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Allen Darby

CEO @ Alaris Acquisitions | Guiding wealth management firms through M&A to find partners with a shared culture

Allen Darby has been a key figure in the wealth management industry for over three decades. Starting with founding a firm focused on assisting accounting firms in transitioning into wealth management, he has a solid track record of success. This includes selling his first company to First Global in 1999, overseeing nine mergers and acquisitions, and building a thriving RIA in Charlotte. Darby further honed his expertise as the National Director of New Partnerships at United Capital, managing over 32 acquisitions. This experience culminated in the establishment of Alaris Acquisitions in 2019, where he and his team specialize in facilitating M&A transactions with a focus on finding the perfect fit for clients. Under Darby's leadership, Alaris has facilitated over 100 successful transactions, prioritizing alignment in culture, economic model, and ethics for both buyers and sellers.

Highlights

Aug 29 · linkedin

Looking forward to seeing everyone at Future Proof in a few weeks!

Aug 7 · linkedin

This was an amazing interview with Jacob Orosz of Morgan & Westfield "M&A Talk" the number one podcast in M&A, discussing why Financial Auctions aren't appropriate for the wealth management industry. I hope you enjoy it!

Tune in to the episode, "Rethinking the M&A Auction Process: A Wealth Management Perspective," to discover: -Alternative approaches to the M&A auction process -The importance of cultural fit in M&A deals -Unique considerations for wealth management M&A -How sell-side advisors can enhance the M&A process

Listen now on: Spotify:https://lnkd.in/e4-tpk8e Apple Podcasts: https://lnkd.in/eJsmQFaP

Allen Darby
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Location

Cornelius, North Carolina, United States