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Alaris Acquisitions Appoints Tony Leonard As Managing Director Of Business Development

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Published on Pulse 2.0 on April 29, 2026 | Authored by Amit Chowdhry

Alaris Acquisitions Appoints Tony Leonard As Managing Director Of Business Development

By Amit Chowdhry Apr 29, 2026

Pulse 2.0

Alaris Acquisitions Appoints Tony Leonard As Managing Director Of Business Development

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Alaris Acquisitions, a Charlotte-based sell-side mergers and acquisitions advisory firm serving the wealth management industry, has appointed Tony Leonard as Managing Director of Business Development. In the newly created role, Leonard will lead the origination of new advisory mandates and deepen relationships with registered investment advisor owners nationwide.

Leonard brings nearly three decades of experience in the retirement and wealth advisory marketplace, with expertise spanning M&A, sell-side advisory, diligence, consulting, and direct investing. He most recently served as a vice president at MidCap Advisors, advising retirement and wealth advisory firms on strategic transactions. He previously held a managing director role at Wise Rhino Group and has worked with SEI Investments, Putnam Investments, New York Life Investment Management, and OneAmerica Retirement Services.

Leonard joins at a time of continued momentum for Alaris. Over the past year the firm has completed nearly 60 transactions, introduced its Lens AI-driven matchmaking platform for improving cultural and financial alignment in M&A, launched its Buyer Portal digital hub, and seen more than 50% of engagements driven by referrals from past clients. Notable recent transactions include partnerships between Modern Wealth Management and Brown and Company, The Family Firm and Beacon Pointe, and Aveo Capital and Carson Group.

KEY QUOTES:

“Alaris occupies a unique position in the market, with a reputation built on genuine relationships, boutique discipline and a deep understanding of what RIA owners actually need when they consider a transition. I’m excited to help accelerate that mission and to work alongside a team that truly puts the advisor’s interests first.”

Tony Leonard, Managing Director of Business Development, Alaris Acquisitions

“Tony’s arrival marks a significant step forward for our team. His deep industry relationships, command of RIA market dynamics and proven ability to connect with firm owners make him the ideal partner for our growth ambitions. We are confident his leadership will unlock meaningful new opportunities for the firms we serve.”

Allen Darby, Founder and CEO, Alaris Acquisitions

Alaris Acquisitions Appoints Tony Leonard As Managing Director Of Business Development

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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."
William Blanton, Owner, Acquired by Composition Wealth
"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."
William Rosenthal, Owner, Acquired by Beacon Pointe
"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."
Dean Barber, Owner, Acquired by Modern 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."
John Horseman, Owner, Acquired by Allworth
"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."
Marc Wolff, Owner, Acquired by Beacon Pointe
"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."
Glenn Spencer, CEO, Prime Capital Financial
"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."
Matt Cooper, President, Beacon Pointe Advisors
"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 Dolberg, 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."
William Blanton, Owner, Acquired by Composition Wealth
"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."
William Rosenthal, Owner, Acquired by Beacon Pointe
"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."
Dean Barber, Owner, Acquired by Modern 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."
John Horseman, Owner, Acquired by Allworth
"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."
Marc Wolff, Owner, Acquired by Beacon Pointe
"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."
Glenn Spencer, CEO, Prime Capital Financial
"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."
Matt Cooper, President, Beacon Pointe Advisors
"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 Dolberg, CEO, Apollon Wealth Management
Alaris in the News
My Team/ Staff