About Us
Our team of private equity experts is recognized for its strategic insight and transaction fluency, serving as a trusted partner to firms navigating the complexities of M&A.
Who We Serve
Private equity firms, family offices, independent sponsors, and strategic buyers nationwide rely on our team to protect their investments and streamline deal execution. Our experience spans thousands of transactions, with a track record of delivering fast, high-quality outcomes from LOI to exit.
Our Approach
Every deal is different. Our approach is not. We consistently focus on:
• Protecting the private equity fund
• Safeguarding the transaction
• Building and executing post-close brokerage strategies
• Providing ongoing M&A advisory
What We Deliver
We offer tailored insurance programs across critical areas of business risk, including:
• Business Insurance
• Human Capital Protection
• Executive Risk & Liability
• Transactional Liability (Reps & Warranties)
• Key Person Life Insurance
Our dedicated teams in transaction diligence, and brokerage, and client relationship management collaborate to deliver responsive service and cost-effective solutions.
Whether you’re structuring a new acquisition or optimizing an existing portfolio, we ensure every program is timely, strategic, and aligned with your investment goals.
Meet Our Team
Chris Hoefert
Vice President - M&A Diligence
Chris specializes in risk analysis and due diligence for private equity-sponsored transactions. Chris plays a key role in evaluating insurance programs and effectuating the proper risk management strategies for our private equity group clients and their portfolio companies.
Before joining Alera Group, Chris spent four years at Hauser, where he served as Vice President, M&A-Corporate Risk and led over 250 diligence projects. Prior to Hauser, he spent 14 years with Assured Partners and Hays Companies, where he serviced mid-market commercial insurance programs and managed the property & casualty portions of a Professional Employer Organization (PEO) and other specialty insurance programs.
Chris holds a Bachelor of Science in Management from Southern Illinois University Carbondale and a Master of Business Administration from Missouri Baptist University. Outside of work, Chris enjoys spending time with his wife and two small children. He loves being outside and enjoys hunting, fishing, and hiking.
Jackson Myer
Director - Private Equity
Jackson specializes in all aspects of mergers & acquisitions, including employee benefits, property & casualty, and transactional liability. He works closely with private equity and family office clients to ensure seamless coordination between Alera Group’s transaction diligence and portfolio brokerage teams. Jackson focuses on driving value through high-quality service and strategic advisory, helping M&A clients navigate all aspects of their transactions and ongoing portfolio needs.
Before joining Alera Group, Jackson spent five years with various SaaS start-ups, where he honed his client-first approach and analytical expertise. He holds a Bachelor of Arts in Finance with a minor in Spanish from the University of Missouri. Jackson enjoys spending time with his family and friends and enjoys playing golf & hockey (Let’s Go Blues).
LinkedInJim Martin
Employee Benefits Practice Leader
Jim brings a deep understanding of employee benefits with a specialized focus on private equity - delivering customized, forward-thinking benefit strategies that align with client goals and elevate employee satisfaction. Known for his collaborative style and deep market insight, Jim plays an integral role in supporting Alera Group’s clients through complex transactions and long-term planning.
Before joining Alera Group, he was Director of Sales for the Middle Market at Aetna. He previously served as an Account Executive at Lockton Companies and a Consultant at Aon Corporation, developing innovative benefits solutions for clients of all sizes.
Jim earned his Bachelor of Science in Business Administration from Truman State University. Outside of work, Jim is an avid fan of skiing, cycling, and golf. A proud St. Louis native, he’s a dedicated supporter of the St. Louis Blues and St. Louis City SC.
LinkedInEXPERT EDUCATION
Events and Webinars
Employee Benefits
The Compliance Pathway Q2
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
May 14, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
Benchmarking That Drives Decisions: Why Averages Mislead — and What Best-in-Class Data Reveals
A clear, data-driven view of the 2026 employee benefits landscape grounded in benchmarking results.
June 16, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
GLP-1s at Scale: Why Weight-Loss Drug Decisions Are Now a Financial Strategy
A GLP-1 decision framework plus scenarios.
July 21, 2026 at 01:00 pm CT | Virtual
Register Here
THOUGHT LEADERSHIP
Insights
Property and Casualty
AI Isn’t Liable for the Mistake. You Are.
Artificial intelligence is powerful. It’s also wrong more often than people want to admit.
If you use AI to support or deliver professional services, any mistake it makes is still your responsibility. Not the software’s. Not the vendor’s. Yours.
April 1, 2026
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Property and Casualty
Identity hijacking is surging. Here’s what leaders need to know.
Cyber incidents across our client base have been sharper, faster and more costly this year. Even organizations with strong controls are being hit in ways that look very different from past attacks.
March 13, 2026
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Legal Alert: RxDC Reporting Due June 1st
Reminder: RxDC Reporting Due June 1st
February 26, 2026
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Property and Casualty
AI-Powered Cyber Attacks, Why Yesterday’s Defenses Aren’t Enough.
The widespread availability of AI technology, combined with the ease of manipulating video calls, makes phone and Zoom calls susceptible to exploitation by threat actors.
February 2, 2026
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