Alera Group Acquires Dickerson Employee Benefits, Courtney Group and Benefit Plan Strategies

Alera Group Acquires Four Regional Benefits and Insurance Firms

October 4, 2017

Insurance

Alera Group completed the acquisition of four regional employee benefits and insurance firms — Axis Benefit Consultants (Westmont, IL), Employer Concept Insurance Services (Irvine, CA), Jeatran Associates (Menomonie, WI) and Simpson McCrady Benefits LLC (Pittsburgh, PA) — effective October 1, 2017. The transactions add more than 50 employees to Alera Group and expand its national footprint across multiple states; terms were not disclosed.

Alera Group Acquires Group Benefits LLC

July 10, 2017

Insurance

Alera Group, a Deerfield, Illinois-based independent insurance firm, has acquired Group Benefits LLC of Memphis, Tennessee, effective July 1, 2017. The acquisition expands Alera Group's middle-market employee benefits presence in the Mid-South and provides Group Benefits clients access to national resources and best practices.

Alera Group Acquires Six Independent Insurance Agencies

December 22, 2021

Insurance

Alera Group, a national insurance and wealth services firm, acquired six independent agencies — Ashbrook-Clevidence, Benefit Design Specialists (BDS), Erich Courant & Co., Heist Insurance Agency, Simkiss & Block and The D.B.L. Center LTD — effective December 1, 2021. The transactions expand Alera Group’s geographic footprint and bolster its property & casualty and employee benefits capabilities across multiple U.S. markets; terms were not disclosed.

Alera Group Acquires Brio Benefits

October 17, 2023

Insurance

Alera Group, a national insurance and financial services firm based in Deerfield, Illinois, has acquired Brio Benefits, an employee benefits and retirement plan consulting firm headquartered in New York. The Brio team will remain in their existing roles and the acquisition is intended to strengthen Alera Group's employee benefits capabilities and deliver expanded resources to clients; terms were not disclosed.

Alera Group Acquires Bailey & Company Benefits Group

December 12, 2018

Insurance

Alera Group, a national independent insurance agency based in Deerfield, Illinois, has acquired Cincinnati-based Bailey & Company Benefits Group, an employee benefits firm. The acquisition expands Alera's employee benefits capabilities and local presence in the Cincinnati market; terms were not disclosed.

Alera Group Acquires Benefit Commerce Group

August 14, 2019

Insurance

Alera Group, a national insurance brokerage and wealth management firm, has acquired Benefit Commerce Group, an employee benefits consulting firm based in Scottsdale, Arizona. Benefit Commerce Group will continue operating under its name as an Alera Group company; terms were not disclosed. The acquisition expands Alera's employee benefits consulting capabilities and strengthens its national footprint.