Alaris Acquisitions, a Charlotte-based sell-side mergers and acquisitions advisory firm serving the wealth management industry, has appointed Tony Leonard as Managing Director of Business Development. In the newly created role, Leonard will lead the origination of new advisory mandates and deepen relationships with registered investment advisor owners nationwide.
Leonard brings nearly three decades of experience in the retirement and wealth advisory marketplace, with expertise spanning M&A, sell-side advisory, diligence, consulting, and direct investing. He most recently served as a vice president at MidCap Advisors, advising retirement and wealth advisory firms on strategic transactions. He previously held a managing director role at Wise Rhino Group and has worked with SEI Investments, Putnam Investments, New York Life Investment Management, and OneAmerica Retirement Services.
Leonard joins at a time of continued momentum for Alaris. Over the past year the firm has completed nearly 60 transactions, introduced its Lens AI-driven matchmaking platform for improving cultural and financial alignment in M&A, launched its Buyer Portal digital hub, and seen more than 50% of engagements driven by referrals from past clients. Notable recent transactions include partnerships between Modern Wealth Management and Brown and Company, The Family Firm and Beacon Pointe, and Aveo Capital and Carson Group.
KEY QUOTES:
“Alaris occupies a unique position in the market, with a reputation built on genuine relationships, boutique discipline and a deep understanding of what RIA owners actually need when they consider a transition. I’m excited to help accelerate that mission and to work alongside a team that truly puts the advisor’s interests first.”
Tony Leonard, Managing Director of Business Development, Alaris Acquisitions
“Tony’s arrival marks a significant step forward for our team. His deep industry relationships, command of RIA market dynamics and proven ability to connect with firm owners make him the ideal partner for our growth ambitions. We are confident his leadership will unlock meaningful new opportunities for the firms we serve.”
Allen Darby, Founder and CEO, Alaris Acquisitions
