Leaders of insurance and employee benefits firms looking toward mergers & acquisitions are not always looking for a way to leave.
"A lot of the models we were approached with seemed like exit plans...but you have loyalties to your employees and loyalties to your clients that you can't just walk away from,” says Clifford Davis, Managing Partner of Orion Risk Management.
Clifford was looking for a merger & acquisitions partner that would allow him to approach customers with the strength and financial backing of a national firm like the Alera Group, while retaining his independence as the leader of his business, specializing in captive insurance, property and casualty insurance and employee benefits. He talks about how he found that and a long list of additional resources in Alera Group.
Learn more about the resources Alera Group provides its partner firms here: aleragroup.com/contact-us/par...
See how another property and casualty insurance and employee benefits group also retained its community connection while growing its resources and reputation here: youtube.com/watch?v=Piq-r...
