Former M&A LPL Financial Exec Zachary Pavlosky, CFA® Joins Alaris Acquisitions
Alaris Acquisitions, LLC ("Alaris"), a team of merger-and-acquisition experts led by Allen Darby that works with a select group of wealth management firms by sourcing, negotiating and closing new acquisition opportunities, announced today that Zachary "Zach" Pavlosky, CFA the former Vice President of M&A for LPL Financial, joined its team as Director of Partnerships.
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The Team at Alaris Acquisitions (Photo: Business Wire)
Alaris Acquisitions CEO Allen Darby described the hiring of Zach as an exciting milestone. "Zach is an outstanding leader who brings notable accomplishments and extensive industry experience, well equipped to accelerate deal flow and significant opportunities on the buy-side and sell-side," said Mr. Darby. "The addition of Zach coupled with dals set to close in the first quarter represents our bullish view on a robust M&A pipeline of activity and us hitting a new stride."
"I'm quite proud to have joined Alaris at this stage-there's incredible growth and momentum already in store for 2022," said Zach Pavlosky, Director of Partnerships. "Having covered the entire spectrum of M&A over the course of my career, Allen, his team, and the Alaris partnership model raise the bar for M&A in this industry. Alaris's process is a gamechanger for the wealth management industry and I want to be part of that disruption."
Prior to joining Alaris, Zach was Vice President of M&A for LPL Financial, where he led and managed all aspects of the deal process throughout the entire lifecycle, including sourcing, due diligence, execution, closing, and integration activities. While at LPL Financial, Zach launched their sell-side M&A offering and strategy to help advisors successfully execute on strategic transactions.
Furthermore, Zach has completed many M&A transactions participating in buy-side and sell-side due diligence projects in roles at Tide Rock Holdings and FOCUS Investment banking.
Alaris represents an innovative model for firms interested in pursuing a partnership with a larger RIA, the buyer advisor. Essentially, Alaris is hired by clients to find ideal fits for their unique culture and model, so it does the same work as a seller advisor, but its clients pay 100% of the Alaris fee. This saves would-be sellers hundreds of thousands of dollars in standard M&A fees charged by bankers, and is an efficient way to evaluate multiple buyer firm cultures and deal structures - something like that??
About Alaris Acquisitions
Alaris Acquisitions sources, negotiates and closes new partnership opportunities for dominant local, regional and national wealth management firms that seek to grow via acquisition. For more information, visit alarisacquisitions.com.
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