From Federated to Integrated: Using Tech, Outsourcing, and Existing Infrastructure to Speed the Unification of Roll-up Strategies

Tuesday, October 14, 2025
Brokers Track
FormatMic Drop

Like many PE backed brokers, Alera has embarked on the journey of creating a unified company out of multiple acquisitions. Not only is an integrated company necessary to leverage initiatives and advantages predicated on scale, but the market has also shown a premium for integrated companies during liquidity events. Lets discuss how lean modern brokers are using new tools and strategies integrate their companies more quickly by skipping an expensive management infrastructures that used to be requisite to driving change.

Speakers
Justin Foa
Justin Foa, National P&C Practice Leader - Alera Group