Alera Group Mergers and Acquisitions Summary

InsuranceCompany

Alera Group has acquired 101 companies, including 101 in the last 5 years. A total of 1 acquisition came from private equity firms. It has also divested 1 asset.

It’s largest disclosed sale occurred in 2018, when it sold Avon-Dixon Agency to Shore Bancshares for $27M. Alera Group has acquired in 28 different US states, and 2 countries. The Company’s most targeted sectors include insurance (88%) and business services (9%).

Join Mergr and gain access to Alera Group’s M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the insurance sector.

M&A Summary

  • M&A Total Activity102
    • M&A Buy Activity101
    • M&A Sell Activity1
  • Total Sectors Invested 5
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 1

Alera Group

Alera Group

3 Parkway North Suite 500,
Deerfield, Illinois 60015
United States,
(847) 582-4501
www.aleragroup.com

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.


M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (20.2/yr) # - 27 29 15 15 15 101
Sell (0.2/yr) # - - 1 - - - 1
vol $27M $27M
  102

Most Recent M&A

Company Date Value Type
Bagwell & Bagwell Insurance 2021-10-29 - Add-on Acquisition
Raleigh, North Carolina · www.bagwellandbagwellins.com
Blue Communications, Inc. 2021-10-29 - Add-on Acquisition
Hollywood, California · www.bluecommunications.com
The Brokerage Commercial Insurance Services, Inc. 2021-09-18 - Add-on Acquisition
Newport Beach, California · www.thebrokerageins.com
Payroll Benefits Group, Inc. 2021-09-18 - Add-on Acquisition
Fort Collins, Colorado · www.sageba.com
Fendley Benefits 2021-09-15 - Add-on Acquisition
Flagstaff, Arizona · www.fendleybenefits.com
Sitzmann Morris & Boyle Insurance Agency LLC 2021-07-30 - Add-on Acquisition
Lafayette, California · www.thesmbgroup.com
Fringe Benefit Analysts 2021-07-28 - Add-on Acquisition
Layton, Utah · www.fbabenefits.com
Keller Insurance Agency 2021-07-22 - Add-on Acquisition
, United States
New England Employee Benefits Co. 2021-07-21 - Add-on Acquisition
Concord, New Hampshire · www.neebco.com
Duryea Agency 2021-04-27 - Add-on Acquisition
Glen Gardner, New Jersey · www.duryeaagency.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 88 (87%) - 1 (100%) 27M (100%)
Business Services 9 (9%) - - -
Financial Services 2 (2%) - - -
Food 1 (1%) - - -
Staffing 1 (1%) - - -
Total 101 - 1 $27M

By Geo

State/Country Buy Value Sell Value
United States 100 - 1 27M
  California 15 - - -
  Pennsylvania 13 - - -
  New York 6 - - -
  Massachusetts 6 - - -
  Illinois 6 - - -
  Nevada 5 - - -
  Colorado 5 - - -
  Maryland 4 - 1 27M
  New Jersey 4 - - -
  Utah 3 - - -
  Texas 3 - - -
  New Hampshire 3 - - -
  Florida 3 - - -
  Arizona 3 - - -
  Wisconsin 2 - - -
  Washington 2 - - -
  Tennessee 2 - - -
  Oregon 2 - - -
  Ohio 2 - - -
  North Carolina 2 - - -
  Connecticut 2 - - -
  Virginia 1 - - -
  South Carolina 1 - - -
  Oklahoma 1 - - -
  Michigan 1 - - -
  Georgia 1 - - -
  Arkansas 1 - - -
United Kingdom 1 - - -
Domestic 100 (99%) - 1 (100%) 27M (100%)
Cross-border 1 (1%) - - -
Total 101 - 1 $27M

Deal Values

sell # Total
< $100M 1 $27M
TOTAL $27M
Largest Avon-Dixon Agency, Inc.
$27M (2018-12-17)

M&A Connections

Deals
Acquired from
Investor(s)
1%
1 (1%)
Strategic(s)
1%
1 (1%)
Divested to
Strategic(s)
100%
1 (100%)

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