OneDigital Acquires Refined Benefits (Sullivan)

The Florida-Based Acquisition Strengthens Regional Growth Across Employee Benefits Division

ATLANTA, GA – November 19, 2020 - OneDigital, the nation’s leading strategic advisory firm focused on delivering health, retirement & wealth and HR solutions for employers of all sizes, has acquired Refined Benefits (Sullivan), an employee benefits consulting firm, specializing in the underwriting and implementation of mid-sized to large group benefit plans for healthcare, vision and other programs. The acquisition of Sullivan will drive long-term growth across the firm’s employee benefits division in the Florida market.

Sullivan’s specialized focus aligns perfectly with OneDigital’s existing presence in the Southeast region. Our combined expertise will greatly amplify our ability to find solutions to current and future challenges facing employers across the country. Together, we can harness our talents to enrich the lives of our clients and the communities we serve.
 
— Bruce Goin, Managing Principal, OneDigital Florida

“OneDigital shares our passion and commitment to our clients and staff members,” said Catherine Ratcliffe, who previously held the role of COO and Partner at Sullivan, and will now assume the role of Principal Vice President of Operations at OneDigital. “We are so excited to work together with the OneDigital team and learn from each other, making the OneDigital Tampa office better than we could have ever imagined on our own.”

Founded in 2001, Sullivan’s focus has been on providing premier benefits support for mid-sized companies. Prior to its founding, Sullivan was originally a branch of OneDigital during the firm’s early years of operation. Effective upon the merger, Joe Sullivan, who previously held the role of Founder and President of Sullivan, will assume the title of Principal Client Executive at OneDigital. The firm’s current staff will also join OneDigital in various adjacent roles.

“Given our long-standing history, it only made sense to re-join with OneDigital,” said Joe Sullivan. “As our original parent company, we were confident about OneDigital’s many capabilities and enhanced solutions that could assure our clients and staff we would augment their experience with our team. OneDigital’s certified actuaries, pharmacy solutions national presence were a major draw that we feel will greatly benefit our clients and their employees.”

OneDigital’s alignment with outside firms and industry leaders has produced a portfolio of world-class services and solutions in over 100 offices throughout the country, serving close to 50,000 clients. The firm’s procurement process has yielded sizable returns, doubling and tripling the size of operations in new markets.

About OneDigital

OneDigital is the leading strategic advisory firm in the U.S. and has consistently led from the front as a workplace ally for 20 years. OneDigital’s unique ability to converge health, wealth and human resources into a hub of services and business guidance has empowered companies to create workplaces that attract and retain talent while fueling innovation and company growth. As employee healthcare, wellness and workplace benefits continue to shift, companies of all sizes have relied on OneDigital’s exceptional advisory teams for counsel and its adjacent services, including employee benefits, holistic HR services, retirement and wealth management, employee wellbeing and pharmacy consulting. Headquartered in Atlanta, OneDigital's more than 100 offices and 2,000 business strategists serve the needs of over 50,000 employers across the nation.

OneDigital has been named to the Inc. 5000 List of America’s fastest-growing companies every year since 2007, one of only 11 companies to do so. Currently listed as 18th on Business Insurance’s list of 100 Largest U.S. Brokers, OneDigital’s deep analytic abilities and experienced advisors deliver insights that reduce business risk and improve plan design and performance. For more information, visit www.onedigital.com.

About Sullivan

Sullivan was founded in 2001 and specializes in highly customizable and sustainable employee benefits programs for mid-sized businesses headquartered throughout Florida. The company takes a personal interest in the well-being of its customers and offers personalized service and cost management strategies to provide each client with the best benefits for their specific needs. For more information, please visit www.sullivanbenefits.net.