M&A Deal Summary

Alera Group Acquires DFG 401 Advisors

On July 14, 2022, Alera Group acquired business services company DFG 401 Advisors

Acquisition Highlights
  • This is Alera Group’s 13th transaction in the Business Services sector.
  • This is Alera Group’s 119th transaction in the United States.
  • This is Alera Group’s 4th transaction in Arizona.

M&A Deal Summary
Date 2022-07-14
Target DFG 401 Advisors
Sector Business Services
Buyer(s) Alera Group
Deal Type Add-on Acquisition

Target

DFG 401 Advisors

Phoenix, Arizona, United States
DFG 401(k) Advisors is an independent, qualified retirement plan services firm that works with companies and their fiduciaries towards maximizing retirement plan outcomes by increasing effectiveness. For more than 30 years, the company has enabled conscientious companies to effectively scrutinize and benchmark their 401(k) plans with the goal to save money, improve benefits, streamline administration, and importantly, ensuring compliance amid the confusion of changing legislation and regulation. Securities are offered through LPL Financial, member SIPC www.sipc.org. Investment advice is offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC, DFG 401(k) Advisors, and LPL Financial are separate non-affiliated entities. DFG 401(k) Advisors is based in Phoenix, Arizona.

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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 119 of 140
Sector (Business Services) 13 of 17
Type (Add-on Acquisition) 117 of 137
State (Arizona) 4 of 5
Country (United States) 119 of 140
Year (2022) 11 of 23
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-16 Compensation Works

Seattle, Washington, United States

Compensation Works is a national compensation solution company providing data-driven solutions that support business strategies and human capital initiatives. Compensation Works is based in Seattle, Washington.

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FOLLOWING 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.

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