M&A Deal Summary

OneDigital Acquires Resources Investment Advisors

On February 4, 2020, OneDigital acquired business services company Resources Investment Advisors

Acquisition Highlights
  • This is OneDigital’s 13th transaction in the Business Services sector.
  • This is OneDigital’s 39th transaction in the United States.
  • This is OneDigital’s 1st transaction in Kansas.

M&A Deal Summary
Date 2020-02-04
Target Resources Investment Advisors
Sector Business Services
Buyer(s) OneDigital
Deal Type Add-on Acquisition

Target

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.

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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 39 of 88
Sector (Business Services) 13 of 31
Type (Add-on Acquisition) 37 of 81
State (Kansas) 1 of 1
Country (United States) 39 of 88
Year (2020) 2 of 11
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-01-13 Kistler Tiffany Benefits

Berwyn, Pennsylvania, United States

Kistler Tiffany Benefits Co. is an employee benefits firm and general agency headquartered in Berwyn, Pennsylvania that serves clients and broker partners through exceptional service, innovative and cost-effective plan design, health care reform and compliance guidance, HR consulting, benefits administration technology, on-site call center, employee advocacy services and more.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-07-14 Service Planning

Fort Lauderdale, Florida, United States

Service Planning Corp. is a health insurance and financial services consulting firms serving employers and individuals throughout Florida and other areas. Service Planning is based in Fort Lauderdale, Flordia.

Buy -
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