retire in peace, not stress over integration chaos.”
Our model ensures you achieve both legacy protection and maximum valuation—with a buyer who’s the right fit.
Compatibility + Competition = Maximum Value
- We learn your firm inside and out.
- We collect the real data — your client experience, operations, staffing, investment philosophy, deal needs and objectives, growth profile, team structure — not just your P&L.
- We run Lens™ screens to identify only the most compatible buyers.
- We then manage a competition among that smaller pool — buyers who already see the fit and are willing to be aggressive on valuation and terms.
This isn’t a volume game. It’s a value game. And it’s how you secure both the right partner and the right price.
We work with over 80 of the nation's leading wealth management firms that are aggressively pursuing M&A, many of whom are actively acquiring in Seattle. These include:
Most transactions take 5–9 months. By vetting buyers first, we ensure the competition moves quickly and with intent.
Absolutely. Partial sales, minority investments, and tuck-ins are all possible under our model.
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