Alera Group Overview

  • Status
  • Private
  • Employees
  • 2,004
Employees
  • Latest Deal Type
  • Debt
  • Financing Rounds
  • 10
  • Investments
  • 120

Alera Group General Information

Description

Operator of a national insurance and financial services firm intended to transform the client experience by providing a greater depth and breadth of resources. The company's range of services specializes in employee benefits, property and casualty, risk management and wealth management programs by providing clients with tools and resources, education, innovative thinking and constant collaboration, which enables them to receive the best outcomes for their lives.

Contact Information

Website
www.aleragroup.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Insurance Brokers
Property and Casualty Insurance
Consulting Services (B2B)
Primary Office
  • 3 Parkway North
  • Suite 500
  • Deerfield, IL 60015
  • United States
+1 (847) 000-0000

Alera Group Timeline

2019202020212022
Financing RoundFinancing RoundCaptured Employee CountEstimated Employee Growth
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Alera Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Alera Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Operator of a national insurance and financial services firm intended to transform the client experience by providing a
Other Financial Services
Deerfield, IL
2,004 As of 2022
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Fort Washington, PA
0000 As of 0000
0000
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Irvine, CA
0000 As of 0000
00.000
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Alera Group Competitors (6)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Patriot Growth Insurance Services Private Equity-Backed Fort Washington, PA 0000 0000 000000000000 0000
0000000 000000000 Private Equity-Backed Irvine, CA 0000 00.000 00000000000 00.000
000000000 00000000 Corporate Backed or Acquired Missoula, MT 000 000000&0
000 000000000 0000 Private Equity-Backed Valhalla, NY 0000 00.000 000000000 00.000
000000 Private Equity-Backed London, United Kingdom 0000 000.00 000000&0
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Alera Group Executive Team (17)

Name Title Board Seat Contact Info
Alan Levitz Chief Executive Officer
James Blue President
Brian Caracciolo Chief Financial Officer
William Corrigan Chief Operating Officer
Robert Lieblein Chief Development Officer
You’re viewing 5 of 17 executive team members. Get the full list »

Alera Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Alera Group Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Alera Group Investments & Acquisitions (120)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 0000 20-Jan-2022 0000000000 Insurance Brokers 0000 0000
000 & 000 18-Jan-2022 0000000000 Insurance Brokers 0000 0000
000000 & 0000 13-Jan-2022 0000000000 Insurance Brokers 0000 0000
00000 000000 06-Jan-2022 0000000000 Life and Health Insurance
Vital Incite 31-Dec-2021 Buyout/LBO Media and Information Services (B2B) 0000 0000
You’re viewing 5 of 120 investments and acquisitions. Get the full list »

Alera Group Subsidiaries (93)

Company Name Industry Location Founded
The Brokerage Commercial Insurance Services Insurance Brokers Newport Beach, CA 2016
00000000 0000 0000 Insurance Brokers Lubbock, TX 0000
0000000 & 0000000 Human Capital Services Boca Raton, FL 0000
000000 000000 & 00 Insurance Brokers Anchorage, AK 0000
0000000 0000000000 Consulting Services (B2B) Lancaster, PA 0000
You’re viewing 5 of 93 subsidiaries. Get the full list »