OneDigital Acquires Haigh Insurance (Yorba Linda, CA)

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 Bouchey & Clarke Benefits, Inc.

February 17, 2022

Insurance

OneDigital acquired Bouchey & Clarke Benefits, Inc., a Troy, New York-based employee benefits broker, as part of its continued expansion across New York. Bouchey & Clarke’s leadership will remain in place, and the acquisition is intended to extend OneDigital’s advisory and benefits administration capabilities across its Greater New York footprint.

OneDigital Acquires Impact Benefits & Retirement and Strategic Employee Benefit Services of Oregon

May 26, 2021

Insurance

OneDigital has acquired Portland-based Impact Benefits & Retirement and Strategic Employee Benefit Services of Oregon to expand its Pacific-region presence. The acquisitions broaden OneDigital’s employee benefits, retirement/wealth and HR advisory capabilities and bring the two offices into OneDigital’s Pacific team under shared oversight.

OneDigital Acquires Your Benefits Partner, LLC

March 24, 2021

Insurance

OneDigital has acquired Your Benefits Partner, LLC, a Glen Allen/Richmond, Virginia-based employee benefits and HR consulting firm, to expand its capabilities and scale across the Mid-Atlantic region. The Your Benefits Partner team will integrate with OneDigital’s Richmond office and founder Debbie Stocks will join OneDigital as Principal, Senior Client Executive, giving clients access to OneDigital’s broader benefits, HR consulting, technology and retirement/wealth solutions.

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.