M&A Deal Summary |
|
|---|---|
| Date | 2020-01-13 |
| Target | Kistler Tiffany Benefits Co. |
| Sector | Insurance |
| Buyer(s) | OneDigital |
| Deal Type | Add-on Acquisition |
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OneDigital is a pure-play employee-benefits broker in the United States. OneDigital delivers benefits solutions for employers of all sizes through a sophisticated combination of strategic advisory services, proprietary technology, advanced analytics, compliance support, technical innovations and HR capital management tools. OneDigital was founded in 2000 and is based in Atlanta, Georgia.
| DEAL STATS | # |
|---|---|
| Overall | 38 of 92 |
| Sector: Insurance M&A | 25 of 49 |
| Type: Add-on Acquisition M&A Deals | 36 of 84 |
| State: Pennsylvania M&A | 4 of 5 |
| Country: United States M&A | 38 of 91 |
| Year: 2020 M&A | 1 of 11 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-12-17 |
Levy Organization
Philadelphia, Pennsylvania, United States Levy Organization provides benefits programs and creating strategies that seek to deliver immediate value and support the long-term financial health of our customers. Levy Organization is based in Philadelphia, Pennsylvania. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-02-04 |
Resources Investment Advisors
Overland Park, Kansas, United States Resources Investment Advisors LLC is a specializes in supporting independent financial advisors across the country who are focused on the corporate retirement plan space. Resources Investment Advisors is based in Overland Park, Kansas. |
Buy | - |