Alera Group Acquires Trimble-Batjer

May 9, 2024

Alera Group Acquires Trimble-Batjer

Deerfield, IL (May 9, 2024) — Alera Group, a top national insurance and financial services firm, announced today the acquisition of Texas-based Trimble-Batjer


Founded in 1883, Trimble-Batjer has established itself as a trusted advisor and valued partner to its clients through its innovative risk management strategies and comprehensive insurance coverage.


"We are excited to join forces with Alera Group and leverage their national resources and expertise to better serve our clients,” said Paul Adam, Partner at Trimble-Batjer. “Together, we look forward to continuing to deliver exceptional service to help our clients protect what matters most.”


The acquisition of Trimble-Batjer further strengthens Alera Group's position as a leading provider of insurance and risk management solutions. By combining forces, Alera Group and Trimble-Batjer will be better positioned to deliver enhanced value and expanded resources to clients while maintaining the personalized service and local expertise they have come to expect.


“We are excited to have Trimble-Batjer join our team,” said Alan Levitz, CEO of Alera Group. “Their commitment to client success makes them an ideal fit for Alera Group as we continue to expand our national footprint.”


The Trimble-Batjer team will continue serving clients in their existing roles. Terms of the transaction were not announced. 

About Alera Group   

Alera Group is an independent, national insurance and financial services firm with more than $1.3 billion in annual revenue, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. By working collaboratively across specialties and geographies, Alera Group’s team of more than 4,200 colleagues in more than 190 locations nationwide provides creative, competitive services that help ensure a client’s business and personal success. For more information, visit or follow us on LinkedIn