A specialized M&A advisory firm that guides RIAs through sales, using innovative tech to match buyers and sellers effectively.
Industry
Finance
Use Case
M&A Deal Compatibility
Company size
<50 employees
Headquarters
Jupiter, Florida
Knowledge work automation
Discover our solutions
About
Alaris Acquisitions is a sell-side M&A advisory firm that focuses on the wealth management industry. They primarily guide Registered Investment Advisors (RIAs) through the complex M&A journey. By partnering with over 80 leading buyer firms, Alaris emphasizes not just financial metrics but also crucial cultural fit. This approach ensures smoother transitions and long-term success for everyone involved. Alaris has been a V7 customer since August 2024.
The challenge
Alaris Acquisitions had a wealth of data on potential buyers in the wealth management space. Their main goal was to use this data to accurately measure compatibility between buyers and sellers. The biggest hurdle was their comprehensive dataset. It was highly contextual, meaning buyer requirements could shift based on many interconnected factors. Alaris needed a smarter way to handle this complexity. They wanted to improve their matchmaking process to find the best buyer-seller fits by truly understanding the nuances in their data. Their existing non-AI technology was struggling with the sheer volume of buyers and data points. This made it harder to deliver on their core promise, which was facilitating successful M&A deals through accurate matchmaking.
The solution
Alaris Acquisitions turned to V7 Go, choosing an Enterprise Subscription that came with dedicated Solutions Engineering support. Getting started was quick, as the initial onboarding took just 30 days. Since then, Alaris has experienced a phased rollout of pipeline automation and custom features. Weekly syncs with the V7 team kept everyone closely aligned. Several V7 Go features were key to Alaris's success. These included using LLMs to create seller and buyer profiles and CIMs (Confidential Information Memorandums). They also automated buyer-seller matching with sophisticated AI-driven scoring and integrated smoothly with their internal systems via REST API. This tech upgrade allowed Alaris to automate and significantly sharpen their ability to evaluate and match buyers and sellers with impressive speed and precision.
The results
With V7 Go, Alaris Acquisitions significantly cut down the time spent on manual buyer-fit analysis. They also saw a boost in accuracy when identifying top-matching buyers, thanks to updated AI-driven scoring. But the impact was more profound than just cost savings. V7 Go unlocked new revenue opportunities by enabling Alaris to deliver more effectively on its core business. The Alaris team now has greater confidence in their client recommendations because they can clearly trace information back to its source within their knowledge base. V7 Go provided a scalable foundation for Alaris's growth and even sparked new ideas for using the tool in ways they hadn't initially thought of.
Alaris Acquisitions chose V7 Go because it could expertly handle their complex, contextual data and quickly deliver tailored solutions. The V7 Solutions Engineers were a critical part of this. They often turned tough data challenges into working, deployable solutions within hours. This rapid response, combined with V7 Go's powerful LLM features for creating profiles, automating matches, and its easy API integration, made it the clear choice for upgrading Alaris's sophisticated matchmaking process. Impressively, V7 Go replaced a previous seven-figure technology investment for about a tenth of the cost. It also opened doors to even more uses across their business.