Mergers and Acquisitions

Own a Benefits or Financial Firm and Looking to the Future? Explore the Possibilities...

Learn More

Welcome to OneDigital Mergers and Acquisitions


New Innovation Series Podcast Episode

OneDigital Co-Founder and Chief Growth Officer Mike Sullivan sits down with Mike Shanahan to discuss OneDigital’s first acquisition integrating property and casualty (P&C) into its suite of offerings. LISTEN NOW →

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.

Let's Talk

View Careers

Meet The Leadership

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