Alera Group Acquires TriSure Corporation

Alera Group Acquires HealthSure

April 11, 2024

Insurance

Alera Group, a national insurance and financial services firm headquartered in Deerfield, Illinois, acquired Texas-based HealthSure, an independent insurance agency serving rural healthcare organizations. The acquisition brings HealthSure's healthcare-focused risk consulting and insurance capabilities into Alera's platform; terms were not disclosed.

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 Trinity Advisors Group

May 13, 2025

Financial Services

Alera Group has acquired West Chester-based Trinity Advisors Group, a retirement plan consulting firm, in an asset purchase to expand Alera's Mid-Atlantic retirement plan capabilities. TAG will operate within The Ascent Group, an Alera company; terms were not disclosed.

Alera Group Acquires Insurance Underwriters Ltd.

September 26, 2024

Insurance

Alera Group, a national insurance and financial services firm, announced the acquisition of Insurance Underwriters Ltd. (IUL), an independent insurance agency offering business insurance, surety bonds, personal insurance and employee benefits. The deal is intended to strengthen Alera Group's property & casualty, surety and employee benefits presence in the south-central U.S.; terms were not disclosed.

Alera Group Acquires Alper Services LLC

August 11, 2020

Insurance

Alera Group acquired Alper Services LLC effective August 1, 2020, expanding Alera's presence in Chicago and the Midwest. Alper Services — a Chicago-area insurance broker focused on property & casualty, trade credit, employee benefits and claims services — will join Alera through GCG Financial and continue serving clients in their existing roles; 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.