Alera Wealth Services - M&A Summary and Business Overview

Financial ServicesCompany

Alera Wealth Services M&A Summary

Alera Wealth Services has acquired 1 company, including 1 in the last 5 years.

Alera Wealth Services has acquired in 1 US state. The Company’s most targeted sectors include insurance (100%).

Alera Wealth Services Business Overview

Where is Alera Wealth Services headquartered?

Alera Wealth Services is headquartered in Deerfield, Illinois.

What sector is Alera Wealth Services in?

Alera Wealth Services is a financial services company.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Alera Wealth Services

Alera Group Wealth Services

Deerfield, Illinois
United States,
wealthservices.aleragroup.com

Alera Group Wealth Services is dedicated to enhancing the financial security of clients through a holistic suite of services to address the financial planning, investment and wealth management needs of individuals and families. Alera Group Wealth Services is based in Deerfield, Illinois.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - 1 - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Benson Blackburn LLC 2022-11-02 - Add-on Acquisition
Naples, Florida · www.bensonblackburn.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Florida 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

Subsidiary of

Alera Group

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Related Lists for Alera Wealth Services

Illinois Companies , Financial Services Companies , United States Companies , Illinois Financial Services Companies , Illinois Financial Services with Acquisitions , Illinois Financial Services with Divestitures

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