Investment Summary

Alera Group Invests In Archer Roose

On August 4, 2022, Alera Group invested in beverage company Archer Roose

Investment Highlights
  • This is Alera Group’s 1st transaction in the Beverages sector.
  • This is Alera Group’s 125th transaction in the United States.
  • This is Alera Group’s 8th transaction in Massachusetts.

Investment Summary
Date 2022-08-04
Target Archer Roose
Sector Beverages
Investor(s) Alera Group
Deal Type Stake Purchase

Target

Archer Roose

Boston, Massachusetts, United States
Archer Roose is an accessible luxury wine brand focused on offering consciously-crafted, worldly wines to a new generation of legal drinking age (LDA) wine drinkers. Archer Roose comprises an award-winning portfolio of wines that have been highlighted in Wine Spectator. The brand is currently distributed in 46 states, and can be found in major retailers like Kroger, Eataly, and Mariano’s. Archer Roose was formed in 2015 and is based in Boston, Massachusetts.

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Investor(S) 1

Investor

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 125 of 139
Sector (Beverages) 1 of 1
Type (Stake Purchase) 1 of 1
State (Massachusetts) 8 of 9
Country (United States) 125 of 139
Year (2022) 17 of 23
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-08-04 Jowers-Sklar Insurance

Rome, Georgia, United States

Jowers-Sklar Insurance is a full-service insurance agency with customers all over Georgia and the Southeast. JSI specializes in Property & Casualty Insurance with experience personel eager to accomplish the objective of being a part of a client's life or the life of the business. Jowers-Sklar Insurance is based in Rome, Georgia.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-09-06 Greenhill Insurance

Houston, Texas, United States

Greenhill Insurance provides professional liability, errors and omissions liability, employment practices liability, general liability, and hired and non-owned automobile liability coverage. Greenhill Insurance was founded in 2001 and is based in Houston, Texas.

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Mergr

Product

Company

Legal