Alera Group Acquires Trimble-Batjer

Alera Group Acquires Barkley Risk Management & Insurance

April 1, 2020

Financial Services

Alera Group acquired Barkley Risk Management & Insurance effective April 1, 2020. The acquisition expands Alera's presence into coastal California and strengthens its agriculture risk management capabilities; terms were not disclosed.

Alera Group Acquires CBM Insurance Agency

December 14, 2023

Insurance

Alera Group, a national insurance and financial services firm based in Deerfield, Illinois, has acquired Delaware-based CBM Insurance Agency. The deal brings CBM’s commercial, personal and life & health insurance business — which serves clients across Delaware, Maryland, Pennsylvania and New Jersey — into Alera’s national platform; 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 Bondar Insurance Group

January 1, 2021

Insurance

Alera Group acquired Bondar Insurance Group, Inc., effective January 1, 2021. Bondar, an Oak Brook, Illinois-based insurance brokerage with specialty expertise in the trucking vertical (cargo/freight, trailer interchange, warehousing), will continue serving clients in their existing roles while supporting Alera’s expansion of its property & casualty practice; 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 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.