M&A Deal Summary

Alera Group Acquires Johnson Brunetti

On August 1, 2022, Alera Group acquired insurance company Johnson Brunetti

Acquisition Highlights
  • This is Alera Group’s 104th transaction in the Insurance sector.
  • This is Alera Group’s 122nd transaction in the United States.
  • This is Alera Group’s 3rd transaction in Connecticut.

M&A Deal Summary
Date 2022-08-01
Target Johnson Brunetti
Sector Insurance
Buyer(s) Alera Group
Deal Type Add-on Acquisition
Advisor(s) Park Sutton Advisors (Financial)

Target

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.

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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 122 of 140
Sector (Insurance) 104 of 115
Type (Add-on Acquisition) 120 of 137
State (Connecticut) 3 of 3
Country (United States) 122 of 140
Year (2022) 14 of 23
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-07-20 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.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-08-04 Jowers-Sklar Insurance

Rome, Georgia, United States

Jowers-Sklar Insurance is a full-service insurance agency with customers all over Georgia and the Southeast. JSI specializes in Property & Casualty Insurance with experience personel eager to accomplish the objective of being a part of a client's life or the life of the business. Jowers-Sklar Insurance is based in Rome, Georgia.

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