M&A Deal Summary

Alera Group Acquires Strategic Retirement Plan Consultants

On November 14, 2024, Alera Group acquired business services company Strategic Retirement Plan Consultants

Acquisition Highlights
  • This is Alera Group’s 17th transaction in the Business Services sector.
  • This is Alera Group’s 139th transaction in the United States.
  • This is Alera Group’s 9th transaction in Massachusetts.

M&A Deal Summary
Date 2024-11-14
Target Strategic Retirement Plan Consultants
Sector Business Services
Buyer(s) Alera Group
Deal Type Add-on Acquisition

Target

Strategic Retirement Plan Consultants

Boston, Massachusetts, United States
Strategic Retirement Plan Consultants provide the process of managing their retirement plan, located in Boston, Massachusetts.

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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 139 of 139
Sector (Business Services) 17 of 17
Type (Add-on Acquisition) 136 of 136
State (Massachusetts) 9 of 9
Country (United States) 139 of 139
Year (2024) 5 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-09-05 Advanced Capital Group

Minneapolis, Minnesota, United States

Advanced Capital Group is an institutional investment consultant offering employer-sponsored retirement plans, endowments and foundations, and Native American tribal trusts. It also manages fixed-income portfolios for defined-benefit plans and other institutional clients. Advanced Capital Group is based in Minneapolis, Minnesota.

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