Mergers and Acquisitions

Set As My Preferred Team

Own an agency and looking to the future? Explore the possibilities...

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Welcome to OneDigital Mergers and Acquisitions

We are here to help you explore whether aligning with OneDigital by merger, acquisition or strategic partnership makes sense.
We’re eager to get to know agency owners and benefits leaders to learn how we can build a brighter future as business partners.

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Meet The Leadership

Brett Rosen

  • Executive Vice President of Mergers & Acquisitions
  • 25 years of experience

Contact Brett to discuss the possibilities OneDigital has to offer to future-proof your benefits business.

Jeff Yamin

  • Vice President of Acquisitions & Partnerships
  • 14 years of experience

Contact Jeff to discuss strategy and understand how OneDigital’s partnership opportunities may enhance their benefits practice.

Adam Pannell

  • Executive Vice President of Mergers & Acquisitions
  • 20 years of experience

Contact Adam to discuss the capabilities and resources OneDigital has to offer to help your benefits business thrive in a changing marketplace.

Joining OneDigital was the perfect move for my team, my clients and myself. Our 10-person firm became 600 strong, yet we were able to maintain our entrepreneur-like approach in our market. With access to an incredible amount of tools, resources and talent we have grown considerably over the last 18-months. OneDigital continues to deliver on their promise to provide me with whatever I need to be successful, yet allows me to manage my team and my market.

Jeff Fallick

Fallick Benefits

Los Altos, CA

Contact OneDigital Mergers and Acquisitions

  • 1st Thursday of the Month | Thought leadership from across the country. Find out what you need to know about employee benefits from our team—what's new, what should be on your radar, and what your priorities should be for that month. 2nd Thursday of the Month | Each month we’ll give you peace of mind with compliance thought leadership, trending updates and planning tools. Our regular webinars with our Compliance Services Team will be front and center as well, so you don’t miss a beat. 3rd Tuesday or Thursday of the Month | We provide a resource to help our HR colleagues and leaders better execute their employee benefits every month. Resources vary from compliance calendars to strategy implementation worksheets and more based on the time of year. 4th Thursday of the Month | We’ll highlight the upcoming month’s health initiatives, and share articles related to wellness. We’ll also provide a downloadable newsletter to share with your employees as part of your company’s wellness offerings. Immediately | When compliance requirements for employers are updated, we make sure you're informed as soon as possible. To minimize the number of emails you receive, we do our best to include a majority of regulatory updates in our monthly Compliance Confidence E-News, and save the Alerts for urgent updates. Seasonally | With over 50 offices across the U.S., we offer in-person educational opportunities throughout the year. Most seminars are held in the Spring and Fall, and range in topics from compliance to specific plan design options to voluntary benefits.

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