IRVINE, Calif–Alliant Insurance Services expanded its reach in the Pacific Northwest by acquiring the Oregon-based employee benefits firm Aldrich Benefits LP, of a member of the Aldrich group of companies. The Aldrich companies will continue to provide financial, wealth, tax, and business transition strategies and services to its clients.
“The people at Aldrich have an innate entrepreneurial spirit that closely matches Alliant’s,” said Tom Corbett, Chairman and CEO of Alliant. “That cultural compatibility combined with their long-standing relationships in a wide variety of industries made Aldrich Benefits a natural fit.”
“Joining Alliant will allow our team to deliver even more value to our clients, as well as create new and exciting career opportunities for our professionals,” said Tracey Davis, Partner and President of Aldrich Benefits LP. “Alliant shares our dedication to exceptional client service, along with our common values and an aligned vision for growth.”
Aldrich established its employee benefits business in 2003, and today, it serves construction, manufacturing, healthcare, telecommunications, utilities, and professional services companies, among others. The benefits practice is known in the market for its expertise in managing clients’ complex benefits needs, strategic plan consulting, and client advocacy.
The entire Aldrich Benefits LP team will join Alliant. Terms of the agreement were not disclosed.
Source: Alliant Insurance Services
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