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Results that speak for themselves.

Happy Sellers, Happy Buyers.

Completed transactions

Proven.

Our team's expertise, combined with the Lens algorithmic matching model, provides you with a measurably smoother, more cost efficient experience on your journey to partnership.

100+
closed acquisitions
$2B+
Seller valuation Proceeds
67+โ€
Buyers on the Alaris roster
0
Break Ups
closed transactions

Recent Transactions

Acquired by Wipfli
Atlanta, GA
Acquired by Beacon Pointe
Scottsdale, AZ
Acquired by Perigon
Los Angeles, CA
Acquired by AlphaStar
Charlotte, NC
Acquired by Alphastar
Goodlettsville, TN
Wealth Management Group, Acquired by Southport
Dallas, TX
Acquired by Miracle Mile
San Diego, CA
Brookshire Wealth, Acquired by WealthSource
Canton, OH
Captrust, Acquired by United Capital
Philadelphia, PA
Beacon Pointe
Fort Worth, TX
Harbor Capital Management, Acquired by Goldman Sachs
Charlotte, NC
Acquired by Allworth
St Louis, MO