The topic of Mergers and Acquisitions can bring out mixed emotions and opinions, especially when dealing with future strategy. OneDigital is investing in talented people, agencies and solutions to build value over the long-term for our clients and our company.
When approaching agencies that are considering their future and what it can look like, we're committed to taking the road less traveled. Brett Rosen, EVP of Mergers & Acquisitions (East), was recently featured in The ShiftShapers Podcast titled Mergers and Acquisitions 101.
The story of our industry over the last decade has been one of mergers and acquisitions. The ACA has propelled new levels of activity as benefit advisors are leaving the industry and selling their practices. This episode’s guest is in the middle of the action, and here to share his expertise and opinions on the advantages some firms have found by becoming part of a larger organization."
— David Saltzman, ShiftShapers