Alera Group Acquires Advanced Capital Group

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 The Ascent Group

January 4, 2023

Wealth Management

Alera Group, a national insurance, wealth and retirement services firm based in Deerfield, Illinois, acquired Virginia Beach–based The Ascent Group and its affiliated companies (Summit Group and Walsh & Nicholson Financial Group). The deal adds approximately $1.5 billion in RIA assets and $1.3 billion in retirement plan assets to Alera’s wealth and retirement plan services divisions and brings about 42 employees (including 15 advisors) into Alera’s platform.

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 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 Greenhill Insurance Services

September 6, 2022

Insurance

Alera Group has acquired Greenhill Insurance Services, a Texas-based managing general underwriter and program manager that underwrites professional liability programs nationwide. The Greenhill team will remain in place and the acquisition expands Alera’s specialty underwriting and program capabilities; terms were not disclosed.

Alera Group Acquires ARISTA Consulting Group

September 12, 2022

Insurance

Alera Group has acquired ARISTA Consulting Group, an Atlanta-based employee benefits, retirement and financial planning consulting firm. The transaction expands Alera's capabilities in employee benefits and retirement services and strengthens its presence in the Southeast; terms were not disclosed.