Valuations, and How to Maximize Yours with Special Guest Brooks Hamner from Mercer Capital
This podcast episode dives deep into the complexities of RIA valuations, going beyond the simple "multiple of AUM" myth. Hosts Allen Darby and Jacqueline Martinez discuss the real drivers of valuation, including revenue mix (recurring vs. non-recurring), operating expenses, and owner's compensati...
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&...
10 Things That Make Your Baby Ugly with Jason Gordo from Modern Wealth Management
In this thought-provoking episode of The Buyer's Boardroom, Allen Darby and Jacqueline Martinez discuss "10 Things That Make Your Baby Ugly" – insightful factors that can make your RIA less attractive to potential buyers. They delve into common operational, financial, and client-related issues th...
The Big Reveal: When to Tell Your Team?
For RIA principals navigating a merger or acquisition, one of the most challenging decisions is determining the right moment—and method—to share the news with their team. In this crucial episode of The Buyer's Boardroom, hosts Allen Darby and Jacqueline Martinez tackle this sensitive topic, drawi...
Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris
The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris appeared first on and was written by Elana Iskowitz.
The traditional M&A process in wealth management has a fundamental flaw: it prioritizes financial metrics over the one thing both buy...
Jacqueline Martinez “The Velvet Hammer”: Her Journey Through M&A (Ep. 26)
In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Jacqueline Martinez, managing partner at Alaris Acquisitions. Jacqueline shares her journey into M&A, her experience working at United Capital during its landmark sale to Goldman Sachs and her...
018: The State of M&A with Allen Darby
Join us as Gary Roth and Jason Gordo unravel the complexities of the RIA market with the CEO of Alaris Acquisitions, and friend of the show, Allen Darby. Discover why auction processes often fall short in securing the best deals, and learn how data-driven compatibility and cultural alignment can ...
Navigating the Rapidly Evolving M&A Landscape with Allen Darby
In this episode of the Model FA podcast, host David DeCelle spoke with Allen Darby, CEO and founder of Allaris Acquisitions, to discuss the evolution of the wealth management M&A landscape. Allen, an industry veteran who completed nine acquisitions as an RIA owner, provided insights on the surge ...
Your Messaging is Broken: Allen Darby from Alaris Acquisitions
In this episode of AI for Advisors, Mark and James sit down with Allen Darby, Founder and CEO of Alaris Acquisitions, to discuss how AI is beginning to reshape the future of RIAs, M&A, and wealth management operations.
Allen shares insights from years of advising RIA transactions, including how b...
The New CFO Put His Tires on the Company Card… for the Points
The company was growing fast. Startup to millions in revenue in about a year. So they hired a CFO who looked the part: glasses, résumé, all of it.One month in, the credit card bill showed $2,800 in auto repairs. New tires. His car.When they asked him about it, he wasn't sorry. He said he thought ...
