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Alera Group Acquires Shepler & Fear General Agency, Inc.

DEERFIELD, IL — Alera Group, a leading national insurance firm, today announced its acquisition of Shepler & Fear General Agency (SFGA), effective May 1, 2019.

Founded in 2009, SFGA is a premier general agency located in Roseville, California. The firm specializes in large group, small group, and self-funding plans, serving brokers throughout California since 2009. Characterized by innovation, SFGA works with each broker partner in a consultative approach to increase sales success.

“Shepler & Fear is an outstanding firm. We welcome them to Alera Group and Dickerson Insurance Services with excited anticipation of the growth to come as both General Agencies extend their presence and their product portfolio throughout California,” said Alan Levitz, CEO of Alera Group. “Their commitment to providing the best tools, resources, and expertise to their brokers collaborating to create an exceptional client experience is tightly aligned with Alera Group’s mission.”

“It is thrilling to join Alera Group, one of the leading national firms in our industry, as we continuously seek to create elevated client experiences for our brokers,” said David L. Fear Sr., Managing Partner of SFGA. “Partnering with Dickerson Insurance Services locally and Alera Group nationally will be a powerful part of our ongoing goal to serve our clients with exceptional resources and expertise.”

SFGA joins Alera Group through California General Agency, Dickerson Insurance Services. All SFGA employees will continue operating out of the firm’s existing location under the name Dickerson Insurance Services, an Alera Group Company.

Alera Group was formed in early 2017 and is one of the nation’s foremost independent insurance agencies. For more information on partnering with Alera Group, visit Partner With Us at www.aleragroup.com.

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About Alera Group
Based in Deerfield, IL, Alera Group’s over 1,600 employees serve thousands of clients nationally in employee benefits, property and casualty, risk management and wealth management. Alera Group is the 15th largest privately held firm in the country. For more information, visit www.aleragroup.com or follow Alera Group on Twitter: @AleraGroupUS.

M&A Contact
Rob Lieblein, Chief Development Officer
Email: rob.lieblein@aleragroup.com
Phone: 717-329-2451

Media Contact
Jessica Tiller, Weiss PR
Email: jtiller@weisspr.com
Phone: 443-621-7690

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