Alaris Acquisitions Appoints Tony Leonard as Managing Director of Business Development
Alaris Acquisitions (“Alaris”), a leading sell-side mergers and acquisitions (M&A) advisory firm serving the wealth management industry, today announced the appointment of Tony Leonard as managing director of business development. In this newly created role, Leonard will lead the firm’s continued growth, drive origination of new advisory mandates and deepen relationships with registered investment advisor (RIA) owners nationwide.
Alaris Acquisitions Launches First-of-Its-Kind Buyer Portal, Redefining RIA M&A Connectivity
Alaris Acquisitions, a leading sell-side M&A consultancy for the wealth management industry, today announced the launch of its Buyer Portal, a first-of-its-kind digital hub where acquirers can present their firm to potential sellers through data-rich profiles, videos and interactive insights. The new Portal, powered by Alaris’ proprietary AI-driven platform, marks a major step forward in creating a more transparent, efficient and humanized M&A experience for registered investment advisors (RIAs).
Alaris Acquisitions Unveils ‘Lens,’ Technology-Driven Matchmaker for Wealth Management M&A
Alaris Acquisitions, a leading sell-side M&A consultancy for the wealth management industry, announced today the release of The Alaris Lens Application (‘Lens’), a technology-driven matchmaking platform tailored to the unique M&A needs of registered investment advisors (RIAs). Alaris brings its expertise to the forefront with Lens, offering an innovative solution for connecting buyers and sellers. By leveraging cutting-edge artificial intelligence (AI), Lens provides fast and accurate matches, transforming the way M&A transactions are made in wealth management.
CORRECTING and REPLACING Former M&A LPL Financial Exec Zachary Pavlosky, CFA® Joins Alaris Acquisitions
Sixth paragraph, third sentence of release should read: This saves would-be sellers hundreds of thousands of dollars in standard M&A fees charged by bankers and is an efficient way to evaluate multiple buyer firm cultures and deal structures.
Former M&A LPL Financial Exec Zachary Pavlosky, CFA® Joins Alaris Acquisitions
Alaris Acquisitions, LLC (“Alaris”), a team of merger-and-acquisition experts led by Allen Darby that works with a select group of wealth management firms by sourcing, negotiating and closing new acquisition opportunities, announced today that Zachary “Zach” Pavlosky, CFA the former Vice President of M&A for LPL Financial, joined its team as Director of Partnerships.
