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
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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