M&A Deal Summary |
|
|---|---|
| Date | 2021-03-11 |
| Target | Behling Insurance Agency |
| Sector | Insurance |
| Buyer(s) | Alera Group |
| Deal Type | Add-on Acquisition |
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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 | 88 of 140 |
| Sector (Insurance) | 77 of 115 |
| Type (Add-on Acquisition) | 87 of 137 |
| State (Utah) | 2 of 3 |
| Country (United States) | 88 of 140 |
| Year (2021) | 3 of 23 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-01-14 |
CSNW Benefits
Portland, Oregon, United States CSNW Benefits serves clients throughout the Northwest region, creating tailored employee benefits and retirement services plans. Leveraging compliance tools, HR resources, and outstanding customer services. CSNW Benefits was founded in 1975 and is based in Portland, Oregon. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-03-18 |
Specialized Insurance Services Agency
Charlottesville, Virginia, United States Specialized Insurance Services Agency, Inc. is an independent insurance agency with a focus on assisting professionals and high-net worth individuals. Specialized Insurance Services Agency is based in Charlottesville, Virginia. |
Buy | - |
