M&A Deal Summary

Alera Group Acquires Davidson Benefits Planning

On February 7, 2018, Alera Group acquired business services company Davidson Benefits Planning

Acquisition Highlights
  • This is Alera Group’s 6th transaction in the Business Services sector.
  • This is Alera Group’s 32nd transaction in the United States.
  • This is Alera Group’s 1st transaction in Oregon.

M&A Deal Summary
Date 2018-02-07
Target Davidson Benefits Planning
Sector Business Services
Buyer(s) Alera Group
Deal Type Add-on Acquisition

Target

Davidson Benefits Planning

Tigard, Oregon, United States
Davidson Benefits Planning LLC is a creation and maintenance of a full complement of employee benefit programs. Davidson Benefits Planning LLC was established in 1983 and is based in Tigard, Oregon.

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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 32 of 140
Sector (Business Services) 6 of 17
Type (Add-on Acquisition) 32 of 137
State (Oregon) 1 of 2
Country (United States) 32 of 140
Year (2018) 5 of 28
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-02-07 Aisling Partners Insurance Brokerage

Worcester, Massachusetts, United States

Aisling Partners Insurance Brokerage LLC is an independent employee benefits brokerage and consulting firm that provides advice, guidance and counsel to clients. Aisling Partners Insurance Brokerage LLC was established in 2002 and is based in Worcester, Massachusetts.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-02-13 Wilson Albers & Company

Anchorage, Arkansas, United States

Wilson Albers & Company LLC is a provider of employment resources in the areas of insurance, retirement and human resources. Wilson Albers & Company LLC is based in Anchorage, Arkansas.

Buy -
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