ONEDIGITAL MERGERS & ACQUISITIONS
Write Your Next Chapter with OneDigial
We build businesses that excel in today’s marketplace.
Power Your Growth with an Industry Leader
With a history of entering markets and rapidly growing to become a top 10 leader, we know how to build and integrate businesses across industries. You’ve spent years, even decades, building your business through challenging, uncertain economic times, maintaining deep personal connections with your clients. Let us help you build the next chapter, together.
40+
Financial Services Acquisitions*
13,000+
Households
$137B+
Assets Under Advisement**
$16B+
In Wealth Advisory
250+
Offices Nationwide
95%
Owners still with us 5 years later
*Since 2020
**As of 9/30/24. Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.
Don’t take our word for it, hear from owners who have joined OneDigital
“One of the things we started to realize as a firm is that there was perhaps some limitation in how much we could provide opportunity for growth for the people on our team. Joining the OneDigital family gave me the opportunity to see the future for a lot of my colleagues in a way that may not have been possible previously.”
— Mike Gouldin, Senior Vice President, OneDigital Financial Services
"I chose OneDigital because we wanted to continue to be surrounded by change-makers and bold leaders who think the way we do.”
— Brady Dall, Senior Vice President, OneDigital Financial Services
"We are building a company that doesn’t exist in the marketplace today. A company of consequence whose acquisition strategy is about culture and economic opportunity, with an eye toward impacting the lives of millions of Americans.”
- Mike Sullivan, Chief Growth Officer | Connect on LinkedIn →
Why Partner with us?
We are a partner, a fierce advocate, supporting the needs of our clients and employees by bringing together a holistic suite of offerings to deliver health, success, and financial security to our most important stakeholders. Your clients are your priority. Let us help you to focus on them.
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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.