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Alera Group continues aggressive acquisition pace with $2.8 billion deal
The purchase of Virginia-based Ascent Group keeps Alera on track to meet its goal of reaching $10 billion in AUM this year.
Alera Group notches third acquisition in as many months
The purchase of Johnson Brunetti, a retirement and investment specialist with $1.5 billion in assets, keeps private equity-backed Alera on track for its goal of hitting $10 billion in assets within a year.
Alera Group acquires $500 million retirement plan adviser
DFG 401(k) Advisors, which is based in Phoenix, is joining Alera through its Benefit Commerce Group and will now operate as BCG 401(k) Advisors.
In its first RIA buy, Alera Group nearly quadruples its assets to $4.7 billion
Private equity-backed Alera Group acquires $3.5 billion Wharton Business Group and says it plans to buy more firms.
