Match with a buyer and confidently sell your RIA.
Identifying a buyer in wealth management who is a cultural fit while meeting your valuation requirements is no small feat. Alaris is your Lens into the landscape of M&A.
Find your ideal partner, with comprehensive filters.
The leadership at Alaris Acquisitions consists of professionals who have devoted their careers to the wealth management industry. From owning an RIA that successfully completed multiple acquisitions to managing one of today’s top M&A adfisory firm, you can trust our extensive experience to guide you through this intellectually and emotionally charged journey.
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An experienced M&A firm dedicated to Wealth Management
The leadership at Alaris Acquisitions consists of professionals who have devoted their careers to the wealth management industry. From owning an RIA that successfully completed multiple acquisitions to managing one of today's top M&A advisory firms, you can trust our extensive experience to guide you through this intellectually and emotionally charged journey.
Groundbreaking technology
We developed the industry's first catalog of buyer models. Curated and detailed information about the buyers:
- Culture and Vision
- Mandatory points of alignment
- Expansion of services & capabilities
- Valuation and economic model
- The ideal partner for them
- Client experience and investment platform
- Operations and tech stack
A new Pathway to Partnership
In the Deal Advocacy construct, our priority is to advocate on your behalf in deal negotiations, ensuring your interests are at the forefront while also seeking an outcome that accretes to the buyer culturally. This balanced approach aims to acheive a successful deal that serves both parties well.
Sellers that find their perfect match with Alaris
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Estimated Valuation Range
“I was skeptical at first, but within a minute I saw where our firm stood — and it completely changed how I approached our growth plan”