M&A Deal Summary

Alera Group Acquires Advanced Capital Group

On September 5, 2024, Alera Group acquired business services company Advanced Capital Group

Acquisition Highlights
  • This is Alera Group’s 16th transaction in the Business Services sector.
  • This is Alera Group’s 138th transaction in the United States.
  • This is Alera Group’s 1st transaction in Minnesota.

M&A Deal Summary
Date 2024-09-05
Target Advanced Capital Group
Sector Business Services
Buyer(s) Alera Group
Deal Type Add-on Acquisition

Target

Advanced Capital Group

Minneapolis, Minnesota, United States
Advanced Capital Group is an institutional investment consultant offering employer-sponsored retirement plans, endowments and foundations, and Native American tribal trusts. It also manages fixed-income portfolios for defined-benefit plans and other institutional clients. Advanced Capital Group is based in Minneapolis, Minnesota.

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Buyer(S) 1

Buyer

Alera Group

Deerfield, Illinois, United States
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 138 of 140
Sector (Business Services) 16 of 17
Type (Add-on Acquisition) 135 of 137
State (Minnesota) 1 of 1
Country (United States) 138 of 140
Year (2024) 4 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-05-09 Trimble-Batjer

San Angelo, Texas, United States

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.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-11-14 Strategic Retirement Plan Consultants

Boston, Massachusetts, United States

Strategic Retirement Plan Consultants provide the process of managing their retirement plan, located in Boston, Massachusetts.

Buy -
Mergr

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