Employee Benefits

Alera Group Acquires Lighthouse Group

December 2, 2020

Latest Acquisition Marks Firm’s Expansion into Michigan



Alera Group, a leading insurance firm, has acquired Lighthouse Group, effective December 1, 2020.



With eight locations throughout Michigan, Lighthouse Group is a Midwest leader in employee benefits and property & casualty insurance solutions. Lighthouse Group was born out of a strategic merger between two local firms. Since that time, they have completed 40 acquisitions in their 25 year history. The firm now serves clients in more than 20 verticals, including specialties in construction, manufacturing and retail. Their extensive team of experts deliver industry-leading, tailored solutions that meet the needs of clients throughout the country.



“Lighthouse Group, led by Tom Helmstetter, is an exciting addition to Alera Group, we are thrilled to welcome the entire team to Alera Group,” said Alan Levitz, CEO of Alera Group. “There is a very natural cultural fit between our two collaborative organizations and an opportunity for Lighthouse to leverage Alera’s national platform for the benefit of their clients.”



“We believe that our new partnership with Alera Group will open avenues for growth like never before, both for our clients and our firm,” said Tom Helmstetter, Managing Partner of Lighthouse. “Together, we will join Alera Group’s national resources with our personalized local services to increase our solution and product offerings. We are proud to join Alera Group and look forward to our collaborative future together.”



The Lighthouse Group team will continue serving clients in their existing roles, supported by Alera Group’s national resources and team. MarshBerry Capital, Inc. acted as exclusive financial advisor to Lighthouse in the transaction.



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About Alera Group



Based in Deerfield, IL, Alera Group’s over 2,000 employees serve thousands of clients nationally in employee benefits, property and casualty, retirement services and wealth management. Alera Group is the 11th largest privately held firm in the country. For more information, visit www.aleragroup.com or follow Alera Group on Twitter: @AleraGroupUS.

    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.