Alera Group is an independent, national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial companies across the United States.
Why work with Alera Group? Because we provide the best of both worlds – national scope combined with local service. Our mission is to transform the client experience by providing a greater depth and breadth of resources, innovative thinking and constant collaboration, while maintaining strong local relationships.
National Scope
Our clients benefit from our national resources and broad expertise. Whether we are:
> Designing an innovative and affordable benefit plan for a mid-sized corporation in Boca Raton, FL
> Guiding a wealth management client across the finish line into retirement in Anchorage, AK
> Consulting with a new risk management client about how to proactively reduce losses on construction sites in Boston, MA
Local Service
Each Alera Group company is unique, with individual local and niche industry specialties. Our offices care about their local communities and often have long-standing relationships with clients that span years or even generations. We encourage both a collaborative culture and the opportunity for each location to have its own personality. We believe this enables us to deliver exceptional client experiences and the best possible outcomes – positively impacting our employees, clients and the communities where we live and work.
BlackCap is a metric-driven global manufacturing advisory firm that analyzes and implements financial improvements across the spectrum of a company's touchpoints (supply chain, operations, engineering, quality, finance, IT/cyber, sales & marketing, etc.). We have deep experience knowing where the "bodies are buried" in many verticals including automotive, medical device, pharmaceutical, food & beverage, packaging, consumer goods, building products, industrial goods, capital equipment, and others, both domestic and international. BlackCap is often engaged to optimize sales channels and expand markets, implement cost reduction initiatives, define and implement digital transformations, and assist in inorganic growth through greenfield and brownfield initiatives.
Our insurance specialists are technical experts who can help identify evaluate, reduce and manage risk of businesses. Our in-depth knowledge and experience can help to mitigate exposure and total cost of risk, determine if properly insured or if other risk management techniques would be more cost effective, identify and analyze exposures to loss, develop a total risk management strategy, design a comprehensive insurance program that will meet present and future needs.
Business Financial Planning