M&A Deal Summary

Alera Group Acquires Trimble-Batjer

On May 9, 2024, Alera Group acquired insurance company Trimble-Batjer

Acquisition Highlights
  • This is Alera Group’s 114th transaction in the Insurance sector.
  • This is Alera Group’s 137th transaction in the United States.
  • This is Alera Group’s 7th transaction in Texas.

M&A Deal Summary
Date 2024-05-09
Target Trimble-Batjer
Sector Insurance
Buyer(s) Alera Group
Deal Type Add-on Acquisition

Target

Trimble-Batjer

San Angelo, Texas, United States
website
Trimble-Batjer is a provider of risk management strategies and comprehensive insurance coverage. Trimble-Batjer was founded in 1883 and is based in San Angelo, Texas.

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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 137 of 137
Sector (Insurance) 114 of 114
Type (Add-on Acquisition) 134 of 134
State (Texas) 7 of 7
Country (United States) 137 of 137
Year (2024) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-04-11 HealthSure

Austin, Texas, United States

HealthSure is an independent agency that provides risk consulting and insurance solutions to rural healthcare organizations. HealthSure was formed in 1998 and is based in Austin, Texas.

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