M&A Deal Summary

Alera Group Acquires Fraser Group

On December 12, 2023, Alera Group acquired insurance company Fraser Group

Acquisition Highlights
  • This is Alera Group’s 111th transaction in the Insurance sector.
  • This is Alera Group’s 134th transaction in the United States.
  • This is Alera Group’s 5th transaction in Arizona.

M&A Deal Summary
Date 2023-12-12
Target Fraser Group
Sector Insurance
Buyer(s) Alera Group
Deal Type Add-on Acquisition

Target

Fraser Group

Scottsdale, Arizona, United States
Fraser Group is a retirement plan consulting practice. Fraser Group is based in Scottsdale, 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 134 of 140
Sector (Insurance) 111 of 115
Type (Add-on Acquisition) 131 of 137
State (Arizona) 5 of 5
Country (United States) 134 of 140
Year (2023) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-10-17 Brio Benefits

New York, New York, United States

Brio Benefits is an employee benefits consulting company based in New York, New York.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-01-18 CLS

North Palm Beach, Florida, United States

CLS is an independent agency specializing in creative medical malpractice insurance solutions for physicians, surgeons, hospitals, locum tenens firms, nurse staffing firms and other entities in the healthcare industry. CLS is based in North Palm Beach, Florida.

Buy -
Mergr

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