Alera Group's team of more than 4,600 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client's business and personal success. The firm has built a platform through strategic acquisitions, with a focus on providing integrated insurance, wealth management, and risk management solutions to mid-market and enterprise clients.
Cyborg Score Rationale
Alera Group demonstrates strong operational scale with $1.5B+ revenue and 4,600+ employees across 122 locations, coupled with significant backing from top-tier PE investors. The company is executing an effective roll-up strategy in fragmented insurance broker markets and is navigating favorable industry dynamics as insurance markets stabilize (December 2025 outlook). However, as a private company, there are limited transparency metrics, and the sector faces headwinds from social inflation and regulatory pressures.
Top Insights
PE-backed consolidator: Backed by top PE firms (Carlyle Group, Ares Management, Genstar Capital) with $7.26B raised, providing strong capital for M&A and growth
Strategic timing: December 2025 P&C Market Outlook shows selective rate moderation and capacity expansion, creating favorable conditions for organic growth and M&A in Q2 2026
Broad service lines: Diversified revenue across P&C insurance, employee benefits, wealth services, and retirement planning reduces sector concentration risk
Leadership transitions: Appointed new CFO (November 2025) and interim Retirement Plan Services leader, signaling strategic reorganization and focus on operational efficiency
Named Competitors
Hub International — Insurance brokerage and risk management services
EPIC Insurance Brokers & Consultants — National insurance brokerage and consulting firm
Aon — Global insurance brokerage and risk management
(January 2026) Sheila Hooda named to BoardProspects' Exceptional Private Company Directors list and Women's Inc. Magazine's Most Influential Directors list
(December 2025) Released sixth annual Property and Casualty Market Outlook showing rate moderation and increased capacity heading into 2026
(November 2025) Mark Hammond joined as Chief Financial Officer
(May 2026) Completed integration and rebranding of Risk Consulting Partners under Alera Group brand
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