Acquisition Opportunity Alera Group acquired Bailey & Company Benefits Group in 2018, expanding national footprint and capabilities. Leverage cross-sell of employee benefits advisory services to Alera's broader client base and explore integrated benefit solutions for mid-market to publicly traded companies.

Mid to Large Market Current employee range (1001-5000) and revenue bracket ($25M-$50M) indicate a target profile for scalable benefit programs, voluntary benefits, and wellness initiatives that can be packaged with broader risk management and consulting services.

Digital Modernization Tech stack references Google Analytics, Google Fonts API, jQuery, and GoDaddy, suggesting opportunities to modernize client experiences, optimize benefits portals, and implement data-driven benefits analytics for retention and cost control.

Regional to National As part of Alera Group with 70+ locations and 1,500+ employees, there is potential to offer national alignment for benefits programs while maintaining local customization for Cincinnati and surrounding regions.

Competitive Positioning In a market with peers like USI, HUB, Lockton, Mercer, and NFP, position Bailey & Company benefits as a hybrid of local expertise and national scale, focusing on personalized service, industry-specific knowledge, and cost-effective benefit optimization.