Acquisition Opportunity Alera Group acquired Todd Associates in 2020, indicating potential alignment opportunities with Alera’s broader capabilities in benefits, property/casualty, retirement services, and wealth management to cross-sell to Todd’s existing mid-market client base.

Mid Market Focus Todd Associates serves private and public companies across core industries like financial services, professional services, construction, manufacturing, and biotech, suggesting a targetable mix of mid-market clients seeking comprehensive risk management and insurance programs.

Tech Enablement The firm’s digital footprint includes WordPress, Google Analytics, and standard web caching and scripting tools, presenting opportunities to modernize client portals, data analytics for risk insight, and digital marketing collaborations to attract new mid-market clients.

Revenue Scale With reported revenue in the $100M-$250M range and a post-acquisition growth path, there is potential to upsell integrated solutions across employee benefits, P&C, and retirement services to existing clients as Alera expands capabilities.

Competitive Positioning Operating alongside large brokerages and consulting firms, Todd’s regional footprint and specialization in regulated industries positions it for targeted concurrent selling motions with national players, enabling joint go-to-market or consortium proposals to procurement teams.