Acquisition Highlight CBM Insurance Agency was acquired by Alera Group in December 2023, signaling a strengthened backing and potential cross-sell opportunities across Alera’s broader client base in the insurance services market.

Regional Focus Operates across Delaware, Maryland, Pennsylvania and New Jersey with expertise in commercial, personal, life and health insurance, presenting multiple cross-sell avenues to both SMB and mid-market clients in these states.

Growth Readiness Revenue range of 50M to 100M and a lean 11-50 employee base suggest opportunities to expand under a larger group’s platform, with potential for scalability and depth in service offerings.

Tech Footprint Utilizes common marketing and website technologies (WordPress stack, Google Analytics/Tag Manager, RSS, jQuery) indicating potential for data-driven client acquisition enhancements and improved digital engagement.

Market Position Competes in a crowded broker landscape with peers like USI, Alliant, HUB and NFP; a joint venture or integration with Alera Group could sharpen competitive positioning, expand carrier access, and unlock larger enterprise clients.