Alera Group Acquires CLS Healthcare Liability Specialists

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 Keller Insurance Agency

July 22, 2021

Insurance

Alera Group, a national insurance and wealth management firm, has acquired Keller Insurance Agency, a commercial property and casualty insurance brokerage that specializes in senior living and hospice facilities. Keller’s team — led by CEO Russ Keller and affiliated with Rich & Cartmill, Inc. — will continue serving clients; 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 Sheridan Insurance Group

May 10, 2023

Insurance

Alera Group, a national insurance and wealth services firm, has acquired Sheridan Insurance Group, an Austin-based team specializing in professional liability insurance for the healthcare sector. The Sheridan team will remain in their existing roles; terms were not disclosed.

Alera Group Acquires Sutter, McLellan & Gilbreath

January 9, 2023

Insurance

Alera Group, a national insurance and wealth services firm, has acquired Sutter, McLellan & Gilbreath, an independent insurance agency serving Metro Atlanta and statewide Georgia. The acquisition expands Alera Group’s presence in Georgia and adds employee benefits and property & casualty capabilities to its platform; terms were not disclosed.

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.