Tracked deals
76
76 tracked deals across 2017-2025.
Operating Company
Financial Services
Alera Group
Deerfield, Illinois, United States
Alera Group is a national insurance and financial services firm delivering risk management and insurance solutions along with employee benefits, property & casualty coverage, retirement plan services, and wealth management through a network of offices and affiliated agencies.
- Focus Areas
- Employee benefits brokerage, Property & casualty insurance brokerage, Retirement plan services
- Website
- aleragroup.com
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Buyout
60 buyout · 14 addon · 1 divestiture
Alera Group Acquisition Volume by Year
Last 9 years
Supporting Data
Recent Transactions
Showing the 12 most recent of 76 tracked deals for Alera Group.
-
May 13, 2025
- Buyer
- Alera Group
- Target
- Trinity Advisors Group
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
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.
-
September 26, 2024
- Buyer
- Alera Group
- Target
- Insurance Underwriters Ltd.
- Industry
- Insurance
- Location
- Louisiana, United States
- Type
- Buyout
Alera Group, a national insurance and financial services firm, announced the acquisition of Insurance Underwriters Ltd. (IUL), an independent insurance agency offering business insurance, surety bonds, personal insurance and employee benefits. The deal is intended to strengthen Alera Group's property & casualty, surety and employee benefits presence in the south-central U.S.; terms were not disclosed.
-
September 5, 2024
- Buyer
- Alera Group
- Target
- Advanced Capital Group
- Industry
- Financial Services
- Location
- Minnesota, United States
- Type
- Buyout
Alera Group, a national insurance and financial services firm based in Deerfield, Illinois, has acquired Minnesota-based Advanced Capital Group (ACG). The deal adds $24 billion in retirement plan and wealth assets to Alera's Retirement and Wealth Services business (bringing the division to $45 billion); terms were not disclosed.
-
May 9, 2024
- Buyer
- Alera Group
- Target
- Trimble-Batjer
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Buyout
Alera Group, a national insurance and financial services firm, has acquired Texas-based insurance agency Trimble-Batjer. The acquisition expands Alera Group’s national footprint and brings Trimble-Batjer’s local risk management and insurance capabilities into Alera’s platform; terms were not disclosed.
-
April 11, 2024
- Buyer
- Alera Group
- Target
- HealthSure
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Buyout
Alera Group, a national insurance and financial services firm headquartered in Deerfield, Illinois, acquired Texas-based HealthSure, an independent insurance agency serving rural healthcare organizations. The acquisition brings HealthSure's healthcare-focused risk consulting and insurance capabilities into Alera's platform; terms were not disclosed.
-
January 18, 2024
- Buyer
- Alera Group
- Target
- CLS Healthcare Liability Specialists
- Industry
- Insurance
- Location
- Florida, United States
- Type
- Buyout
Alera Group, a national insurance and financial services firm based in Deerfield, Illinois, has acquired Florida-based CLS Healthcare Liability Specialists, an independent agency specializing in medical malpractice and healthcare liability insurance. The CLS team will remain in their roles as Alera expands its Healthcare Liability capabilities to better serve physicians, locum tenens and nurse staffing firms, and other healthcare organizations; terms were not disclosed.
-
December 14, 2023
- Buyer
- Alera Group
- Target
- CBM Insurance Agency
- Industry
- Insurance
- Location
- Delaware, United States
- Type
- Addon
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.
-
December 12, 2023
- Buyer
- Alera Group Retirement Plan Services, Benefit Commerce Group (BCG), Alera Group
- Target
- Fraser Group
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Alera Group Retirement Plan Services, a division of Alera Group, has acquired Fraser Group, a retirement plan consulting practice led by industry veteran George Fraser. Fraser and his Scottsdale, Arizona–based team will join Benefit Commerce Group's retirement plan services division (an Alera Group company) to strengthen Alera's retirement plan capabilities; terms were not disclosed.
-
October 17, 2023
- Buyer
- Alera Group
- Target
- Brio Benefits
- Industry
- Insurance
- Location
- New York, United States
- Type
- Buyout
Alera Group, a national insurance and financial services firm based in Deerfield, Illinois, has acquired Brio Benefits, an employee benefits and retirement plan consulting firm headquartered in New York. The Brio team will remain in their existing roles and the acquisition is intended to strengthen Alera Group's employee benefits capabilities and deliver expanded resources to clients; terms were not disclosed.
-
September 13, 2023
- Buyer
- Alera Group
- Target
- jweinland Group Benefits
- Industry
- Insurance
- Location
- Louisiana, United States
- Type
- Buyout
Alera Group has acquired jweinland Group Benefits, a Shreveport-based full-service employee benefits firm that specializes in group benefits and self-funded insurance plans. The deal expands Alera Group’s employee benefits capabilities and footprint in Louisiana; jweinland’s team will continue serving clients in their existing roles and terms were not disclosed.
-
May 10, 2023
- Buyer
- Alera Group
- Target
- Sheridan Insurance Group
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Buyout
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.
-
April 10, 2023
- Buyer
- Alera Group
- Target
- Wilson, Washburn & Forster Insurance
- Industry
- Insurance
- Location
- Florida, United States
- Type
- Buyout
Alera Group, a national insurance and wealth services firm headquartered in Deerfield, Illinois, has acquired Wilson, Washburn & Forster Insurance, a Miami-based property and casualty insurance agency founded in 1961. The small regional agency will continue serving clients under its existing team; terms were not disclosed.
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Acquisitions in California
6 tracked deals by Alera Group.
Acquisitions in Florida
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Acquisitions in Georgia
5 tracked deals by Alera Group.
Acquisitions in Texas
5 tracked deals by Alera Group.
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