Alera Group Acquires Sitzmann Morris & Boyle Insurance Agency

July 30, 2021

Alera Group has acquired Sitzmann Morris & Boyle (SMB) Insurance Agency, a California-based firm specializing in life insurance programs and wealth-preserving strategies. The deal expands Alera's wealth management capabilities and geographic reach; terms were not disclosed.

Buyers
Alera Group
Targets
Sitzmann Morris & Boyle Insurance Agency
Location
California, United States
Transaction Type
Buyout

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