Employee Benefits

Alera Group Adds Adamson & McGoldrick Insurance Solutions, Expanding Risk Management Expertise

April 15, 2021

Alera Group, a leading financial services and risk management company, today announced the acquisition of Adamson & McGoldrick Insurance Solutions, a strategic advisor providing risk management and benefits strategies to companies in California and across the country.

“Our mission is to help companies successfully plan for business longevity, including preparation for the unexpected. When COVID-19 hit, our client’s fears were alleviated because of our investment in technology. They already had access to a convenient online benefits management system and expert guidance to get them through nearly every challenge,” said Brian McGoldrick, Managing Partner at Adamson & McGoldrick Insurance Solutions. “We believe joining Alera Group will help us make a transformative impact on both our existing and future client relationships.”

Headquartered in California, Adamson & McGoldrick Insurance Solutions offers customized risk management and business insurance expertise for clients across a wide range of industries. Their hands-on, client-centric approach turns risk management solutions and insurance into a strategic advantage for organizations.

“Adamson & McGoldrick Insurance Solutions has a proven track record of delivering strategic business results on behalf of clients for nearly 40 years.” said Alan Levitz, CEO of Alera Group. “They invest the time to truly understand how their clients’ businesses function and how insurance can be factored into their business strategy. We are confident Adamson & McGoldrick will bring a new perspective, depth of experience and an entrepreneurial mindset to Alera Group.”

The Adamson & McGoldrick Insurance Solutions team will continue serving clients in their existing roles. Terms of the transaction were not announced.


About Alera Group

Alera Group is a leading financial services and risk management company with more than $500 million in annual revenue offering comprehensive employee benefits, property and casualty, retirement services and wealth management solutions to clients nationwide. By working collaboratively across specialties and geographies, Alera Group’s team of more than 2000 professionals in more than 90 offices provide creative, competitive services that help ensure a client’s business and personal success. For more information, visit www.aleragroup.com or follow us on LinkedIn or Twitter.