Alera Group Overview

  • Year Founded
  • 2016

Year Founded

  • Status
  • Private

  • Employees
  • 4,400

Employees

  • Latest Deal Type
  • Debt - Acquisition

  • Financing Rounds
  • 21

  • Investments
  • 166

Alera Group General Information

Description

Operator of a national insurance and financial services firm intended to transform the client experience. The company specializes in employee benefits, property and casualty, risk management, and wealth management programs with the help of tools and resources, education, innovative thinking, and constant collaboration, thus helping individuals and organizations navigate the complexities of insurance, financial planning, and risk management efficiently.

Contact Information

Formerly Known As
Special Value Continuation Partners
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 3 Parkway North
  • Suite 500
  • Deerfield, IL 60015
  • United States
+1 (847)
Primary Industry
Other Insurance
Other Industries
Insurance Brokers
Other Financial Services
Multi-line Insurance
Corporate Office
  • 3 Parkway North
  • Suite 500
  • Deerfield, IL 60015
  • United States
+1 (847)

Alera Group Timeline

2022202320242025
Financing 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. The company sp
Other Insurance
Deerfield, IL
4,400 As of 2024

Fort Washington, PA
 

San Francisco, CA
 
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Alera Group Competitors (15)

One of Alera Group’s 15 competitors is Patriot Growth Insurance Services, a Private Equity-Backed company based in Fort Washington, PA.

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
EPIC Insurance Brokers & Consultants Private Equity-Backed San Francisco, CA
USI Insurance Services Private Equity-Backed Valhalla, NY
Aon Corporation London, United Kingdom
Hub International Private Equity-Backed Chicago, IL
You’re viewing 5 of 15 competitors. Get the full list »

Alera Group Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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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 (166)

Alera Group’s most recent deal was a Buyout/LBO with Kaplansky Insurance Agency. The deal was made on 31-Dec-2024.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Kaplansky Insurance Agency 31-Dec-2024 Buyout/LBO Insurance Brokers
Doroshow Insurance 11-Dec-2024 Buyout/LBO Other Insurance
Spire Risk Management 01-Dec-2024 Buyout/LBO Other Insurance
The Insurance Center (United States) 01-Dec-2024 Buyout/LBO Multi-line Insurance
Strategic Retirement Plan Consultants 14-Nov-2024 Buyout/LBO Consulting Services (B2B)
You’re viewing 5 of 166 investments and acquisitions. Get the full list »

Alera Group Exits (2)

Alera Group’s most recent exit was on 06-Sep-2022 from Greenhill Insurance Services. The exit was categorized as with 4 buyers.

Company Name Exit Date Exit Type Exit Size Status Buyers
Greenhill Insurance Services 06-Sep-2022 Completed
  • 4 buyers
Benefit Advisors Network 30-Dec-2016 Buyout/LBO Completed
  • 2 buyers
To view Alera Group’s complete exits history, request access »

Alera Group Affiliates

Subsidiaries (101)

Name Industry Location Year Founded
The Brokerage Commercial Insurance Services Newport Beach, CA 2016
Strategic Retirement Plan Consultants Boston, MA 2016
A&B Insurance and Financial Tampa, FL 2016
Heritage Risk Management Lubbock, TX 2016
Whipple & Company (Human Capital Services) Boca Raton, FL 2016
You’re viewing 5 of 101 affiliates. Get the full list.  »

Alera Group FAQs

  • When was Alera Group founded?

    Alera Group was founded in 2016.

  • Where is Alera Group headquartered?

    Alera Group is headquartered in Deerfield, IL.

  • What is the size of Alera Group?

    Alera Group has 4,400 total employees.

  • What industry is Alera Group in?

    Alera Group’s primary industry is Other Insurance.

  • Is Alera Group a private or public company?

    Alera Group is a Private company.

  • What is Alera Group’s current revenue?

    The current revenue for Alera Group is .

  • How much funding has Alera Group raised over time?

    Alera Group has raised $1.66B.

  • Who are Alera Group’s investors?

    Ares Capital, Flexpoint Ford, The Carlyle Group, and Genstar Capital have invested in Alera Group.

  • Who are Alera Group’s competitors?

    Patriot Growth Insurance Services, EPIC Insurance Brokers & Consultants, USI Insurance Services, Aon, and Hub International are some of the 15 competitors of Alera Group.

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