Most M&A processes begin with a buyer list. Alaris begins with buyer intelligence.

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.

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

Most M&A processes begin with a buyer list. Alaris begins with buyer intelligence. Lens converts years of direct buyer interaction, transaction experience, diligence feedback, deal outcomes, and market knowledge into a structured decision platform. The result is a more disciplined, evidence-based approach to buyer selection — one that evaluates not only who can buy a firm, but who is most likely to be the right buyer for that specific firm.