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
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
Employee Benefits
Open Enrollment That Works: Why Employees Do Not Engage — and How Modern Communications Drive Better Choices
Practical communication strategies to strengthen open enrollment effectiveness and employee decision-making.
August 18, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
The Compliance Pathway Q3
Don't miss this ongoing opportunity to ensure you comply with current regulations and are prepared for what's ahead.
September 2, 2026 at 01:00 pm CT | Virtual
Register Here
THOUGHT LEADERSHIP
Insights
Employee Benefits
What the 2026 Benchmarking Data Reveals — and Why It Matters Now
On Tuesday, June 16, 2026, at 2:00 PM ET, Alera Group will host Benchmarking That Drives Decisions: Why Averages Mislead — and What Best-in-Class Data Reveals, a live webinar designed for HR, finance and executive leaders involved in benefits planning, budgeting and long-term strategy.
June 11, 2026
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Employee Benefits
Legal Alert: IRS Releases 2027 HSA Contribution Limits and Other Limits
In Rev. Proc. 2026-24, the IRS released the inflation adjusted amounts for 2027 relevant to Health Savings Accounts (HSAs) and high deductible health plans (HDHPs). The table below summarizes those adjustments and other applicable limits.
June 3, 2026
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Legal Alert: PBM Transparency Coming Soon
Two recent movements on the federal level have paved the way for greater pharmacy benefit manager (“PBM”) transparency for group health plans.
May 22, 2026
Find out more Property and Casualty
Why is umbrella liability getting so expensive?
While most commercial insurance pricing has softened in 2026, umbrella liability has not. In fact, it’s moving in the opposite direction.
May 4, 2026
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