OneDigital Acquires GMG Insurance

OneDigital Acquires GCD Insurance Consultants

September 27, 2021

Insurance

OneDigital has acquired Tampa-based GCD Insurance Consultants, adding GCD’s team, client relationships and HR/payroll capabilities to OneDigital’s Southeast platform. Approximately 20 GCD employees and about 200 customers will transition to OneDigital, and GCD principals Steve Gionis, Rich Caulley and Josh Dillinger will join OneDigital in adjacent leadership roles.

OneDigital Acquires HM Employee Benefits and Risk Management

February 11, 2021

Insurance

OneDigital acquired HM Employee Benefits and Risk Management, a St. Louis-based employee benefits and risk management firm, bringing approximately 130 employees into OneDigital. The deal expands OneDigital’s capabilities by adding property & casualty (P&C) services to its existing health, retirement/wealth and HR advisory offerings, enabling a more holistic multiline agency platform.

OneDigital Investment Advisors Acquires Gouldin & McCarthy, LLC

January 13, 2022

Financial Services

OneDigital Investment Advisors, a subsidiary of OneDigital, has acquired the assets of Gouldin & McCarthy, LLC, a Basking Ridge, New Jersey-based personal financial planning and retirement plan consulting firm. The deal brings the G&M team into OneDigital to expand its wealth management and retirement consulting capabilities across the Northeast and deepen services for small-to-medium businesses and high-net-worth clients.

OneDigital Acquires GHC Associates, Inc.

October 13, 2022

Insurance

OneDigital has acquired GHC Associates, Inc., a benefits brokerage and HR consulting firm based in Alexandria, Virginia. The deal expands OneDigital's benefits capabilities and regional presence in the DC–Maryland–Virginia market, transitioning over seventy client groups onto the OneDigital platform.

OneDigital Acquires CAL Insurance

June 20, 2024

Insurance

OneDigital has acquired CAL Insurance, a San Francisco-based property and casualty insurance brokerage founded in 1927, to expand its P&C and risk management capabilities in the Western U.S. CAL’s leadership team, including CEO Joe DeLucchi and five principals, and the firm’s 26+ employees will join OneDigital to continue serving CAL’s ~2,000 clients across private clients, real estate, education, non-profits and commercial sectors. The acquisition strengthens OneDigital’s national presence and complements its employee benefits, PEO and risk-management offerings.

OneDigital Acquires Fortune Insurance

April 15, 2025

Insurance

OneDigital has acquired Fortune Insurance, a Tacoma-based property & casualty insurance firm, expanding OneDigital's P&C and risk management capabilities in the Pacific Northwest. The deal brings Fortune's team and industry-specific risk solutions into OneDigital's nationwide insurance, financial services and HR platform.