Latest Alera Group Headlines

All the headlines from our Alera Group Topic Page, ordered by recency.

Alera Group Acquires Michigan’s Specialized Insurance Services Agency

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...

Alera Group Acquires Behling Insurance Agency in Utah

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...

Alera Group Acquires CSNW Benefits in Oregon

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...

Alera Group Acquires Todd Associates in Ohio

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...

Alera Group Acquires Legacy Risk & Insurance Services in California

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...

Alera Group Acquires Michigan Insurance Agency, Lighthouse Group

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...

Alera Group Names Parker as VP of Employee Benefits Technology & Services

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...

Business Moves

Nov 16 2020 // East Griffin Owens Insurance Specialists, Leavitt Group Griffin Owens Insurance Specialists has affiliated with Leavitt Group. Agents and staff will continue to work with clients from their current location following the...

Alera Group Names Martinez in Houston as Chief Human Resources Officer

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...

Alera Group Acquires Massachusetts’ Gordon Atlantic Insurance Agency

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...

People & Places

Oct 19 2020 // National 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,...

Alera Group Appoints Mollica as VP of Business Intelligence and Transformation

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...

Alera Group in Illinois Promotes Corrigan, Caracciolo and Cox

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...

Alera Group Promotes Hohman to EVP, Wealth Management Leader in Illinois

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...

Carlyle Group Leads $150 Million Investment in Alera Group to Fund Acquisitions

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...

Business Moves

Aug 24 2020 // East 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...

Alera Group Acquires Maryland’s FNL Insurance Group

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...

Alera Group Acquires Banasky Insurance in Utah

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...

Alera Group Acquires Alper Services in Illinois

Aug 11 2020 // Deerfield, Illinois-based Alera Group, a national employee benefits, property casualty, retirement services and wealth management firm, has acquired Alper Services LLC in Chicago. The acquisition was effective...

Alera Group Names MarshBerry’s Wochele as VP, Sales Development

Jul 7 2020 // Alera Group has appointed Jim Wochele national vice president of Sales Development. Based in Cleveland, Ohio, Wochele will oversee sales training and development, strategy and execution across the United States. Wochele is...