M&A Deal Summary

Alera Group Acquires The Brokerage Commercial Insurance Services

On September 18, 2021, Alera Group acquired insurance company The Brokerage Commercial Insurance Services

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 14th transaction in California.

M&A Deal Summary

Date 2021-09-18
Target The Brokerage Commercial Insurance Services
Sector Insurance
Buyer(s) Alera Group
Deal Type Add-on Acquisition

Target

The Brokerage Commercial Insurance Services

Newport Beach, California, United States
website
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.

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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 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
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
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 -
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 -