Alera Group Acquires ARISTA Consulting Group

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 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 Advanced Capital Group

September 5, 2024

Financial Services

Alera Group, a national insurance and financial services firm based in Deerfield, Illinois, has acquired Minnesota-based Advanced Capital Group (ACG). The deal adds $24 billion in retirement plan and wealth assets to Alera's Retirement and Wealth Services business (bringing the division to $45 billion); terms were not disclosed.

Alera Group Acquires Austin & Co., Inc.

July 11, 2019

Insurance

Alera Group, a national independent insurance firm based in Deerfield, Illinois, acquired Albany-based Austin & Co., Inc., effective July 1, 2019. The acquisition expands Alera Group's employee benefits and property & casualty capabilities and strengthens its presence in the Northeast; financial terms were not disclosed.

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 Core Benefit Solutions

July 19, 2022

Professional Services

Alera Group, an independent national insurance and wealth services firm, has acquired Core Benefit Solutions, an Atlanta-based employee benefits and HR outsourcing firm. Core Benefit Solutions' team will remain in place to continue serving clients; terms were not disclosed.