M&A Deal Summary

Alera Group Acquires Sage Benefit Advisors

On September 18, 2021, Alera Group acquired insurance company Sage Benefit Advisors

Acquisition Highlights
  • This is Alera Group’s 88th transaction in the Insurance sector.
  • This is Alera Group’s 99th transaction in the United States.
  • This is Alera Group’s 5th transaction in Colorado.

M&A Deal Summary
Date 2021-09-18
Target Sage Benefit Advisors
Sector Insurance
Buyer(s) Alera Group
Deal Type Add-on Acquisition

Target

Sage Benefit Advisors

Fort Collins, Colorado, United States
website
Sage Benefit Advisors is a premier health insurance agency that offers free health insurance consulting and enrollment support for individuals, families, and businesses. Sage Benefit Advisors is based in Fort Collins, Colorado.

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Buyer(S) 1

Buyer

Alera Group

Deerfield, Illinois, United States

website

Category Company
Founded 2016
Sector Insurance
DESCRIPTION

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.

DEAL STATS #
Overall 99 of 136
Sector (Insurance) 88 of 113
Type (Add-on Acquisition) 97 of 133
State (Colorado) 5 of 5
Country (United States) 99 of 136
Year (2021) 14 of 23
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-09-18 The Brokerage Commercial Insurance Services

Newport Beach, California, United States

The Brokerage Commercial Insurance Services is a commercial insurance brokerage firm specializing in general liability, property, commercial automobile, and workers’ compensation insurance. The Brokerage Commercial Insurance Services is based in Newport Beach, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-10-29 Bagwell & Bagwell Insurance

Raleigh, North Carolina, United States

Bagwell & Bagwell Insurance is a property and casualty agency providing risk management and personal and commercial insurance to clients from the coast to the mountains of North Carolina. Bagwell & Bagwell Insurance was founded in 1919 and is based in Raleigh, North Carolina.

Buy -
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