Employee Benefits : Property and Casualty

Alera Group hires key industry-leading M&A experts Sara Carroll and Ken Rhoads

October 24, 2024

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Deerfield, IL (October 24, 2024) — Alera Group, a top national insurance and financial services firm, is pleased to announce the addition of industry-leading experts Sara Carroll and Ken Rhoads. Carroll and Rhoads have joined the organization as Private Equity Diligence Team Leads to help continue building and enhancing Alera Group’s capabilities in the Private Equity (PE) space. 

“The expansion of the diligence team is one more way Alera Group is deepening our commitment to the uniqueness and complexities of supporting private equity,” said Jim Blue, President, Alera Group. “Sara’s extensive knowledge and experience in human capital transaction risk coupled with Ken’s substantial expertise in insurance and risk management will be a critical resource to our teams and clients across the nation.” 

Carroll and Rhoads join after almost nine years of developing and leading their respective M&A practices at HAUSER and have managed thousands of transactions. Carroll’s background includes a progressive human resources management career and more than seven years as a health and welfare consultant for CBIZ. Rhoads managed private equity relationships and diligence projects at Aon for nearly 10 years.

The PE Diligence Team will provide national support to Alera Group’s PE clients and the colleagues who support them. 

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 About Alera Group

Alera Group is an independent financial services firm with $1.4 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 4,400 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.