M&A Deal Summary

Alera Group Acquires Core Benefit Solutions

On July 20, 2022, Alera Group acquired insurance company Core Benefit Solutions

Acquisition Highlights
  • This is Alera Group’s 103rd transaction in the Insurance sector.
  • This is Alera Group’s 121st transaction in the United States.
  • This is Alera Group’s 3rd transaction in Georgia.

M&A Deal Summary

Date 2022-07-20
Target Core Benefit Solutions
Sector Insurance
Buyer(s) Alera Group
Deal Type Add-on Acquisition

Target

Core Benefit Solutions

Atlanta, Georgia, United States
Core Benefit Solutions is a provider of an employee benefits, compliance and human resource outsourcing. Core Benefit Solutions was founded in 2007 and is based in Atlanta, Georgia.

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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 121 of 140
Sector (Insurance) 103 of 115
Type (Add-on Acquisition) 119 of 137
State (Georgia) 3 of 6
Country (United States) 121 of 140
Year (2022) 13 of 23
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-07-19 Noyle Johnson Group

Montpelier, Vermont, United States

Noyle Johnson Group is an Independent Insurance Agency serving Central Vermont and the Northeast Kingdom with two offices in Montpelier and Danville. The group represents over 13 insurance companies and is committed to providing you with the coverage you need at a price you can afford. It offers all lines of coverage including Homeowner's Insurance, Personal Auto Insurance, and all lines of Commercial Insurance from Businessowner's policies to Workers Compensation. Noyle Johnson Group is based in Montpelier, Vermont.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-08-01 Johnson Brunetti

Wethersfield, Connecticut, United States

Johnson Brunetti is a retirement and investment specialist based in Connecticut with eight offices in the Northeast and one in Atlanta, Georgia.

Buy -