Alera Group - M&A Summary and Business Overview

InsuranceCompany

Alera Group M&A Summary

Alera Group has acquired 137 companies, including 82 in the last 5 years. A total of 2 acquisitions 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 31 different US states. The Company’s most targeted sectors include insurance (84%) and business services (11%).

Alera Group Business Overview

Where is Alera Group headquartered?

Alera Group is headquartered in Deerfield, Illinois.

What sector is Alera Group in?

Alera Group is an insurance company.

When was Alera Group founded?

Alera Group was founded in 2016.

M&A Summary

  • M&A Total Activity138
    • M&A Buy Activity137
    • M&A Sell Activity1
  • Total Sectors Invested 7
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 2

Alera Group

Alera Group, Inc.

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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (13.4/yr) # 70 15 23 23 3 3 137
Sell (0.0/yr) # 1 - - - - - 1
vol $27M $27M
  138

Most Recent M&A

Company Date Value Type
Trimble-Batjer Insurance Assoc LLP 2024-05-09 - Add-on Acquisition
San Angelo, Texas · www.trimble-batjer.com
HealthSure 2024-04-11 - Add-on Acquisition
Austin, Texas · www.healthsure.com
CLS Healthcare Liability Specialists 2024-01-18 - Add-on Acquisition
North Palm Beach, Florida · www.cadls.com
Fraser Group 2023-12-12 - Add-on Acquisition
Scottsdale, Arizona
Brio Benefits 2023-10-17 - Add-on Acquisition
New York, New York · www.briobenefits.com
The Ascent Group LLC 2023-01-04 - Add-on Acquisition
Virginia Beach, Virginia
Murray Insurance Agency 2022-10-19 - Add-on Acquisition
Kissimmee, Florida · www.murrayins.net
NPC Benefits 2022-10-18 - Add-on Acquisition
Atlanta, Georgia · www.npcbenefits.com
Haylor, Freyer & Coon, Inc. 2022-10-17 - Add-on Acquisition
Syracuse, New York · www.haylor.com
jweinland Group Benefits 2022-09-13 - Add-on Acquisition
Shreveport, Louisiana · www.jweinlandbenefits.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 114 (83%) - 1 (100%) 27M (100%)
Business Services 15 (11%) - - -
Financial Services 4 (3%) - - -
Beverages 1 (1%) - - -
Food 1 (1%) - - -
Information Technology 1 (1%) - - -
Staffing 1 (1%) - - -
Total 137 - 1 $27M

By Geo

State/Country Buy Value Sell Value
United States 137 - 1 27M
  California 17 - - -
  Pennsylvania 16 - - -
  New York 10 - - -
  Massachusetts 8 - - -
  Texas 7 - - -
  New Jersey 7 - - -
  Illinois 6 - - -
  Georgia 6 - - -
  Florida 5 - - -
  Colorado 5 - - -
  Arizona 5 - - -
  Nevada 5 - - -
  Maryland 4 - 1 27M
  Washington 4 - - -
  Connecticut 3 - - -
  Utah 3 - - -
  Tennessee 3 - - -
  New Hampshire 3 - - -
  Michigan 3 - - -
  Wisconsin 2 - - -
  Virginia 2 - - -
  Oregon 2 - - -
  Ohio 2 - - -
  North Carolina 2 - - -
  Louisiana 1 - - -
  Indiana 1 - - -
  Arkansas 1 - - -
  Vermont 1 - - -
  South Carolina 1 - - -
  Oklahoma 1 - - -
Total 137 - 1 $27M

Top M&A Advisors

Financial Deals
Evercore Group
1
Legal Deals
Harrington & McCarthy
1

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%
2 (1%)
Strategic(s)
1%
1 (1%)
Divested to
Strategic(s)
100%
1 (100%)

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