ALTERITY GROUP, LLC
FORT MYERS, FLORIDA

Alterity Group, LLC is a well-respected independent consulting firm known for its tailored advisory services aimed at private equity firms and employers. The company specializes in employee benefits and insurance solutions, helping clients successfully navigate complex landscapes and ensuring their benefit strategies align with transactional needs. By acting as an extension to deal, operations, and procurement teams, Alterity delivers customized support without leaning on any single vendor exclusively. Founded on August 20, 2009, in Fort Myers, Florida (with a mailing address at 500 W. Madison Street, 32nd Floor, Chicago, IL), Alterity has earned its reputation through distinctive expertise that blends brokerage execution with M&A knowledge-a model initially developed by industry innovator Jordan and supported by a highly skilled team. At the helm are key figures like Megan, who for over ten years has led benefits consulting with an emphasis on strategic client management. As Senior Director, she focuses on creating substantial value for private equity firms. The firm's dynamic leadership includes Jordan, the co-founder and Managing Director known for his significant contributions to corporate development following his experience with AGS Benefits Group. Paul also plays a crucial role in shaping business development and strategic initiatives, leveraging his renowned ability to uncover cost-saving strategies within the insurance consulting realm. Alterity’s dedication to excellence is powered by its experienced team, featuring Operations Lead Karen with 25 years of operational expertise and Directors Monique, Dina, and Lauren who handle strategic benefits plans, private equity management, and initiative-driven client services respectively. Former CEO Mark contributes his financial acumen, further enhancing Alterity's standards in the consulting field. Registered as 'Active' under Florida filing number L09000080514 and with its latest annual report filed on April 26, 2024, Alterity continues to uphold a commitment to excellence and transparency within the private equity and corporate sectors.