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.

Every year we strive to focus on bigger clients. Our partnership with OneDigital provides the resources we need for smaller benefits clients and enables our agents to focus on our firm’s larger business goals.

Judy Whitson, VP of Employee Benefits

Bolton & Co.


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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