Alera Group Acquires Sutter, McLellan & Gilbreath

Alera Group Acquires Six Independent Agencies

January 27, 2022

Financial Services

Alera Group announced the acquisition of six agencies — Cate-Russell Insurance, Foa & Son, Gales Agency, Heritage Risk Management, Vital Incite and Webber & Grinnell — effective December 31, 2021. The additions expand Alera’s geographic footprint and bolster its employee benefits, property & casualty, wealth services and healthcare analytics capabilities across the United States; 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 Sitzmann Morris & Boyle Insurance Agency

July 30, 2021

Wealth Management

Alera Group has acquired Sitzmann Morris & Boyle (SMB) Insurance Agency, a California-based firm specializing in life insurance programs and wealth-preserving strategies. The deal expands Alera's wealth management capabilities and geographic reach; 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 Georgetown Insurance Service

March 1, 2020

Insurance

Alera Group acquired Georgetown Insurance Service, Inc., a Silver Spring, Maryland-based property & casualty and employee benefits agency, effective March 1, 2020. Georgetown Insurance will continue serving its clients and join Alera’s national network to expand Alera’s P&C presence in the greater Washington, D.C. area; terms were not disclosed.

Alera Group Acquires Murray Insurance Agency

October 19, 2022

Insurance

Alera Group, a national insurance and wealth services firm, has acquired Murray Insurance Agency, a Florida-based health insurance agency founded in 1981. The acquisition brings Murray's individual, Medicare and group insurance capabilities and client relationships into Alera's national platform; terms were not disclosed and the Murray team will remain in their current roles.