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Alera Group

Alera Group
2016 FOUNDED
PRIVATE STATUS
1K-5K EMPLOYEES
Debt LATEST DEAL TYPE
7 FINANCING ROUNDS
66 INVESTMENTS
Description

Operator of a national insurance and financial services firm. The company's services transform the client experience by providing tools and resources, education, innovative thinking and constant collaboration, enabling customers to receive the best outcomes for their employees.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Property and Casualty Insurance
Other Industries
Other Financial Services
Primary Office
  • 3 Parkway North
  • Suite 500
  • Deerfield, IL 60015
  • United States

+1 (847) 000-0000

Alera Group Valuation and Funding

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

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Alera Group Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
000 000000000 0000 Private Equity-Backed Valhalla, NY 0000 000 000000000
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Alera Group Investments & Acquisitions (66)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 00000000 0 14-Aug-2019 0000000000 Consulting Services (B2B) 0000 000000
0000000000000 0000 01-Aug-2019 0000000000 Human Capital Services 0000 000000
000000 & 00 01-Jul-2019 0000000000 Human Capital Services 0000 000000
00000000 00000000 01-Jul-2019 0000000000 Human Capital Services 0000 000000
ARMS Insurance Group 01-May-2019 Buyout/LBO Other Insurance 0000 000000
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Alera Group Subsidiaries (62)

Company Name Industry Location Founded
Whipple & Company (Florida) Human Capital Services Boca Raton, FL 2016
000000 000000 & 00 Insurance Brokers Anchorage, AK 0000
0000000 0000000000 Consulting Services (B2B) Lancaster, PA 0000
0000000 00000000 & Insurance Brokers Costa Mesa, CA 0000
00000 000000000 00 Multi-line Insurance Branchburg, NJ 0000
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Alera Group Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Alera Group Executive Team (11)

Name Title Board
Seat
Contact
Info
Alan Levitz Chief Executive Officer
James Blue President
William Corrigan Chief Financial Officer
Christopher Peck Senior Partner
Robert Lieblein Chief Development Officer

1 Former Executive

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