All the headlines from our Alera Group Topic Page, ordered by recency.
Dec 22 2021 // Alera Group acquired Ashbrook-Clevidence Inc. in Santa Ana, California. The Ashbrook-Clevidence team will continue serving clients in its existing roles. Ashbrook-Clevidence provides employee benefits, property/casualty...
Dec 13 2021 // Alera Group acquired J&J Benefits Insurance Agency, an employee benefits consulting and health insurance firm serving clients in Utah and Idaho. J&J Benefits joins Alera Group through Banasky, an Alera Group...
Dec 6 2021 // Alera Group, an independent, national insurance and wealth management firm, acquired Customized Benefit Solutions Inc. (CBSI), an employee benefits and insurance firm based in Hightstown, New Jersey. Terms of the...
Nov 23 2021 // Alera Group acquired Schwartz Insurance Agency in an Arizona. Schwartz Insurance will expand Alera Group’s footprint in Arizona. Schwartz Insurance joins Alera Group through Benefit Commerce Group, an Alera Group...
Nov 15 2021 // Alera Group, an independent, national insurance and wealth management firm, has acquired McSherry & Hudson Insurance Services, an independent, full-service insurance brokerage firm offering property and casualty,...
Nov 1 2021 // Alera Group, a national insurance and wealth management firm, announced it has acquired 102-year-old Bagwell & Bagwell Insurance in North Carolina. Bagwell, founded in 1919, is a property and casualty agency that...
Oct 29 2021 // Alera Group acquired Blue Communications in Hollywood, Calif.Blue Communications is a human resources consulting and communications agency specializing in internal communications, well-being program development, diversity,...
Sep 15 2021 // Alera Group acquired Fendley Benefits in Flagstaff, Ariz.Fendley Benefits joins Alera Group through Benefit Commerce Group, an Alera Group company based in Scottsdale. The Fendley Benefits team will continue serving...
Sep 9 2021 // Insurance and wealth management firm Alera Group named Latischa Petty vice president of total rewards. She is based in Houston.Reporting to Debra Martinez, chief HR officer at Alera Group, Petty will partner with...
Sep 9 2021 // Deerfield, Ill.-based Alera Group Inc. signed a definitive agreement to merge with Propel Insurance Agency headquartered in Tacoma, Wash.Propel’s property/casualty capabilities are expected to bolster Alera...
Aug 25 2021 // Alera Group has acquired Sage Benefit Advisors in Colorado. Terms of the deal were not disclosed. Sage is a l health insurance agency that offers health insurance consulting and enrollment support for individuals, families...
Aug 23 2021 // Alera Group, an independent, national insurance and wealth management firm, acquired Related Risk, a third-party administrator (TPA) that helps insurance companies and employers generate new premiums and profits by...
Aug 13 2021 // Deerfield, Illinois-based Alera Group acquired Risk Consulting Partners (RCP), a firm that specializes in working with private equity firms and assessing risk exposures across all companies in their portfolios.With core...
Jul 23 2021 // Alera Group, an independent, national insurance and wealth management firm based in Deerfield, Illinois, acquired Keller Insurance Agency, a firm specializing in commercial property/casualty insurance, with a particular...
Jul 15 2021 // Deerfield, Ill.-based insurance and wealth management firm, Alera Group, has acquired AGM Benefit Solutions, a provider of voluntary benefits, enrollment services and benefits technology headquartered in Baton Rouge,...
May 19 2021 // Alera Group, an independent, national insurance and wealth management firm based in Deerfield, Illinois, has acquired Direct Benefits Inc., located in Saint Paul, Minnesota.Direct Benefits specializes in insuring...
May 7 2021 // Alera Group, an independent, national insurance and wealth management firm, has acquired the employee benefits division of Lamb Insurance Services, an insurance broker exclusively dedicated to nonprofit and social service...
May 3 2021 // Alera Group, a financial services and risk management company based in Deerfield, Illinois, has acquired Adamson & McGoldrick Insurance Solutions, a strategic advisor providing risk management and benefits strategies...
Apr 29 2021 // DUAL Transactional Risk, the newest underwriting team at DUAL North America, has hired Megan Marchica as vice president for its New York-based team.In this role, Marchica will focus on mergers and acquisitions, related...
Apr 28 2021 // Alera Group, a financial services and risk management company, has acquired Duryea Agency, an insurance agency providing personal insurance and business insurance for clients across New Jersey and beyond. Duryea Agency is...