MarshBerry Congratulates Haylor, Freyer & Coon, Inc. On Joining Alera Group Inc.

Woodmere, OH, December 13, 2022 – MarshBerry, a leading investment banking and consulting firm serving the insurance distribution and wealth management industries, congratulates Haylor, Freyer & Coon Inc. on its acquisition by Alera Group, Inc. (Alera). MarshBerry served as the exclusive financial advisor to Haylor, Freyer & Coon on the transaction, which closed in October.

Founded in 1928, Haylor, Freyer & Coon has dedicated business divisions focused on offering property and casualty insurance and employee benefit plans to commercial enterprises, municipalities, and individuals, along with personalized insurance solutions for college students. The firm has also developed strategic niche offerings within the areas of transportation, personal risk management and a national Manufactured Housing Program. In addition, they have specialty areas of expertise in education, public entity, real estate & developers, international risk, and construction. These niche and specialty areas of expertise are further supported with experienced subject matter experts, risk prevention, claims management, technical systems, and involvement within industry associations.

“As a Top 100 insurance firm in the country, Haylor, Freyer & Coon’s niche verticals allow Alera to expand their footprint in the upstate New York and greater Northeast region,” said President of Financial Advisory Phil Trem. “Both of these firms share client first values and a collaborative working environment making it an excellent fit for both organizations. MarshBerry was proud to represent Haylor, Freyer & Coon in their transaction, connecting them with a partner that enables continued support of their communities; while offering differentiated tools & resources and an expanded suite of products and services.”

Terms of the transaction were not disclosed.

MarshBerry remains the number one sell-side advisor for insurance agencies and brokerages and retains its position as the industry leader for total number of clients advised. Since 1999, MarshBerry has advised on more than 1,000 merger & acquisition transactions which is approximately 25% of the total tracked deal flow in the insurance distribution industry during this period as reported by S&P Global Market Intelligence.

MarshBerry – Helping Clients Learn, Improve & Realize Value

Founded in 1981, MarshBerry serves the insurance distribution and wealth management industries including insurance agents & brokers, specialty distributors, private equity firms, and wealth management firms. MarshBerry’s industry-specific services help clients build, enhance and sustain value through: Merger & Acquisition Advisory, Debt & Equity Capital Raising, Financial Consulting, Market Intelligence & Benchmarking, Organic Growth Consulting, Connect – Executive Peer Exchange, and FirstChoice – Aggregation. Learn more at www.MarshBerry.com.

Investment banking services offered through MarshBerry Capital, Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., Inc.