Alera Group Acquires Whipple & Company

February 7, 2019

DEERFIELD, IL — Alera Group, a leading national insurance firm, today announced that it has acquired Whipple & Company, effective February 1, 2019. Terms of the transaction were not announced.

Whipple & Company, based in Boca Raton, FL, was founded in late 2016 by Melissa Whipple, who remains as Managing Partner of the firm. Under her leadership, Whipple & Company experienced remarkable growth over the past two years, meeting client’s unique employee benefits objectives with particular expertise in carrier negotiations, compliance, and wellness.

“We welcome Melissa Whipple and her team to Alera Group. Whipple & Company is an excellent addition, expanding our presence and expertise in Florida and the surrounding states,” said Alan Levitz, CEO of Alera Group. “Melissa and her team bring considerable industry experience and terrific energy to Alera Group. We look forward to their contributions to our continued national growth.”

“As an Alera Group firm, we look forward to offering our clients a wider breadth of resources and expertise than ever before, while continuing to deliver exceptional localized service,” said Melissa Whipple. “The collaborative culture of Alera Group aligns with the existing core beliefs of Whipple & Company, and we are excited for the synergistic work ahead.”

Whipple & Company employees will continue operating out of the firm’s existing location under the name Whipple & Company, an Alera Group Agency, LLC.

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 Partner With Us at www.aleragroup.com.

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About Alera Group
Based in Deerfield, IL, Alera Group’s over 1,500 employees serve thousands of clients nationally in employee benefits, property and casualty, risk management and wealth management. Alera Group is the 15th largest privately held firm 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