Our Growth Strategy
Whether we are designing new tools to help our risk management clients, studying the latest behavioral finance research to improve our wealth management practices, or acquiring a new exciting firm to build our employee benefits business – growth is a critical part of our culture and our strategy for success.
Alera Group has a Two-Part Growth Strategy:
1. Organic growth for our firmsAlera Group firms are committed to achieving industry leading organic growth through collaboration
2. Acquisitive growth nationwideAlera Group will only acquire high-quality, like-minded partners who share in our vision and values. This means that as Alera Group grows, so does our industry expertise, local relationships and collaborative culture.
Our collaborative culture allows firms to continue to be themselves, maintaining their own unique local or niche focus, even after acquisition. Our national resources enable firms to maximize their service offerings and differentiators.
Alera Group partner firms must:
to Alera Group
Value an entrepreneurial spirit
culture and values
Commit to growth and profitability
ownership in Alera Group
Be open to collaboration
Two Firms Helping Each Other Grow.
Watch Matt and Dan share their story today.
What Makes Us Different
Our core principles are what make us stand apart from other companies. We believe in:
Entrepreneurial approach to solutions with future-facing creativity
Working to build strong, trusted relationships
Helping our firms reach
their full potential
Developing world-class practices with innovative partners
Providing ownership and responsibility within the organization
Establishing an industry-leading organization
Collaboration is Key
- Strategic Vision & Leadership
- Human Resources, Employee Benefits, & Payroll
- Finance & Accounting
- Sales & Operations
- Marketing & Advertising
Atlanta based firm, Champion Benefits, competed with several national firms on an employee benefits programs for a merge between two energy companies. One was local, but the other company was based in Houston, TX.
Champion Benefits needed a National Presence…
"The collaboration between our firms clearly demonstrated a multi-state footprint capable of supporting a HR team and employees at both organizations."
Collaborate with Houston based Partner Ardent Solutions to gather intel
Develop custom employee program with vital insights
Pitched together with Ardent and corporate leadership
3 year multi-year services agreement
Successful Merge for Champion’s clients
Happy employees = Happy company