Acquisition Opportunity CBM Insurance was acquired by Alera Group in December 2023, signaling potential cross-sell opportunities for Alera’s broader risk and employee benefits capabilities within CBM’s existing commercial and personal lines client base.

Mid-market Focus With 11-50 employees and revenue in the 50 to 100 million range, CBM operates in the mid-market segment where comprehensive risk management, workers compensation, and employee benefits services are typically high-value buyers.

Technology Stack CBM’s use of platforms like Google Cloud, Drupal/WordPress, and marketing tooling suggests readiness for digital engagement, data-driven underwriting support, and scalable online client experiences that can be leveraged for cross-sell and upsell campaigns.

Geographic Coverage Serving Delaware, Maryland, Pennsylvania, and New Jersey presents a multi-state footprint with regulatory considerations and potential for bundled multi-state commercial and personal lines programs.

High Growth Potential Revenue of 50–100 million and alignment under a large brokerage group indicate strong platform for expanding through strategic partnerships, additional lines of coverage, and integrated risk management solutions to deepen wallet share.