Alera Group News

Alera Group Acquires Direct Benefits in Minnesota

Alera Group, an independent, national insurance and wealth management firm based in Deerfield, Illinois, has acquired Direct Benefits Inc., located in Saint Paul, Minnesota. Direct Benefits specializes in insuring individuals, families, retirees and small businesses with dental, vision, pet, travel, …

Alera Group Acquires Employee Benefits Division of Lamb Insurance Services

Alera Group, an independent, national insurance and wealth management firm, has acquired the employee benefits division of Lamb Insurance Services, an insurance broker exclusively dedicated to nonprofit and social service organizations. The acquisition is effective April 1, 2021, and the …

Alera Group Acquires California’s Adamson & McGoldrick Insurance

Alera Group, a financial services and risk management company based in Deerfield, Illinois, has acquired Adamson & McGoldrick Insurance Solutions, a strategic advisor providing risk management and benefits strategies to companies in California and across the country. Headquartered in Placentia, …

People Moves: Global Indemnity Group Names Charlton CEO; DUAL Hires Marchica; Floyd to Alera Group

DUAL Transactional Risk Hires Marchica as Vice President for New York Team DUAL Transactional Risk, the newest underwriting team at DUAL North America, has hired Megan Marchica as vice president for its New York-based team. In this role, Marchica will …

Alera Group Acquires New Jersey’s Duryea Agency

Alera Group, a financial services and risk management company, has acquired Duryea Agency, an insurance agency providing personal insurance and business insurance for clients across New Jersey and beyond. Duryea Agency is a New Jersey-based insurance agency that offers products, …

Alera Group Acquires New York’s The Waterford Group

Alera Group, a financial services and risk management company, has acquired The Waterford Group, a Rochester, New York-based retirement plan specialist providing consulting and fiduciary services to companies. Following the acquisition, The Waterford Group team will continue serving clients in …

Alera Group Acquires E3 Outsource of Florida, Launches National Employee Benefits Helpline

Alera Group, an employee benefits, financial services and risk management company, has acquired E3 Outsource, an employee benefits management and technology firm. The acquisition became effective March 1, 2021. The E3 Outsource acquisition provides enhanced employee benefits services to Alera …

Alera Group Acquires Michigan’s Specialized Insurance Services Agency

Deerfield, Ill.-based insurance and financial services firm, Alera Group, has acquired Specialized Insurance Services Agency Inc. (SISA), an independent insurance agency headquartered in Milford, Michigan. SISA provides professional liability insurance for doctors, dentists and lawyers and protections such employment practices …

Alera Group Acquires Behling Insurance Agency in Utah

Alera Group has acquired Behling Insurance Agency Inc. in Utah. Terms of the deal were not disclosed. Behling provides personal and commercial property/casualty insurance solutions across three locations in Utah and Montana. Behling also specializes in creating insurance solutions for …

GCG Financial Promotes DeMello, Levitz in Illinois

Deerfield, Illinois-based GCG Financial, a full-service financial services firm and part of the Alera Group, has promoted David Levitz to managing partner and Carla DeMello to president, Employee Benefits. Levitz, who previously served as president, Employee Benefits, will focus on …