M&A Deal Summary

Alera Group Acquires Walker Higgins Associates

On December 19, 2017, Alera Group acquired insurance company Walker Higgins Associates

Acquisition Highlights
  • This is Alera Group’s 20th transaction in the Insurance sector.
  • This is Alera Group’s 27th transaction in the United States.
  • This is Alera Group’s 1st transaction in South Carolina.

M&A Deal Summary
Date 2017-12-19
Target Walker Higgins Associates
Sector Insurance
Buyer(s) Alera Group
Deal Type Add-on Acquisition

Target

Walker Higgins Associates

Spartanburg, South Carolina, United States
Walker Higgins Associates LLC is a provider of strategic employee benefits solutions. Walker Higgins Associates LLC is based in Spartanburg, South Carolina.

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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 27 of 140
Sector (Insurance) 20 of 115
Type (Add-on Acquisition) 27 of 137
State (South Carolina) 1 of 1
Country (United States) 27 of 140
Year (2017) 27 of 27
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-12-19 Armstrong/Robitaille/Riegle Business and Insurance Solutions

Irvine, California, United States

Armstrong/Robitaille/Riegle Business and Insurance Solutions is a full-service agency offering Commercial property and casualty, risk management, claims management, loss control programs, workers’ compensation, employee benefits, retirement plans, surety and personal lines coverages. Armstrong/Robitaille/Riegle Business and Insurance Solutions was established in 1979 and is based in Irvine, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-01-16 FIRM

Mahwah, New Jersey, United States

FIRM, Inc. is an insurance agency, providing clients with expert, tailored property and casualty insurance. FIRM specializes in unique, comprehensive insurance protection for marinas and boatyards through their exclusive Marina Insurance Program, as well as commercial insurance for all lines of business. FIRM, Inc. was established in 1907 and is based in Mahwah, New Jersey.

Buy -
Mergr

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