Alera Group Overview

  • Year Founded
  • 2016

Year Founded

  • Status
  • Private

  • Employees
  • 4,000

Employees

  • Latest Deal Type
  • Debt

  • Financing Rounds
  • 19

  • Investments
  • 157

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, Lp
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Insurance Brokers
Multi-line Insurance
Corporate Office
  • 3 Parkway North
  • Suite 500
  • Deerfield, IL 60015
  • United States
+1 (847) 000-0000

Alera Group Timeline

2021202220232024
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 Financial Services
Deerfield, IL
4,000 As of 2024
00.000
000000000 00.000

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000000000 0000000
Fort Washington, PA
0000 As of 0000
00.000
000000000 00.000

000 00

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000000000 0000000
Chicago, IL
00000 As of 0000
000
000000000 00 000
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Alera Group Competitors (10)

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 00.000 000000000 00.000
Hub International Private Equity-Backed Chicago, IL 00000 000 000000000 00 000
EPIC Insurance Brokers & Consultants Private Equity-Backed San Francisco, CA 0000 00.000 000000000 00.000
USI Insurance Services (Valhalla) Private Equity-Backed Valhalla, NY 00000 00.000 000000000 00
Alliant Insurance Services Private Equity-Backed Irvine, CA 00000 00.000 000000000000 00.000
You’re viewing 5 of 10 competitors. Get the full list »

Alera Group Executive Team (25)

Name Title Board Seat Contact Info
Alan Levitz Chief Executive Officer
James Blue President
Brian Caracciolo Chief Financial Officer
William Corrigan Chief Operating Officer
Mike Noyes Co-Founder & Managing Partner
You’re viewing 5 of 25 executive team members. Get the full list »

Alera Group Board Members (6)

Name Representing Role Since
00000000000 000000 Flexpoint Ford Board Member 000 0000
0000 00000 Genstar Capital Board Member 000 0000
0000000 000000 Genstar Capital Board Member 000 0000
0000000 00000000 Alera Group Chief Sales Officer & Board Member 000 0000
0000 00000 Genstar Capital Board Member 000 0000
You’re viewing 5 of 6 board members. Get the full list »

Alera Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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 (157)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Trimble-Batjer Insurance Associates 09-May-2024 0000000000 Consulting Services (B2B)
HealthSure 11-Apr-2024 0000000000 Insurance Brokers 0000 0000
CLS Healthcare Liability Specialists 18-Jan-2024 0000000000 Commercial/Professional Insurance 0000 0000
CBM Insurance 15-Dec-2023 0000000000 Insurance Brokers
Fraser Group (Scottsdale) 12-Dec-2023 Buyout/LBO Consulting Services (B2B) 000000000
You’re viewing 5 of 157 investments and acquisitions. Get the full list »

Alera Group Subsidiaries (93)

Company Name Industry Location Founded
Walsh & Nicholson Financial Group Other Financial Services Wayne, PA 2019
The Brokerage Commercial Insurance Services Insurance Brokers Newport Beach, CA 0000
A&B Insurance and Financial Multi-line Insurance Tampa, FL 0000
Heritage Risk Management Other Financial Services Lubbock, TX 0000
Whipple & Company (Human Capital Services) Human Capital Services Boca Raton, FL 0000
You’re viewing 5 of 93 subsidiaries. Get the full list »

Alera Group Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
Benefit Advisors Network 30-Dec-2016 0000000000 Completed
  • 2 buyers
To view Alera Group’s complete exits history, request access »

Alera Group FAQs

  • When was Alera Group founded?

    Alera Group was founded in 2016.

  • Who is the founder of Alera Group?

    Mike Noyes is the founder of Alera Group.

  • Who is the CEO of Alera Group?

    Alan Levitz is the CEO of Alera Group.

  • Where is Alera Group headquartered?

    Alera Group is headquartered in Deerfield, IL.

  • What is the size of Alera Group?

    Alera Group has 4,000 total employees.

  • What industry is Alera Group in?

    Alera Group’s primary industry is Other Financial Services.

  • 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 000000.

  • How much funding has Alera Group raised over time?

    Alera Group has raised $2.37B.

  • Who are Alera Group’s investors?

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

  • Who are Alera Group’s competitors?

    Patriot Growth Insurance Services, Hub International, EPIC Insurance Brokers & Consultants, USI Insurance Services (Valhalla), and Alliant Insurance Services are some of the 10 competitors of Alera Group.

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