About Alera Group
Alera Group is a company based in Deerfield (United States) founded in 1995 was acquired by Lighthouse Group in December 2020. It operates as a Professional Services and Brokerage / Intermediation. Alera Group has raised $250 million across 3 funding rounds from investors including The Carlyle Group, Genstar Capital and Lighthouse Group. Alera Group has completed 124 acquisitions, including AGM Benefit Solutions, AMCORP and ARMS. Alera Group offers products and services including Employee Benefits, Property and Casualty, Retirement Plan Services, and Wealth Services.
- Headquarter Deerfield, United States
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Sectors
Financial ServicesBusiness Services
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Email
Locked
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Phone
Locked
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Website
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Social
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- Legal Name Alera Group, Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$250 M (USD)
in 3 rounds
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Latest Funding Round
$100 M (USD), Series C
Apr 12, 2023
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Investors
The Carlyle Group
& 2 more
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Employee Count
Not available
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Investments & Acquisitions
AGM Benefit Solutions
& 123 more
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Acquired by
Lighthouse Group
(Dec 02, 2020)
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Products & Services of Alera Group
Alera Group offers a comprehensive portfolio of products and services, including Employee Benefits, Property and Casualty, Retirement Plan Services, and Wealth Services.
Solutions are provided for employee benefits and wellbeing.
Coverage is offered for property and casualty risks.
Retirement plans are designed for various organizational needs.
Wealth management solutions are tailored for diverse clients.
People of Alera Group
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Leadership Team
38 people
Software Development Team
38 people
Sales and Marketing
20 people
Human Resources and Administration
9 people
Operations Team
8 people
Product Management Team
6 people
Senior Team
6 people
Producer Team
5 people
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Funding Insights of Alera Group
Alera Group has successfully raised a total of $250M across 3 strategic funding rounds. The most recent funding activity was a Series C round of $100 million completed in April 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Alera Group
Alera Group has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include The Carlyle Group, Genstar Capital and Lighthouse Group.
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Private equity investments are directed toward multiple sectors.
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Investor details for Alera Group
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Investments & Acquisitions by Alera Group
Alera Group has strategically engaged in corporate development activities, having acquired 124 companies. Notable acquisitions include AGM Benefit Solutions, AMCORP and ARMS.
Investment portfolio details for Alera Group
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
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- Investment values
Verified entity values are shown only after access is granted.
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Management consulting and business management services are provided to clients.
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Diversified conglomerates operates across multiple industries
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Provider of HR consulting services
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Complete acquisition details for Alera Group
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- Acquired stakes
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Financial Statements - Alera Group
Detailed financials for Alera Group
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- Profit trends
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Alera Group Comparisons
Peer comparison for Alera Group
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Competitors of Alera Group
Detailed competitors of Alera Group
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Latest news on Alera Group
Complete news archive for Alera Group
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Frequently Asked Questions about Alera Group
Alera Group was founded in 1995 and raised its 1st funding round 22 years after it was founded.
Alera Group is headquartered in Deerfield, United States.
Alan Levitz is the current CEO of Alera Group.
Alera Group is a funded company, having raised a total of $250M across 3 funding rounds to date.
Alera Group is involved in delivering comprehensive insurance and financial solutions. Services are provided across employee benefits, property and casualty coverage, retirement plan services, and wealth management. Operations are focused on collaboration to offer personalized solutions for businesses, individuals, families, and communities. Specialized expertise is utilized to manage risk, control costs, and support financial growth. Coverage is extended to various sectors including market segments, industries, and practice areas. Connectivity with data and insights is emphasized to navigate industry complexities. Support is offered through national collaboration and tailored strategies to meet unique client needs.
Alera Group offers Employee Benefits, Property and Casualty, Retirement Plan Services, and Wealth Services.
Alera Group has made 124 acquisitions, including AGM Benefit Solutions, AMCORP, and ARMS.
Alera Group has 3 investors. Key investors include The Carlyle Group, Genstar Capital, and Lighthouse Group.