Alera Group, a top independent, national insurance and wealth services firm, announced today the acquisition of Heritage Risk Management, a network of independent risk management agencies which serve clients throughout Texas, Oklahoma, Colorado and New Mexico.
“At Heritage Risk Management, our independent agencies are able to stay close to clients and deliver personalized, comprehensive risk management solutions. With 178 years of shared experience between our network agencies, we bring extensive knowledge in developing tailored property and casualty insurance solutions for our clients,” said Jeff Neely III, Co-Chief Executive Officer at Heritage Risk Management.
Heritage Risk Management’s network of independent risk management agencies offer a broad array of products and services, tapping into a deep well of expertise from across the organization to offer thought leadership in risk management across a myriad of industries including Agriculture, Banking, Oil & Gas, Construction, Transportation, Professional Services, Technology, Manufacturing, Healthcare, Medical Malpractice and Employee Benefits.
“Heritage Risk Management offers expanded support services and strong carrier relationships to meet client’s needs. As an integrated risk management provider, Heritage Risk Management has all the capabilities needed to deliver the best protection possible and their collaborative culture makes them an excellent fit for Alera Group,” said Alan Levitz, CEO of Alera Group.
The Heritage Risk Management team will continue serving clients in their existing roles. Terms of the transaction were not announced.
Source: Alera Group
“Some of the statements in this third party article may be forward-looking statements and perhaps even inaccurate statements. AgencyEquity or Strategic Agencies LLC does not make any representation or warranty, express or implied, as to the accuracy, completeness, or updated status of such statements. Therefore, in no case whatsoever will AgencyEquity or Strategic Agencies LLC be liable to anyone for any decision made or action taken in conjunction with the information and/or statements in this press release or for any related damages.”
