Latest Alera Group Headlines
All the headlines from our Alera Group Topic Page, ordered by recency.
People Moves: Alera Group Appoints Bashford as Managing Director of Midwest Region
Mar 11 2025 // Talicia Bashford Alera Group, headquartered in Deerfield, Illinois, appointed Talicia Bashford as managing director of the Midwest region. Bashford will lead the growth of Alera Group’s capabilities and market share...
Alera Group Acquires Kaplansky Insurance Agency in Massachusetts
Feb 11 2025 // Needham, Massachusetts-based Kaplansky Insurance Agency has been acquired by the national financial services firm Alera Group. This new partnership brings more than 100 agents to add to Alera Group’s...
Alera Group Acquires Louisiana’s Insurance Underwriters Ltd.
Sep 26 2024 // Alera Group announced the acquisition of Insurance Underwriters Ltd., a Louisiana-based insurance agency offering risk management and insurance solutions including business insurance, surety bonds, personal insurance and...
Blue to Become CEO of Alera Group in 2025
Sep 6 2024 // Alera Group said its president, Jim Blue, will become the firm’s chief executive officer, effective January 1, 2025. Blue will succeed Alan Levitz, who will become Alera Group’s Executive Chairman....
Alera Group Acquires Texas’ Trimble-Batjer
May 9 2024 // Alera Group announced the acquisition of Texas-based Trimble-Batjer. Founded in 1883, Trimble-Batjer provides surety and bonds, business solutions, employee benefits and insurance coverage for auto, home, health and life....
Alera Group Acquires Texas-Based HealthSure
Apr 11 2024 // Alera Group, a national insurance and financial services firm, announced today the acquisition of Texas-based HealthSure. Founded in 1998 by Barry Couch, HealthSure serves rural healthcare organizations as an independent...
People Moves: Samuel Joins Alera Group as Executive Vice President of National Operations
Apr 5 2024 // Alera Group, headquartered in Deerfield, Illinois, appointed Kyle Samuel as executive vice president of national operations. Samuel will partner with the national practice leaders and regional managing directors to create...
Alera Group Buys Med Mal Insurer CLS Healthcare Liability
Jan 19 2024 // Alera Group, an insurance and financial services firm in the U.S., announced the acquisition of CLS Healthcare Liability Specialists. Based in North Palm Beach, Florida, CLS provides malpractice coverage for physicians,...
Alera Group: Personal Insurance Outlook ‘Discouraging’
Dec 18 2023 // Unprecedented industry losses and unprofitability in homeowners and auto insurance will significantly impact pricing and availability in 2024, especially in catastrophe-prone areas and states with challenging regulations,...
Alera Group Acquires Michigan’s Rick Young Insurance
Oct 30 2023 // Alera Group announced the acquisition of Rick Young Insurance, an insurance agency offering employee benefits services including health insurance, life insurance, Medicare and Medicaid redetermination. Rochester Hills,...
Alera Group Acquires Texas-Based Sheridan
May 10 2023 // Alera Group, a national insurance and wealth services firm, announced the acquisition of Austin, Texas-based Sheridan Insurance Group, a team of experienced professional liability specialists helping meet the insurance and...
Alera Group Acquires Miami’s Wilson Washburn & Forster
Apr 12 2023 // Alera Group, a nationwide wealth services and insurance firm, has acquired Wilson, Washburn & Forster, 62-year-old insurance agency in Miami. Wilson Washburn, founded in 1961, offers commercial and personal lines...
BAN Spins Off From Alera Group, Names Braun CEO
Apr 3 2023 // Benefit Advisors Network (BAN), an international network of employee benefit brokers and consulting firms from across the United States and Canada – and the National Benefits Center (NBC), are spinning off from Alera...
People Moves: Alera Group Names Ballantyne Managing Director of West Region
Mar 29 2023 // Alera Group has appointed Cynthia Ballantyne as managing director of the West region. The West region includes 18 offices, 36 locations and 600 employees across California, Arizona and Nevada. Ballantyne joined Deerfield,...
People Moves: Lewis Brisbois Expands Midwest Products Liability Capabilities; Alera Group Promotes Floyd to SVP
Feb 16 2023 // Lewis Brisbois Expands Products Liability Capabilities in Midwest with Experienced Litigation Team in St. Louis Lewis Brisbois is pleased to welcome Rick Mueller and Heather F. Counts to its St. Louis, Missouri office as...
Alera Group Acquires Hackney Agency in North Carolina
Jan 27 2023 // Alera Group, an independent insurance and wealth management firm, has acquired the John Hackney Agency in North Carolina. Hackney, with offices in Wilson, in the eastern part of the state, was founded in 1895 by the...
Alera Group Acquires Collective:Choice in California
Jan 25 2023 // Alera Group acquired Collective:Choice Insurance Solutions in Westminster, California. The Collective:Choice team will continue serving clients in their existing roles. Collective:Choice was created in 2006 to provide a...
Alera Group Acquires Insurance Benefits by Design in Colorado
Jan 11 2023 // Alera Group acquired Insurance Benefits by Design in Colorado. Insurance Benefits by Design offers insurance benefits for employers, individuals and families. IBBD is an affiliate of Sage Benefit Advisors, an Alera Group...
Alera Group Continues SE Expansion with Sutter McLellan Agency in Georgia
Jan 10 2023 // Alera Group, a national property insurance and benefits firm, has acquired Atlanta area-based Sutter, McLellan & Gilbreath, a full-service agency. Terms of the deal were not disclosed. The move will expand...
Alera Group Acquires Virginia-Based Ascent Group
Jan 6 2023 // Insurance and investment firm Alera Group announced its acquisition of Virginia Beach-based The Ascent Group and affiliated companies. The acquisition adds significant assets under management to two Alera Group divisions:...
