Mergers and Acquisitions

Own a Benefits or Financial Firm 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 business owners, benefits leaders and financial advisors 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
  • 27 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
  • 16 years of experience

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

Adam Pannell

  • Executive Vice President of Mergers & Acquisitions
  • 22 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.

First and foremost, every OneDigital employee has gone above and beyond to let us know they are here to help. Coming from a small office and suddenly having so many people as resources has been amazing. Considering our transition process took place during fourth quarter, I was concerned about the disruption. We didn’t miss a beat. The OneDigital team did a fantastic job and we couldn’t be happier to have access to all things OneDigital now. We have been with OneDigital since 2017 and I don’t regret this for a minute. I’m ever more excited for the years to come.


Kelly Scott

Harris, Scott and Associates

Tomball, TX

Contact OneDigital Mergers and Acquisitions

200 Galleria Parkway, Atlanta, GA, United States | 770-250-3019 | Get Directions