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Alera Group Acquires Pennsylvania Financial Services Firm

Latest Acquisition Expands Wealth Management Expertise DEERFIELD, IL — Alera Group, a leading national employee benefits, property and casualty, risk management and wealth management firm, has acquired Perspective Financial Group. Terms of the transaction were not announced. Perspective Financial Group (Perspective), is a wealth management firm headquartered in Berwyn, Pennsylvania that has been serving their clients …

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Alera Group Expands P&C Platform with Alliance Acquisition

DEERFIELD, IL (July 10, 2018) — Alera Group announced it has acquired a controlling interest in The Insurance Alliance of Central Pennsylvania (“The Alliance”), effective July 1. The Alliance provides support to 10 firms in Pennsylvania, including three firms that were previously acquired by Alera Group. In acquiring The Alliance, Alera Group immediately expands its …

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Alera Group Acquires Second Nevada Firm

DEERFIELD, IL (June 25, 2018) — Alera Group, a leading national employee benefits, property and casualty, risk management and wealth management firm, has acquired Menath Insurance. Terms of the transactions were not announced. Menath Insurance, headquartered in Incline Village, Nevada, is a comprehensive insurance firm that has been serving clients in the western United States …

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Alera Group Expands Southwestern Presence by Adding Nevada Firm

DEERFIELD, IL and LAS VEGAS, NV — Alera Group, a leading national employee benefits, property and casualty, risk management and wealth management firm, has acquired Kaercher Insurance, which includes Kaercher Campbell, Kaercher Insurance Agency and Sundance Insurance. Terms of the transactions were not announced. Kaercher Insurance, based in Las Vegas, Nevada, offers industry-leading employee benefit services, property …

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Joey Mertilch Honored at Leadership Washington Graduation

Joey Mertilch, Business Development Executive at Albers & Company, was recently honored at the fourth annual Leadership Washington graduation.  The intensive, nine-month leadership development program is aimed at cultivating a new generation of state leaders with a deeper understanding of what it takes to help Washington’s economy thrive.  The class studied public policy, international trade, …

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