Alera Group Bolsters Property and Casualty Business with Kaplansky Insurance Agency

February 11, 2025

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Deerfield, IL (February 11, 2025) — Alera Group, a top national insurance and financial services firm, today announced that property and casualty insurance firm Kaplansky Insurance Agency joined Alera Group effective January 1, 2025.

This partnership adds to Alera Group’s property and casualty offerings in the Northeast, with over 100 qualified and capable agents. Founded in 1974, Kaplansky has grown into one of the largest privately held insurance agencies in the Northeast. Its team works closely with clients to help them make informed decisions when it comes to protecting their future. Over the last 50 years, Kaplansky has completed 53 acquisitions, expanded into 18 locations and welcomed over 50,000 clients.

“We’re incredibly excited to welcome Kaplansky Insurance Agency to Alera Group,” said Jim Blue, CEO of Alera Group. “With every acquisition, we’re committed to growing our team with highly trusted and qualified advisors who put clients first, and the Kaplansky team lives those values every day.”

Kaplansky Insurance Agency will continue serving clients in their existing roles. Terms of the transaction were not announced. MarshBerry Capital, an investment banking and consulting firm, acted as the exclusive financial advisor to Kaplansky Insurance Agency in the transaction.

Alera Group is an independent financial services firm with $1.5 billion in gross revenue, offering comprehensive property and casualty insurance, employee benefits, wealth services and retirement plan solutions to clients nationwide. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,500 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. For more information, visit aleragroup.com and follow us on LinkedIn