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  6. Alera Group Acquires Trinity Advisors Group

M&A Deal Summary

Alera Group Acquires Trinity Advisors Group

On May 7, 2025, Alera Group acquired business services company Trinity Advisors Group

Acquisition Highlights
  • This is Alera Group’s 18th transaction in the Business Services sector.
  • This is Alera Group’s 141st transaction in the United States.
  • This is Alera Group’s 17th transaction in Pennsylvania.

M&A Deal Summary
Date 2025-05-07
Target Trinity Advisors Group
Sector Business Services
Buyer(s) Alera Group
Deal Type Add-on Acquisition

Target

Trinity Advisors Group

West Chester, Pennsylvania, United States
Trinity Advisors Group is a retirement plan consulting firm. Trinity Advisors Group was founded in 2006 and is based in West Chester, Pennsylvania.

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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 141 of 141
Sector: Business Services M&A 18 of 18
Type: Add-on Acquisition M&A Deals 138 of 138
State: Pennsylvania M&A 17 of 17
Country: United States M&A 141 of 141
Year: 2025 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-01-15 Healthfirst

Berwyn, Pennsylvania, United States

HealthFirst is a provider of cost management, benefit administration technology, monthly reporting, compliance support and HR support. HealthFirst was established in 1998 and is based in Berwyn, Pennsylvania.

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