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  6. OneDigital Invests In PWL Capital

Investment Summary

OneDigital Invests In PWL Capital

On January 23, 2025, OneDigital invested in financial services company PWL Capital

Investment Highlights
  • This is OneDigital’s 5th transaction in the Financial Services sector.
  • This is OneDigital’s 1st transaction in Canada.
  • This is OneDigital’s 1st transaction in Ontario.

Investment Summary
Date 2025-01-23
Target PWL Capital
Sector Financial Services
Investor(s) OneDigital
Deal Type Stake Purchase

Target

PWL Capital

Ottawa, Ontario, Canada
PWL Capital is an independent boutique retirement and wealth firm that offers holistic, full-service wealth management expertise. PWL Capital was founded in 1996 and is based in Ottawa, Ontario.

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Investor(S) 1

Investor

OneDigital

Atlanta, Georgia, United States
Category Company
Founded 2000
Sector Insurance
DESCRIPTION

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 89 of 89
Sector (Financial Services) 5 of 5
Type (Stake Purchase) 1 of 1
State (Ontario) 1 of 1
Country (Canada) 1 of 1
Year (2025) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-06-25 PayCheck Connection

Coeur d'Alene, Idaho, United States

PayCheck Connection is a professional employer organization (PEO) and HR Management company. PayCheck Connection was founded in 2006 and is headquartered in Coeur d'Alene, Idaho.

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