Mergers & Acquisitions
Build a future with a company that believes great things happen when you connect the dots between people, technology and platforms.
At OneDigital, we translate bold ambition into reality. We are looking to partner with successful benefits, workforce, wealth, retirement and P&C business owners who want to realize their infinite potential and grow with us. Build a future with a company that unleashes your team's potential and invests in your business for long-term transformation, limitless expansion, and opportunity.
Insurance, Financial Services and HR Consulting
The OneDigital model has fueled more than 20 years of strategic expansion.
Employers today seek the scale, innovation, and experiences only made possible by well-established brands in the marketplace. Our approach to foster a network of like-minded leaders to join the OneDigital brand enables us to be stronger than the sum of our parts. Hear from the entrepreneurs who committed to a partnership that delivered personal and professional growth for them and their teams.
Of the teams that have joined OneDigital since inception are still here – and thriving.
OneDigital’s fierce culture of caring.
When merging with any company, certain things will inevitably change – and with OneDigital, they will change for the better. At OneDigital, we value our people and culture of belonging above all else. We believe that our culture makes us unique and that we have a value to offer, unlike other players in the business advisory space. Learn more about our 165+ offices across the country and the individuals who support building a more connected, inclusive world.
"From the first time I met the team, I felt immediate partnership and alignment. OneDigital’s focus on people and culture was genuine and deep and resonated with me, as that is how I have always run my business. The people-first way."
Jania Stout, CFA®
Senior Vice President | Retirement + Wealth
“From a team development standpoint, the folks we have been fortunate to hire are excited to join our team and about their future career paths. And the existing employees that we brought to OneDigital are being given opportunities they would never have otherwise had. Our story keeps getting better.”
Mike Shanahan
Senior Managing Principal | Property + Casualty
“I’m excited to say that joining OneDigital was one of the best decisions I’ve made. It has allowed me to support my client’s needs in a much broader way through the varying expertise of my new colleagues while, having the entrepreneurial spirit that made us successful in the first place, supported and encouraged.”
Kelley Snook, Jr, AIF®
Senior Vice President | Retirement + Wealth
"One thing that makes OneDigital’s business model unique is that leaders make decisions out in the field. It’s not a top-down organization and provides leaders with a sense of autonomy and freedom to continue operating like they did pre-sale but with the support of a great organization, best practices, and ideas."
Mike Ward
Senior Managing Principal | HR + Employee Benefits
"OneDigital allowed me to lead my team into a greater future, with new ideas to bring forth to customers and diversity of thought. Part of the magic of being a part of a larger enterprise is all of the new opportunities it will afford a business. That is why I am so happy with my decision to join OneDigital."
Jason Chepenik
Senior Vice President | Retirement + Wealth
OneDigital’s People Potential Look Book
Top talent can quickly hit a glass ceiling within small businesses. Joining a growing organization enables deeper support systems and new opportunities. View OneDigital’s People Potential Look Book for an interactive look into talent success stories post acquisition.
Leverage OneDigital’s diverse offerings for accelerated growth.
Retaining clients today requires continuous reinvestment into your business, and many firms struggle to achieve that from profits alone. Our leaders and operational models focus on diversification, presenting significant cross-sell and pipeline opportunities ahead as we rotate into new segments.
At OneDigital, we provide one solution, delivered by one team, backed by one purpose of doing well for business by doing good for people. Watch this video to discover how the power of one can help unleash business growth and power people potential.
Why OneDigital
As a business owner, selling a firm you've built from the ground is an emotional experience. These former business owners reveal their personal reasons for joining OneDigital and why they are certain they made the right move - for their business and their people.
M&A Team
Peter Sims
Vice President of Corporate Development, OneDigital | Retirement + Wealth
Connect On LinkedIn
Carrie Ohm, CPFA
Vice President of Corporate Development, OneDigital | Retirement + Wealth
Connect On LinkedIn
Bold Intentions
In this series, business owners, change-makers, and cultural influencers offer bold and compelling discussions designed to inspire businesses and people. This innovative series explores how creative thinking and innovation have become the key to unleashing business growth and empowering people potential.
Recent Episodes
Recent Announcements
Make your next strategic move to OneDigital.
In today’s business landscape, the stakes for organizations seeking to deliver value through transactions are higher than ever. By joining OneDigital, you gain consulting, products and technology that will illuminate the best possible solutions for your customers, so they can reach a better state of being. If your operating standards and industry vision align with ours, we encourage you to contact us further to explore the opportunity to partner with our growing organization.