National Insurance Firm Alera Group Acquires New Jersey’s Broad Reach Benefits

Article 0 Comments Alera Group, a national insurance firm, has acquired Broad Reach Benefits LLC, effective February 1, 2019. Terms of the transaction were not announced. Broad Reach Benefits, headquartered in Madison, N.J., offers a range of employee benefits services and assists its clients by overseeing the employee benefits process. […]

Alera Group Acquires Whipple & Company of Florida

Article 0 Comments Alera Group, a national insurance firm, has acquired Whipple & Company, effective Feb. 1, 2019. Terms of the transaction were not announced. Whipple & Company, based in Boca Raton, Fla., was founded in late 2016 by Melissa Whipple, who remains managing partner of the firm. The company […]

Alera Group Acquires Ohio Employee Benefits Firm, Bailey & Company

Article 0 Comments Alera Group has acquired Bailey & Company, an employee benefits firm headquartered in Cincinnati, Ohio. Terms of the transaction were not disclosed. Bailey & Company specializes in a wide variety of employee benefit programs. The firm helps its clients – ranging from mid-sized privately held businesses to […]

Alera Group Acquires New Jersey’s CRISP Insurance Advisors, Two Additional Firms

Article 0 Comments Alera Group, a Deerfield, Ill.-based, national employee benefits, property and casualty, risk management and wealth management firm, has acquired three new firms: CRISP Insurance Advisors, Lively Insurance and Loretz Insurance LLC. Terms of the transactions were not disclosed. CRISP Insurance Advisors (CRISP) began operations in 2012 after […]

Alera Group Acquires Distinctive Insurance and GLB in Nevada

Article 0 Comments Alera Group has acquired Distinctive Insurance and GLB Insurance Group of Nevada. Terms of the deals weren’t disclosed. Distinctive Insurance is an employee benefits consulting and insurance firm located in Southern Nevada that creates tailored benefit solutions. GLB Insurance Group of Nevada is a full-service insurance agency […]

Alera Group Acquires Champion Benefits of Atlanta

Article 0 Comments Alera Group, a national employee benefits, property and casualty, risk management and wealth management firm, has acquired Champion Benefits of Atlanta. The company provides integrated, strategic benefit plans for clients with a fully integrated team including healthcare consultants, pharmacists, nurses, analysts and wellness program development specialists. Alera […]

Kistler Joins Illinois’ Alera Group as Director of Business Development

Article 0 Comments Alera Group, a national employee benefits, property/casualty, risk management and wealth management firm headquartered in Deerfield, Illinois, has appointed Matt Kistler as director of Business Development. Kistler will play a critical part in Alera Group’s continued national expansion and growth. He brings more than 12 years of […]

Alera Group Acquires Burnham Benefit Advisors, VantagePoint Benefit Strategies

Article 0 Comments Alera Group, a Deerfield, Ill.-based employee benefits, property and casualty, risk management and wealth management firm, has acquired Burnham Benefit Advisors and VantagePoint Benefit Strategies. Burnham Benefit Advisors, located in Lake Placid, N.Y., is an employee benefits firm offering compliance assistance, wellness program management, human resources software, […]

Alera Group Acquires Barnes Insurance & Financial Services of Florida

Article 0 Comments Alera Group, a national employee benefits, property and casualty, risk management and wealth management firm, has acquired Barnes Insurance & Financial Services (BIAFS) of Florida. BIAFS is a benefits agency with two locations in northwest Florida. Founded in 2005, this independent agency is one of the largest […]

Alera Group Acquires Interest in The Insurance Alliance of Central Pennsylvania

Article 0 Comments Alera Group has acquired a controlling interest in The Insurance Alliance of Central Pennsylvania (The Alliance), effective July 1. The Alliance provides support to 10 firms in Pennsylvania, including three firms that were previously acquired by Alera Group. Formed in early 2017, Alera Group is a Deerfield, […]