Jacqueline Martinez

Managing partner

Biography

Jacqueline Martinez is the Managing Partner of Alaris Acquisitions, an M&A advisory firm exclusively dedicated to the wealth management industry. Alaris executes a mission to disrupt the traditional sell-side transaction advisory process by focusing on cultural fit rather than the typical financial auction.

This focus on prioritizing the cultural fit stems from her experience on United Capital’s M&A team where they executed on adding $10.5B in acquisitions to the organization in the five years leading up to the sale to Goldman Sachs in 2019. Following her two years at GS, she joined Allen Darby at Alaris where they led the team through executing 43 closed acquisitions in a short 3-year period with the nation’s top wealth management firms. As co-host of the podcast The Buyer’s Boardroom, Jacqueline shares insights and best practices for sellers and buyers to successfully execute their M&A aspirations.

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Alaris combines M&A expertise with the most robust buyer dataset on the planet.

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Acquisitions Model

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Schedule a 30 min intro

Allen’s market commentary

Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden

As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.

Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden

As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.

Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden

As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.

Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden

As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.

Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden

As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.

Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden

As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.

Awards and Industry Recognition

24 May 2024

•

5 mins read

Six Steps to Creating An Effective Continuity Plan

Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.

24 May 2024

•

5 mins read

Six Steps to Creating An Effective Continuity Plan

Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.

24 May 2024

•

5 mins read

Six Steps to Creating An Effective Continuity Plan

Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.

24 May 2024

•

5 mins read

Six Steps to Creating An Effective Continuity Plan

Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.

24 May 2024

•

5 mins read

Six Steps to Creating An Effective Continuity Plan

Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.

Author’s posts

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"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."

Mike Dohlberg

CEO Apollon Wealth Management

"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."

Mike Dohlberg

CEO Apollon Wealth Management

"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."

Mike Dohlberg

CEO Apollon Wealth Management

"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."

Mike Dohlberg

CEO Apollon Wealth Management

"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."

Mike Dohlberg

CEO Apollon Wealth Management

"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."

Mike Dohlberg

CEO Apollon Wealth Management

"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."

Mike Dohlberg

CEO Apollon Wealth Management

"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."

Mike Dohlberg

CEO Apollon Wealth Management

"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."

Mike Dohlberg

CEO Apollon Wealth Management

"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."

Mike Dohlberg

CEO Apollon Wealth Management

"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."

Mike Dohlberg

CEO Apollon Wealth Management

"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."

Mike Dohlberg

CEO Apollon Wealth Management

"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."

Mike Dohlberg

CEO Apollon Wealth Management

"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."

Mike Dohlberg

CEO Apollon Wealth Management

"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."

Mike Dohlberg

CEO Apollon Wealth Management

"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."

Mike Dohlberg

CEO Apollon Wealth Management

"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."

Mike Dohlberg

CEO Apollon Wealth Management

"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."

Mike Dohlberg

CEO Apollon Wealth Management

"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."

Mike Dohlberg

CEO Apollon Wealth Management

"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."

Mike Dohlberg

CEO Apollon Wealth Management

"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."

Mike Dohlberg

CEO Apollon Wealth Management

"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."

Mike Dohlberg

CEO Apollon Wealth Management

"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."

Mike Dohlberg

CEO Apollon Wealth Management

"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."

Mike Dohlberg

CEO Apollon Wealth Management

"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."

Mike Dohlberg

CEO Apollon Wealth Management

"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."

Mike Dohlberg

CEO Apollon Wealth Management

"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."

Mike Dohlberg

CEO Apollon Wealth Management

"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."

Mike Dohlberg

CEO Apollon Wealth Management

"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."

Mike Dohlberg

CEO Apollon Wealth Management

"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."

Mike Dohlberg

CEO Apollon Wealth Management

"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."

Mike Dohlberg

CEO Apollon Wealth Management

"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."

Mike Dohlberg

CEO Apollon Wealth Management