M&A Deal Summary |
|
|---|---|
| Date | 2022-09-13 |
| Target | jweinland Group Benefits |
| Sector | Insurance |
| Buyer(s) | Alera Group |
| Deal Type | Add-on Acquisition |
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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 | 128 of 140 |
| Sector (Insurance) | 107 of 115 |
| Type (Add-on Acquisition) | 125 of 137 |
| State (Louisiana) | 1 of 1 |
| Country (United States) | 128 of 140 |
| Year (2022) | 20 of 23 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-09-12 |
ARISTA Consulting
Atlanta, Georgia, United States ARISTA Consulting is a full-service employee benefit, retirement, and financial planning consulting firm. ARISTA Consulting was founded in 2005 and is based in Atlanta, Georgia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-10-17 |
Haylor Freyer & Coon
Syracuse, New York, United States Haylor, Freyer & Coon is an insurance agency providing insurance and risk management solutions. Haylor, Freyer & Coon was founded in 1928 and is based in Syracuse, New York. |
Buy | - |
