Alera Group, a leading national insurance and financial services firm, today announced the acquisition of CSNW Benefits, effective December 31, 2020.
Headquartered in Portland, Oregon, CSNW Benefits serves clients throughout the Northwest region, creating tailored employee benefits and retirement services plans. Leveraging compliance tools, HR resources and outstanding customer service, the CSNW Benefits team brings clarity to the complexity of insurance. The firm serves clients in a variety of industries, with specific vertical expertise in manufacturing and non-profits.
“We are proud to welcome the CSNW Benefits team to Alera Group, and we look forward to their impact as they work with other firms throughout the West region,” said Alan Levitz, CEO of Alera Group. “As an existing member of the Benefit Advisors Group, CSNW Benefits has existing relationships with many Alera Group firms and an outstanding collaborative culture, making them an excellent fit for Alera Group.”
“Joining Alera Group is an exciting development for our firm, and we look forward to the ways this will allow us to strengthen our client service with national tools and resources,” said Dan O’Doherty, Managing Partner of CSNW Benefits. “As part of Alera Group, we will maintain our existing community relationships, while continuing to grow our business through collaboration.”
The CSNW Benefits team will continue serving clients in their existing roles. Terms of the transaction were not announced.
About Alera Group
Based in Deerfield, IL, Alera Group’s over 2,000 employees serve thousands of clients nationally in employee benefits, property and casualty, retirement services and wealth management. For more information, visit www.aleragroup.com or follow Alera Group on Twitter: @AleraGroupUS.