M&A Deal Summary |
|
|---|---|
| Date | 2021-02-11 |
| Target | HM Risk & Benefits |
| Sector | Insurance |
| Buyer(s) | OneDigital |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Waller Helms Advisors LLC Dowling & Hales (Financial) |
SEARCH BY
Try For Free 7-Day Free Trial
OneDigital is a provider of employee benefits for employers of all sizes, represents the new generation in health and benefits. Focused on creating harmony between people and technology. OneDigital delivers market-leading benefits solutions and is the only company offering a sophisticated combination of strategic advisory services, analytics, compliance support, technical innovations, and HR capital management tools to employers. OneDigital was founded in 2000 and is based in Atlanta, Georgia.
| DEAL STATS | # |
|---|---|
| Overall | 55 of 87 |
| Sector (Insurance) | 32 of 48 |
| Type (Add-on Acquisition) | 50 of 80 |
| State (Mississippi) | 1 of 1 |
| Country (United States) | 55 of 87 |
| Year (2021) | 7 of 28 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-02-04 |
Owen & Associates
Jacksonville, Florida, United States Owen & Associates offers consulting expertise and administrative resources to plan, design, execute and deliver a health benefits strategy. Their dedicated team of licensed benefit experts has moved from the transactional approach of commoditizing benefits to a consultative approach, offering value in innovative, cost-proven solutions. Owen & Associates was formed in 1988 and is based in Jacksonville, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-02-18 |
Keever & Associates
Tampa, Florida, United States Keever & Associates, Inc. is a full-service employee benefits agency and continues to provide assistance in plan and contribution design, competitive bidding, installation, employee education, management, and service of plans. Keever & Associates was founded in 1999 and is based in Tampa, Florida. |
Buy | - |
