M&A Deal Summary

Alera Group Acquires Noyle Johnson Group

On July 19, 2022, Alera Group acquired insurance company Noyle Johnson Group

Acquisition Highlights
  • This is Alera Group’s 102nd transaction in the Insurance sector.
  • This is Alera Group’s 120th transaction in the United States.
  • This is Alera Group’s 1st transaction in Vermont.

M&A Deal Summary
Date 2022-07-19
Target Noyle Johnson Group
Sector Insurance
Buyer(s) Alera Group
Deal Type Add-on Acquisition

Target

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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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 120 of 139
Sector (Insurance) 102 of 114
Type (Add-on Acquisition) 118 of 136
State (Vermont) 1 of 1
Country (United States) 120 of 139
Year (2022) 12 of 23
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-07-14 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.

Buy -
FOLLOWING 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 -
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