Register interest for-

Alaris will educate you on the broad M&A landscape while using  the Lens application to answer essential questions about your primary motivations, economic needs, business operations, autonomy profile, and much more, you will conduct 3-4 live sessions with Alaris team members to ensure we capture what you and your team are seeking in your ideal outcome.

Alaris will work with you to take the data gathered in the ideal outcome phase and focus our energy on your financials to format them in M&A ingestible fashion. We will provide our assessment of your firm's valuation and market attractiveness.

After roughly 2 months of diligent effort, we'll delve into potential buyers. The Lens application showcases your top ten matches and their fit scores in six key areas. Together, we'll dissect these matches, considering valuation and cultural compatibility. Based on our guidance and your insights, we'll refine this list. The phase culminates with Alaris introducing you to your top 3-5 buyers in a formal meeting, with our team present for all introductions. We will request an indication of interest (an offer) from all cultural matches prior to moving forward.

After curating the buyers primarily by culture, yet guided by their offer, we enter the "dating phase". Alaris will prepare you for what to expect, how to ask hard questions with grace, and counsel on what is normal in terms of buyer response. Alaris arranges meetings for you to engage with the buyer's senior personnel, usually including the CIO, CMO, CFO, head of planning, and 2-3 partners from firms that have previously transacted with the buyer. The aim is to determine if the buyer truly aligns culturally with you and your team.

After a home office visit (with Alaris present) and signing a non-binding letter of intent, this phase, led by the buyer but with Alaris participating, navigates:

-Due Diligence
-Legal Documentation
-Transition Prep

With Alaris by your side, this intricate stage ends with both parties signing the binding documents.

Now that we are "signed", the client transition begins. Whether a negative or positive consent process, you will largely be working with your new partner's transitions team during this phase of the journey. Alaris is there to assist in anyway possible, however you're likely going to be head down and busy with the transition. It will be over soon, we promise!