Alaris Acquisition has unveiled The Alaris Lens Application, a technology-driven platform designed to streamline mergers and acquisitions for RIAs. By integrating AI, Lens delivers precise matches between buyers and sellers, transforming traditional M&A processes.
Traditionally, RIA M&A transactions have relied on blind financial auctions, often prioritizing price over long-term compatibility. Alaris aims to change this with Lens by introducing an AI-driven algorithm that evaluates hundreds of data points, factoring in financial alignment and cultural fit.
“We saw the opportunity to combine today’s technology with our knowledge of the buyers, accrued and compiled over years and thousands of hours,” said Allen Darby, founder and CEO of Alaris Acquisitions.
Rather than inviting dozens of bidders into a high-pressure auction, Lens selectively identifies the most suitable buyers, allowing sellers to focus on meaningful engagement. This targeted approach enhances deal success rates by ensuring stronger post-transaction alignment.
As RIA firms increasingly turn to M&A for growth and succession planning, tools like Lens offer a scalable, efficient, cost-effective alternative to outdated methods.
“The wealth management industry has historically lacked efficient tools and resources to support the M&A process,” added Darby.
