Mergers & Acquisitions

Build a future with a company that believes great things happen when you connect the dots between people, technology and platforms.

The last five years saw massive M&A activity in the insurance broker, wealth, retirement and P&C space, and the years ahead are not likely to ease up. Agencies today are exceptionally positioned to explore business opportunities that enable them to deliver broader advisory services and stronger technology infrastructure to service their customers.  Strengthen the future of your organization with a company that invests in your business for the long term.

CONTACT ONEDIGITAL

Health + Benefits   |   Workforce + HR   |   Retirement + Wealth   |   Property + Casualty   

 

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. Watch the video to learn more about the teams who have entrusted their brands and business to OneDigital.

95%

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 195+ offices across the country and the individuals who support building a more connected, inclusive world.

DISCOVER OUR CULTURE

Christine Matthews
 
"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."

Christine Mathews

Principal | HR

Tim Owen
 
“After 37 years in the business, I thought we knew it all. Through joining OneDigital, I have been able to rub elbows with other principal owners who do the same thing we do—It’s incredible. We’ve learned a lot and are stronger together.”

Tim Owen

Principal | Employee Benefits

Jania Stout
 
"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

Mike S
 
“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

Kelley S
 
“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, OneDigital Retirement + Wealth

 

Leverage OneDigital’s deep bench of experts to your advantage.

Retaining clients today requires continuous reinvestment into your business, and many firms struggle to achieve that from profits alone. Our leaders and operational models are future-focused, digitally enabled and analytically backed, with the foresight to evaluate where each industry is going and the capabilities to help businesses turn insights into opportunities.

 

M&A Team

Mike Sullivan Co-Founder And Chief Growth Officer Connect On LinkedIn
Adam Pannell Executive Vice President, Corporate Development Connect On LinkedIn
Jeffrey A. Yamin Vice President of Corporate Development Connect On LinkedIn
John Carew Vice President of Corporate Development Connect On LinkedIn
Carrie Ohm, CPFA Vice President of Corporate Development, OneDigital | Retirement + Wealth Connect On LinkedIn
Tina Sparrow Vice President of Corporate Development Connect On LinkedIn
Rob Richards Vice President of Corporate Development Connect On LinkedIn
Stephen Kelly Director of Corporate Development Connect On LinkedIn
M&A integrations can often be extremely complicated due to the level of interdependencies throughout the organization. OneDigital’s multidisciplinary integration and diligence team brings the technology expertise, and operational know-how to the table, helping organizations realize the full potential of a transaction.

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.

MORE EPISODES

Recent Episodes

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.

OneDigital will use your provided information to contact you from time to time about other products, services and events that may be of interest to you.
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