M&A Deal Summary

Alera Group Acquires Fringe Benefit Analysts

On July 28, 2021, Alera Group acquired insurance company Fringe Benefit Analysts

Acquisition Highlights
  • This is Alera Group’s 83rd transaction in the Insurance sector.
  • This is Alera Group’s 94th transaction in the United States.
  • This is Alera Group’s 3rd transaction in Utah.

M&A Deal Summary
Date 2021-07-28
Target Fringe Benefit Analysts
Sector Insurance
Buyer(s) Alera Group
Deal Type Add-on Acquisition

Target

Fringe Benefit Analysts

Layton, Utah, United States
Fringe Benefit Analysts is a full-service insurance, consulting, employee benefits firm that provides educational tools and systems to simplify the benefits process for both employers and employees. Fringe Benefit Analysts was founded in 1970 and is based in Layton, 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 94 of 138
Sector (Insurance) 83 of 114
Type (Add-on Acquisition) 93 of 135
State (Utah) 3 of 3
Country (United States) 94 of 138
Year (2021) 9 of 23
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-07-22 Keller Insurance Agency

United States

Keller Insurance Agency is a firm specializing in commercial property and casualty insurance, with a particular focus in senior living facilities.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-07-30 Sitzmann Morris & Boyle

Lafayette, California, United States

SMB is a financial services agency providing wealth-preserving strategies and life insurance products and services nationwide. SMB was founded in 1965 and is based in Lafayette, California.

Buy -
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