M&A Deal Summary

Alera Group Acquires Team Alvarez

On November 21, 2024, Alera Group acquired insurance company Team Alvarez

Acquisition Highlights
  • This is Alera Group’s 115th transaction in the Insurance sector.
  • This is Alera Group’s 140th transaction in the United States.
  • This is Alera Group’s 18th transaction in California.

M&A Deal Summary
Date 2024-11-21
Target Team Alvarez
Sector Insurance
Buyer(s) Alera Group
Deal Type Add-on Acquisition

Target

Team Alvarez

Santa Ana, California, United States
Team Alvarez is a full-service field marketing organization specializing in Medicare Advantage and Supplemental Health Insurance. Team Alvarez is based in Santa Ana, California.

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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 140 of 140
Sector (Insurance) 115 of 115
Type (Add-on Acquisition) 137 of 137
State (California) 18 of 18
Country (United States) 140 of 140
Year (2024) 6 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-11-14 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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