Introducing the Alaris "Lens"

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The Buyer's Boardroom

Alaris Acquisitions

24 episodes

1 week ago

Welcome to the wild world of M&A, where owners of wealth management firms venture into uncharted territory, hoping to strike a deal. It's a tricky path to navigate; who are the buyers? How do they think? What do they look for? How can I maximize my firm's value? How do we vet a partnership? Fear not, brave entrepreneurs! Hosts Allen Darby and Jacqueline Martinez are here to guide you through this unfamiliar terrain, helping you uncover what buyers really want and how to avoid the landmines that can blow up a deal.

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Introducing the Alaris "Lens"

The Buyer's Boardroom

14 minutes 9 seconds

8 months ago

Introducing the Alaris "Lens"

In this episode join Allen Darby and Jacqueline Martinez as they introduce the Alaris "Lens" product. Lens is a first of its kind platform for RIA's to explore M&A, learn through though leadership articles, podcasts, etc, and explore the largest buyer dataset ever put together in one place for M&A in the Wealth Management Space. It continues to improve the seller experience through our Ideal Outcome Process and Ai Partner Matching Algorithm that works like match.com for M&A in the wealth management space, creating culture based profile matches.