Alaris Acquisitions, a sell-side M&A consultancy specializing in wealth management, has launched its Buyer Portal. This new digital hub leverages the company’s proprietary AI-driven platform to provide acquirers with a structured environment to present their firms to potential sellers through data-rich profiles, videos, and interactive insights.
The Buyer Portal aims to enhance transparency and efficiency within the M&A process for registered investment advisors (RIAs), building upon the functionality of Alaris’s previously introduced Lens Application. It allows buyers to display their firm’s details in an accessible format, reducing the need for numerous individual conversations. Concurrently, sellers gain a clear understanding of buyer models, strategies, and cultural fit. As more buyers participate, their profiles evolve into more comprehensive representations.
Allen Darby, founder and chief executive officer of Alaris Acquisitions, stated, “The Buyer Portal gives firms a way to market themselves in a public, accessible space that’s never existed before in wealth management M&A. For sellers, it removes guesswork and introduces a transparent window into who buyers truly are. For buyers, it’s an opportunity to stand out on the strength of their culture, integration philosophy and long-term vision.”
Amid a notable increase in M&A activity within the RIA sector, where deal volume grew nearly 15 percent last year, the Buyer Portal addresses the challenge advisors face in evaluating partners beyond initial valuations. It provides a scalable, technology-enabled method for showcasing cultural and economic alignment.
This development coincides with Alaris Acquisitions surpassing its 50th transaction. Notable deals facilitated by the four-year-old firm include Savant Wealth Management’s acquisition of PrairieView Partners, Modern Wealth Management’s acquisition of Petso Financial Consultants, Carson Group’s acquisition of Aveo Capital, and Beacon Pointe’s acquisition of The Family Firm. Over 30 percent of the firm’s clients are referred by past sellers.
Brent Brodeski, founder and chief executive officer at Savant Wealth Management, commented, “Partnering with Alaris was instrumental in helping us identify and align with PrairieView Partners. Their unique approach goes far beyond surface-level deal terms. By prioritizing cultural alignment alongside economics, Alaris is raising the bar for thoughtful, transparent M&A advocacy within our industry.”
Alaris Acquisitions provides sell-side advisory services for the wealth management industry, employing its proprietary Deal Advocacy methodology. This approach focuses on numerous points of alignment, including cultural fit, initial valuation, and post-acquisition economics for the seller, aiming to replace traditional financial auction methods with a
