West Coast Firm Expands Benefits and Risk Management Expertise

DEERFIELD, IL — Alera Group, a leading national employee benefits, property and casualty, risk management and wealth management firm, has acquired Orion Risk Management Insurance Services. Terms of the transactions were not disclosed.

Orion Risk Management Insurance Services (Orion) is a leading full-service commercial insurance broker and risk management firm. Orion was founded in 2001 and has three locations throughout Southern California. The company takes pride in their client advocacy and unique cost-containment strategies.

“We are thrilled to welcome Orion to Alera Group, and we look forward to their valuable contributions to our collaborative culture,” said Alan Levitz, CEO. “Their remarkable industry experience and powerful team strengthens both our Property and Casualty practice and our Benefits practice.”

“As an Alera Group company, we look forward to further elevating the client experience with the national resources that are now available to us,” said Clifford Davis, Managing Partner of Orion. “Our ultimate goal is to serve our clients with industry-leading tools and service, and as part of Alera Group, we will be able to do that more than ever before.”

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 Partnership Opportunities at www.aleragroup.com.


About Alera Group
Based in Deerfield, IL, Alera Group’s over 1,000 employees serve thousands of clients nationally in employee benefits, property and casualty, risk management and wealth management. Alera Group is the 15th largest independent insurance agency 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