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M&A Deal Summary

OneDigital Acquires Clearview Advisory

On May 6, 2021, OneDigital acquired business services company Clearview Advisory

Acquisition Highlights
  • This is OneDigital’s 20th transaction in the Business Services sector.
  • This is OneDigital’s 61st transaction in the United States.
  • This is OneDigital’s 5th transaction in Georgia.

M&A Deal Summary
Date 2021-05-06
Target Clearview Advisory
Sector Business Services
Buyer(s) OneDigital
Deal Type Add-on Acquisition

Target

Clearview Advisory

Atlanta, Georgia, United States
Clearview Advisory is a retirement plan consulting firm that offers advisory services. Clearview Advisory was founded in 1994 and is based in Atlanta, Georgia.

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Buyer(S) 1

Buyer

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 61 of 89
Sector (Business Services) 20 of 31
Type (Add-on Acquisition) 56 of 81
State (Georgia) 5 of 5
Country (United States) 61 of 88
Year (2021) 13 of 28
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-04-29 Keystone Retirement & Insurance Advisors

Houston, Texas, United States

Keystone Retirement & Insurance Advisors is a fully independent retirement plan group that specializes in helping companies establish, maintain and service their corporate retirement benefit needs. Keystone Retirement & Insurance Advisors is based in Houston, Texas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-05-11 KZ Wealth

Hauppauge, New York, United States

KZ Wealth provides business owners, key executives, and high-net-worth individuals with comprehensive financial strategies to help them work towards their business objectives and personal investment goals. KZ Wealth is based in Hauppauge, New York.

Buy -
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