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Newly Formed Alera Group Brings Together 24 Employee Benefits, Property/Casualty, Risk Management and Wealth Management Firms

A historic M&A deal creates the nation’s 14th largest privately held insurance firm and 7th largest privately held employee benefits firm

January 4, 2017 — Today, 24 independent employee benefits, property/casualty, risk management and wealth management firms announced that they have joined to form Alera Group, an independent national insurance brokerage and wealth management firm with over 20,000 clients. The new organization has $158 million in annual revenues and more than 750 employees in 40 offices across 15 states. This merger marks the first time that 24 independent firms in this industry have combined forces.

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