ALTERITY GROUP, LLC
FORT MYERS, FLORIDA

Alterity Group, LLC is a leading independent consulting firm renowned for its advisory services tailored to meet the unique needs of private equity firms and employers. Specializing in employee benefits and insurance, Alterity equips clients with the necessary tools to navigate an ever-evolving landscape, ensuring alignment between employee benefit strategies and transactional requirements. By functioning as an extension of deal, operations, and procurement teams, Alterity offers bespoke solutions without exclusive vendor commitments. Established under Articles filed on August 20, 2009, in Fort Myers, Florida (Mailing Address: 500 W. MADISON STREET, 32nd Floor, Chicago, IL, 60661), the company has built its reputation on distinctive expertise that merges brokerage execution with M&A acumen, a model pioneered by industry leader Jordan and supported by a dedicated team of experts. Key Team Members: - Megan, a decade-long veteran in benefits consulting and strategic client management, leads Alterity’s Client Service Teams. As Senior Director, she prioritizes value creation for private equity firms. - Jordan, the co-founder and Managing Director, drives corporate development initiatives with his extensive background co-founding AGS Benefits Group. - Paul, tasked with business development and strategic initiatives, brings a comprehensive history in insurance consulting, recognized nationally for identifying cost-saving strategies. Alterity's commitment to service excellence is sustained by its talented team, which includes Operations Lead Karen with her operational prowess developed over 25 years; Directors Monique, Dina, and Lauren who oversee strategic benefit plans, private equity management, and initiative-driven client services respectively. Under the skilled leadership of individuals like Mark, a former CEO with a firm financial background, Alterity continues to redefine standards in employee benefits consulting. The company’s legal status is 'Active', registered under Florida filing number L09000080514. With ongoing reporting as evident from their last annual report dated April 26, 2024, Alterity remains committed to excellence and transparency within the private equity and corporate sectors.