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 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 39 of 92
Sector: Business Services M&A 13 of 31
Type: Add-on Acquisition M&A Deals 37 of 84
State: Kansas M&A 1 of 1
Country: United States M&A 39 of 91
Year: 2020 M&A 2 of 11
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-01-13 Kistler Tiffany Benefits Co.

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 -