M&A Deal Summary |
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Date | 2021-09-18 |
Target | The Brokerage Commercial Insurance Services |
Sector | Insurance |
Buyer(s) | Alera Group |
Deal Type | Add-on Acquisition |
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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 | # |
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Overall | 99 of 135 |
Sector (Insurance) | 88 of 112 |
Type (Add-on Acquisition) | 97 of 132 |
State (California) | 14 of 17 |
Country (United States) | 99 of 135 |
Year (2021) | 14 of 23 |
DATE | TARGET | DEAL TYPE | VALUE |
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2021-09-18 |
Sage Benefit Advisors
Fort Collins, Colorado, United States 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. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
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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 | - |