Mergers and Acquisitions

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

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Latest News & Updates from Mergers and Acquisitions


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, Partnerships & Acquisitions
  • 12 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.

Steve Pede

Steve Pede

  • Vice President, Strategic Partnerships
  • 30 years of experience

Serves as OneDigital’s strategic liaison between partners and the company’s operations team.

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


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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