Alliant Insurance Services Acquires Aldrich Benefits LP

Alliant Insurance Services Acquires Johnson Benefit Planning

June 10, 2025

Insurance

Alliant Insurance Services has acquired Johnson Benefit Planning, an employee benefits consulting firm with offices in Bend and West Linn, Oregon. The acquisition strengthens Alliant's presence and capabilities in the Pacific Northwest by adding Johnson Benefit Planning's consulting expertise and client relationships.

Alliant Insurance Services Acquires PBC Insurance Employee Benefits Division

January 3, 2024

Insurance

Alliant Insurance Services has acquired the Employee Benefits Division of Eugene, Oregon-based PBC Insurance, with the entire benefits team joining Alliant and continuing to serve clients from Eugene. The deal expands Alliant’s employee benefits capabilities and strengthens its Pacific Northwest footprint; terms were not disclosed.

Alliant Insurance Services Acquires Polley Insurance and Risk Management

December 7, 2022

Insurance

Alliant Insurance Services has acquired Polley Insurance and Risk Management, expanding Alliant's presence and capabilities in the Sacramento region. Polley — a 21-year-old independent insurance brokerage focused on commercial insurance, risk management, employee benefits and personal insurance — will continue to operate from its Gold River, California headquarters; terms were not disclosed.

Alliant Insurance Services Acquires Biggs Insurance Services

September 2, 2021

Insurance

Alliant Insurance Services has acquired Biggs Insurance Services, a Vancouver, Washington-based insurance agency with a team of nearly 60 professionals. The acquisition expands Alliant's Pacific Northwest footprint and brings Biggs’ commercial, personal, and employee benefits capabilities onto Alliant’s national platform; terms were not disclosed.

Alliant Insurance Services Acquires Union First

December 9, 2024

Insurance

Alliant Insurance Services has acquired Union First, a specialized benefits consulting and third‑party administrator serving public safety labor associations (police, firefighters and deputy sheriffs). Union First will join Alliant’s Employee Benefits Group – West Region to expand Alliant’s benefits and trust administration capabilities for first responders; financial terms were not disclosed.

Prime Pensions Acquires Aldrich Retirement Solutions (Carve-Out)

August 15, 2022

Financial Services

Prime Pensions, a Mill Point Capital portfolio company, completed a carve-out acquisition of Aldrich Retirement Solutions, an Oregon-based retirement plan design, administration and consulting firm. The deal expands Prime Pensions' geographic presence in the Western United States and adds retirement plan compliance, administration and actuarial capabilities to its platform.