OneDigital, a leader in insurance brokerage, financial services, and HR consulting in the United States, has significantly expanded its operations by acquiring Lyons HR, LLC, a professional employer organization (PEO) known for its HR management solutions. This acquisition marks a crucial step in extending OneDigital’s PEO offerings, specifically its OneDigital Resourcing Edge PEO solution, across […]
In a significant move to expand its wealth management services, OneDigital Investment Advisors, a subsidiary of the leading insurance brokerage, financial services, and HR consulting firm OneDigital, announced the acquisition of WealthSource Partners. This transaction marks a substantial increase in OneDigital’s assets under management, adding approximately $1.3 billion in wealth management advisory assets to its […]
OneDigital, a US provider of employee benefits insurance brokerage and retirement consulting services, has acquired Missouri-based HM Employee Benefits and Risk Management for an undisclosed price. Established in 1991, HM Employee Benefits and Risk Management offers employee benefits and risk management services to clients across all 50 states and more than 60 countries. The acquisition […]
Canadian investment manager Onex Corporation has completed its previously announced acquisition of a majority stake in OneDigital, a US provider of employee benefits insurance brokerage and retirement consulting services. The stake was acquired for a consideration of about $960 million. The deal, which was signed in October 2020, values OneDigital at $2.65 billion. Onex made […]
Canadian investment manager Onex Corporation and its affiliated funds (the Onex Group) has agreed to acquire a majority stake in OneDigital, a US provider of employee benefits insurance brokerage and retirement consulting services, for about $960 million. The deal values the Atlanta-based employee benefits and retirement advisor at $2.65 billion. New Mountain Capital and OneDigital […]