Alaris Acquisitions is your external M&A team. We represent a limited number of exceptional wealth management firms who wish to grow via acquisition. Once Engaged, we handle the entire process from identifying your ideal match, to execution of the LOI. Our process is designed to nail the cultural fit with your new partner(s) while freeing you to run your business.
We work 100% off success fees with no retainers, progress fees or direct employee costs to your P&L.Chat with Alaris about representing you
What people who have worked with us have to say
Little Rock, AR
“Allen is a skilled professional that does his homework. When he approached me about joining United Capital, we were only a few minutes into the first conversation when it was clear how carefully he had prepared for that meeting. From there, Allen was patient, thorough, open, truthful, and always ready to answer questions as they came up.”