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.
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.
Of the teams that have joined OneDigital since inception are still here – and thriving.
"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
“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
"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, OneDigital Retirement + Wealth
M&A Team
Carrie Ohm, CPFA
Vice President of Corporate Development, OneDigital | Retirement + Wealth
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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.
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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.