January 19, 2022
Alera Group reports it has acquired Foa & Son, an international insurance broker based in New York City. Terms were not disclosed. Founded in 1861, Foa & Son maintains commercial practice groups in multinational clients, food and beverage, real estate …
January 12, 2022
AAdvantage Insurance Group Adds Gracie Diaz as Account Executive AAdvantage Insurance Group has hired Gracie Diaz as its newest Account Executive. In this position, she will work with new and existing clients to evaluate and generate personalized insurance plans. Diaz …
January 7, 2022
Alera Group has acquired Gales Agency, Inc., an independent insurance agency providing a full line of insurance products including home, business, auto and life insurance policies to protect families. Gales Agency, Inc., based in Oceana County, Michigan, proudly represents top-rated …
December 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 insurance, and Medicare. Alera Group is an independent, national insurance and wealth services firm.
December 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 company in Utah. The J&J Benefits team will continue …
December 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 transaction were not announced. CBSI provides group employee benefits, Medicare …
November 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 company based in Scottsdale. The Schwartz Insurance team will relocate …
November 22, 2021
Alera Group, an independent, national insurance and wealth management firm, has acquired Becker Insurance Agency, P.C., an independent insurance agency based in Portage, Michigan. Terms of the transaction were not disclosed. Becker Insurance was established over 50 years ago with …
November 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, industry-specific risk management, surety, loss control, claims and employee benefits. Terms of the …
October 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, inclusion and belonging strategy, management of development and implementation, as well as organizational change. …