Succession Planning Opportunities Allegiant Private Advisors has experienced recent leadership growth, with key principals such as Kristina Eastmond and Melissa Walsh being named in leadership roles. As the firm continues to expand, there may be opportunities to provide succession planning or leadership development solutions to support their growth trajectory.

Tech Stack Enhancement The company's current use of cloud and web technologies indicates an openness to digital solutions. Business development efforts can focus on advanced financial technology integrations, cybersecurity solutions, or client engagement platforms to enhance their personalized service offerings.

Market Expansion Potential With a focus on high-net-worth families and foundations within Sarasota, Florida, Allegiant might be looking to expand or optimize their geographic footprint or client segmentation. Sales opportunities could include bespoke wealth management tools or regional marketing services.

Asset Growth and Scaling Having achieved recognition as a Top Firm by Assets Under Management, Allegiant's growth suggests demand for scalable infrastructure, compliance tools, or advanced analytics platforms to support further asset expansion and operational efficiency.

Acquisition & Integration Following the acquisition by Mariner Wealth Advisors for $1 billion, there may be integration and post-merger advisory needs. Opportunities include consultancy on technology integration, staff training, or unified client management systems to facilitate seamless transitions.