M&A Deal Summary

OneDigital Acquires Vertical Financial Group

On January 19, 2021, OneDigital acquired financial services company Vertical Financial Group

Acquisition Highlights
  • This is OneDigital’s 1st transaction in the Financial Services sector.
  • This is OneDigital’s 50th transaction in the United States.
  • This is OneDigital’s 1st transaction in Indiana.

M&A Deal Summary
Date 2021-01-19
Target Vertical Financial Group
Sector Financial Services
Buyer(s) OneDigital
Deal Type Add-on Acquisition

Target

Vertical Financial Group

Valparaiso, Indiana, United States
Vertical Financial Group provides trusted advisory services and comprehensive investment planning for individuals and companies of varying sizes. Vertical understands the challenges that come with financial preparedness and is therefore equipped to assist with a myriad of financial planning needs, ranging from company retirement plan or assistance building a personal wealth plan including attention to investments, insurance, estate planning, Medicare, life transitions, and taxes. Vertical Financial Group is based in Valparaiso, Indiana.

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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 50 of 88
Sector (Financial Services) 1 of 4
Type (Add-on Acquisition) 47 of 81
State (Indiana) 1 of 1
Country (United States) 50 of 88
Year (2021) 2 of 28
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-01-12 Area Financial Services

Altoona, Wisconsin, United States

Area Financial Services, Inc. is an employee benefits agency providing health and dental insurance, life insurance, long-term care insurance, annuities, and retirement plans. Area Financial Services was founded in 1988 and is based in Altoona, Wisconsin.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-01-26 Novem Benefits

Rochester, New York, United States

Novem Benefits provides clients with comprehensive employee benefits solutions, ranging from the initial analysis of existing benefits and employer finance strategies to plan implementation and compliance audits

Buy -
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