Strategic Resources for Your Insurance Agency

Alera Group Acquires Agency with Benefits and Risk Management Expertise



Alera Group Acquires Orion Risk Management Insurance Services

West Coast Firm Expands Benefits and Risk Management Expertise

DEERFIELD, IL — Alera Group, an employee benefits, property and casualty, risk management and wealth management firm, has acquired Orion Risk Management Insurance Services. Terms of the transactions were not disclosed.

Orion Risk Management Insurance Services (Orion) is a full-service commercial insurance broker and risk management firm. Orion was founded in 2001 and has three locations throughout Southern California. The company takes pride in their client advocacy and unique cost-containment strategies.

“We are thrilled to welcome Orion to Alera Group, and we look forward to their valuable contributions to our collaborative culture,” said Alan Levitz, CEO. “Their remarkable industry experience and powerful team strengthens both our Property and Casualty practice and our Benefits practice.”

“As an Alera Group company, we look forward to further elevating the client experience with the national resources that are now available to us,” said Clifford Davis, Managing Partner of Orion. “Our ultimate goal is to serve our clients with industry-leading tools and service, and as part of Alera Group, we will be able to do that more than ever before.”

Explore Agency Equity


Stay up to date with AgencyEquity

absolute absolute.gif absolute