M&A Deal Summary

Alera Group Acquires Behling Insurance Agency

On March 11, 2021, Alera Group acquired insurance company Behling Insurance Agency

Acquisition Highlights
  • This is Alera Group’s 77th transaction in the Insurance sector.
  • This is Alera Group’s 88th transaction in the United States.
  • This is Alera Group’s 2nd transaction in Utah.

M&A Deal Summary

Date 2021-03-11
Target Behling Insurance Agency
Sector Insurance
Buyer(s) Alera Group
Deal Type Add-on Acquisition

Target

Behling Insurance Agency

Payson, Utah, United States
Behling Insurance Agency provides comprehensive personal and commercial property and casualty insurance solutions. Behling Insurance Agency is based in Payson, Utah.

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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 88 of 138
Sector (Insurance) 77 of 114
Type (Add-on Acquisition) 87 of 135
State (Utah) 2 of 3
Country (United States) 88 of 138
Year (2021) 3 of 23
PREVIOUS DEAL
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 -
FOLLOWING DEAL
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 -