All the headlines from our Alera Group Topic Page, ordered by recency.
Apr 23 2021 // Alera Group, a financial services and risk management company, has acquired The Waterford Group, a Rochester, New York-based retirement plan specialist providing consulting and fiduciary services to companies.Following the...
Mar 25 2021 // Alera Group, an employee benefits, financial services and risk management company, has acquired E3 Outsource, an employee benefits management and technology firm. The acquisition became effective March 1, 2021. The E3...
Mar 19 2021 // Deerfield, Ill.-based insurance and financial services firm, Alera Group, has acquired Specialized Insurance Services Agency Inc. (SISA), an independent insurance agency headquartered in Milford, Michigan.SISA provides...
Mar 11 2021 // Alera Group has acquired Behling Insurance Agency Inc. in Utah. Terms of the deal were not disclosed. Behling provides personal and commercial property/casualty insurance solutions across three locations in Utah and...
Jan 21 2021 // Alera Group has acquired CSNW Benefits in Portland, Ore.The CSNW Benefits team will continue serving clients in their existing roles. Terms of the deal were not announced.CSNW Benefits serves clients throughout the...
Dec 17 2020 // Alera Group, an employee benefits, property/casualty, retirement services and wealth management firm based in Deerfield, Ill., has acquired Todd Associates Inc. (Todd Associates), headquartered in Beachwood, Ohio.The...
Dec 4 2020 // Alera Group has acquired Legacy Risk and Insurance Services LLC in California. Legacy Risk is a provider of property/casualty solutions for commercial insurance and private client service offerings. The Legacy Risk team...
Dec 2 2020 // Alera Group, an insurance firm headquartered in Deerfield, Mich., has acquired Lighthouse Group, an independent insurance agency with eight locations through Michigan.The acquisition was effective Dec. 1, 2020. Lighthouse...
Nov 16 2020 // Alera Group, a Deerfield, Ill.-based insurance and financial services firm, has named Brian Parker as vice president of Employee Benefits Technology & Services, effective November 1, 2020. He will be based out of...
Nov 16 2020 // Griffin Owens Insurance Specialists, Leavitt GroupGriffin Owens Insurance Specialists has affiliated with Leavitt Group. Agents and staff will continue to work with clients from their current location following the...
Nov 3 2020 // Insurance and financial services firm, Alera Group, has appointed Debra Martinez as the organization’s chief human resources officer (CHRO).Based in Houston, Martinez will lead the strategic direction of all aspects...
Oct 19 2020 // Alera Group has acquired Gordon Atlantic Insurance Agency, effective October 1, 2020.Gordon Atlantic joins Alera Group through local firm Sylvia Group. The Gordon Atlantic team will continue serving clients in their...
Oct 19 2020 // Reinsurer AXIS Re announced the promotion of Dan Osterrieder to head of Casualty North America. Osterrieder will be responsible for general liability, auto, umbrella and excess, workers’ compensation, professional...
Oct 14 2020 // Alera Group has appointed John Mollica as vice president of Business Intelligence and Transformation, effective October 12, 2020. He will be based out of Norwalk, Conn.In this role, Mollica will be responsible for...
Oct 1 2020 // Deerfield, Ill.-based Alera Group has promoted several employees within the company’s executive leadership team: Brian Caracciolo will assume the role of chief financial officer; and Carolyn L. Cox will assume the...
Sep 10 2020 // Alera Group, a national independent insurance agency based in Deerfield, Illinois, has appointed Tina Hohman as executive vice president and Wealth Management practice leader.In this role, Hohman is responsible for wealth...
Sep 4 2020 // New York-based investment firm The Carlyle Group led a $150 million investment for Deerfield, Illinois-based Alera Group, the property/casualty, employee benefits insurance broker that is privately-held company and backed...
Aug 24 2020 // World Insurance Associates, Millennium Medical Solutions Corp.World Insurance Associates LLC acquired Millennium Medical Solutions Corp. of Armonk, N.Y., on June 1, 2020. Millennium Medical Solutions Corp. is an employee...
Aug 21 2020 // Alera Group, a national employee benefits, property and casualty, retirement services and wealth management firm, has acquired FNL Insurance Group, effective August 1, 2020.For more than 40 years, FNL Insurance Group has...
Aug 21 2020 // Alera Group has acquired Banasky Insurance Inc., which has locations in Price and Draper, Utah.Terms of the deal were not disclosed. Banasky Insurance offers property/casualty insurance solutions for clients, including...