Latest Alera Group Headlines
All the headlines from our Alera Group Topic Page, ordered by recency.
Alera Group Acquires New Jersey’s Customized Benefit Solutions
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...
Alera Group Acquires Schwartz Insurance Agency in Arizona
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...
Alera Group Acquires California’s McSherry & Hudson Insurance Services
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,...
Alera Group Acquires Bagwell, One of Oldest North Carolina Agencies
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...
Alera Group Acquired Blue Communications in California
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,...
Alera Group Acquires Fendley Benefits in Arizona
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...
People Moves: Petty Named VP at Alera Group; Kapelka Joins IIAT
Sep 9 2021 // Alera Group 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...
Alera Group in Illinois Merges with Propel in Washington
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...
Alera Group Acquires Sage Benefit Advisors in Colorado
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...
Alera Group Acquires Third-Party Administrator Related Risk
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...
Alera Group Acquires Risk Consulting Partners
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...
Alera Group Acquires Oklahoma’s Keller Insurance Agency
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...
Alera Group Acquires Louisiana’s AGM Benefit Solutions
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,...
Alera Group Acquires Direct Benefits in Minnesota
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...
Alera Group Acquires Employee Benefits Division of Lamb Insurance Services
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...
Alera Group Acquires California’s Adamson & McGoldrick Insurance
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...
People Moves: Global Indemnity Group Names Charlton CEO; DUAL Hires Marchica; Floyd to Alera Group
Apr 29 2021 // DUAL Transactional Risk Hires Marchica as Vice President for New York Team DUAL Transactional Risk, the newest underwriting team at DUAL North America, has hired Megan Marchica as vice president for its New York-based...
Alera Group Acquires New Jersey’s Duryea Agency
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...
Alera Group Acquires New York’s The Waterford Group
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...
Alera Group Acquires E3 Outsource of Florida, Launches National Employee Benefits Helpline
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...
