Alera Group Acquires Trinity Advisors Group
May 13, 2025
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.
- Buyers
- Alera Group
- Targets
- Trinity Advisors Group
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Transaction Type
- Buyout
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