Alera Group Acquires Barkley Risk Management & Insurance

Alera Group Acquires Legacy Risk & Insurance Services, LLC

December 3, 2020

Insurance

Alera Group has acquired Legacy Risk & Insurance Services, LLC, expanding Alera's property and casualty capabilities and California footprint effective October 1, 2020. Legacy Risk, based in Walnut Creek, California, will continue serving clients with its existing team; terms were not disclosed.

Alera Group Acquires Three Regional Insurance Firms

December 19, 2017

Insurance

Alera Group completed three add-on acquisitions effective December 1, 2017, acquiring Armstrong/Robitaille/Riegle Business and Insurance Solutions (Irvine, CA), Hallberg Commercial Insurers, Inc. (Oak Brook, IL), and the employee benefits division of Walker Higgins Associates (Spartanburg, SC). The acquisitions expand Alera Group’s regional footprints in southern California, the Chicago area, and South Carolina and increase its nationwide network of employee benefits, P&C, risk management and wealth management firms.

Alera Group Acquires Trimble-Batjer

May 9, 2024

Insurance

Alera Group, a national insurance and financial services firm, has acquired Texas-based insurance agency Trimble-Batjer. The acquisition expands Alera Group’s national footprint and brings Trimble-Batjer’s local risk management and insurance capabilities into Alera’s platform; terms were not disclosed.

Alera Group Acquires McSherry & Hudson Insurance Services

November 16, 2021

Financial Services

Alera Group, a national insurance and wealth management firm, has acquired McSherry & Hudson Insurance Services, an independent insurance brokerage based in Watsonville, California. The acquisition expands Alera Group's capabilities and industry-specific risk management expertise in agriculture, construction and real estate across Central and Northern California; terms were not disclosed.

Alera Group Acquires Bondar Insurance Group

January 1, 2021

Insurance

Alera Group acquired Bondar Insurance Group, Inc., effective January 1, 2021. Bondar, an Oak Brook, Illinois-based insurance brokerage with specialty expertise in the trucking vertical (cargo/freight, trailer interchange, warehousing), will continue serving clients in their existing roles while supporting Alera’s expansion of its property & casualty practice; terms were not disclosed.

Alera Group Acquires CBM Insurance Agency

December 14, 2023

Insurance

Alera Group, a national insurance and financial services firm based in Deerfield, Illinois, has acquired Delaware-based CBM Insurance Agency. The deal brings CBM’s commercial, personal and life & health insurance business — which serves clients across Delaware, Maryland, Pennsylvania and New Jersey — into Alera’s national platform; terms were not disclosed.