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Alera Group - M&A Summary and Business Overview

InsuranceCompany

Alera Group M&A Summary

Alera Group has acquired 141 companies, including 71 in the last 5 years. A total of 2 acquisitions came from private equity firms. It has also divested 2 assets.

It’s largest disclosed sale occurred in 2018, when it sold Avon-Dixon Agency to Shore Bancshares for $27M. Alera Group has acquired in 32 different US states. The Company’s most targeted sectors include insurance (82%) and business services (13%).

Alera Group Business Overview

Where is Alera Group headquartered?

Alera Group is headquartered in Deerfield, Illinois.

What sector is Alera Group in?

Alera Group is an insurance company.

When was Alera Group founded?

Alera Group was founded in 2016.

M&A Summary

  • M&A Total Activity143
    • M&A Buy Activity141
    • M&A Sell Activity2
  • Total Sectors Invested 7
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3
  • M&A Advisors 2

Alera Group

Alera Group, Inc.

3 Parkway North Suite 500,
Deerfield, Illinois 60015
United States,
(847) 582-4501
www.aleragroup.com

Alera Group is an independent insurance and wealth management firm offering comprehensive employee benefits, property and casualty, retirement services, and wealth management solutions to clients nationwide. Alera Group was founded in 2016 and is based in Deerfield, Illinois.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (11.2/yr) # 85 23 23 3 6 1 141
Sell (0.2/yr) # 1 - - - - 1 2
vol $27M $27M
  143

Most Recent M&A

Company Date Value Type
Trinity Advisors Group 2025-05-07 - Add-on Acquisition
West Chester, Pennsylvania · www.trinityadvisorsgroup.com
Healthfirst, Inc. 2025-01-15 - Divestiture
Berwyn, Pennsylvania · www.healthfirst.org
Team Alvarez Insurance Services 2024-11-21 - Add-on Acquisition
Santa Ana, California · www.teamalvarez.net
Strategic Retirement Plan Consultants 2024-11-14 - Add-on Acquisition
Boston, Massachusetts · www.strategicretirementplanconsultants.com
Advanced Capital Group, Inc. 2024-09-05 - Add-on Acquisition
Minneapolis, Minnesota · www.acgbiz.com
Trimble-Batjer Insurance Assoc LLP 2024-05-09 - Add-on Acquisition
San Angelo, Texas · www.trimble-batjer.com
HealthSure 2024-04-11 - Add-on Acquisition
Austin, Texas · www.healthsure.com
CLS Healthcare Liability Specialists 2024-01-18 - Add-on Acquisition
North Palm Beach, Florida · www.cadls.com
Fraser Group 2023-12-12 - Add-on Acquisition
Scottsdale, Arizona
Brio Benefits 2023-10-17 - Add-on Acquisition
New York, New York · www.briobenefits.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 115 (82%) - 1 (50%) 27M (100%)
Business Services 18 (13%) - 1 (50%) -
Financial Services 4 (3%) - - -
Beverages 1 (1%) - - -
Food 1 (1%) - - -
Information Technology 1 (1%) - - -
Staffing 1 (1%) - - -
Total 141 - 2 $27M

By Geo

State/Country Buy Value Sell Value
United States 141 - 2 27M
  California 18 - - -
  Pennsylvania 17 - 1 -
  New York 10 - - -
  Massachusetts 9 - - -
  New Jersey 7 - - -
  Texas 7 - - -
  Illinois 6 - - -
  Georgia 6 - - -
  Nevada 5 - - -
  Florida 5 - - -
  Colorado 5 - - -
  Arizona 5 - - -
  Maryland 4 - 1 27M
  Washington 4 - - -
  New Hampshire 3 - - -
  Michigan 3 - - -
  Connecticut 3 - - -
  Utah 3 - - -
  Tennessee 3 - - -
  North Carolina 2 - - -
  Wisconsin 2 - - -
  Virginia 2 - - -
  Oregon 2 - - -
  Ohio 2 - - -
  Minnesota 1 - - -
  Louisiana 1 - - -
  Indiana 1 - - -
  Arkansas 1 - - -
  Vermont 1 - - -
  South Carolina 1 - - -
  Oklahoma 1 - - -
Total 141 - 2 $27M

Top M&A Advisors

Financial Deals
Evercore Group
 1
Legal Deals
Harrington & McCarthy
 1

Deal Values

sell # Total
< $100M 1 $27M
TOTAL $27M
Largest Avon-Dixon Agency, Inc.
$27M (2018-12-17)

M&A Connections

Deals
Acquired from
Investor(s)
1%
2 (1%)
Strategic(s)
1%
1 (1%)
Divested to
Strategic(s)
100%
2 (100%)

Company Summary

SECTOR

Insurance

Established

2016

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