OneDigital Acquires Crum-Halsted Agency

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 Senour-Flaherty Insurance

May 30, 2024

Insurance

OneDigital has acquired Senour-Flaherty Insurance, a property & casualty insurance agency based in Mason, Ohio. The 10-person agency will join OneDigital to expand the firm's southern Ohio / greater Cincinnati presence and to integrate P&C insurance and risk management capabilities into OneDigital's broader insurance, benefits, wealth and HR services.

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.

OneDigital Acquires McWalter Volunteer Insurance Agency

October 10, 2024

Insurance

OneDigital has acquired McWalter Volunteer Insurance Agency, a Concord, Massachusetts-based property & casualty and benefits firm with a 27-person team and over 4,500 clients. The acquisition expands OneDigital's P&C capabilities and Northeast footprint, and McWalter's team will continue to operate from its Concord, Andover, Danvers and Maynard offices.

OneDigital Acquires RiskSOURCE Clark-Theders

December 13, 2023

Insurance

OneDigital has acquired RiskSOURCE Clark-Theders, a Cincinnati-based property & casualty (P&C) insurance firm. The 25-person RiskSOURCE team will join OneDigital’s Mid-Atlantic region, expanding OneDigital’s P&C capabilities and providing RiskSOURCE clients access to OneDigital’s employee benefits, HR consulting, wealth management and retirement services.

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.