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Adam Bruckman

President and CEO at ONEDIGITAL INVESTMENT ADVISORS

Manager

Deal Bio

Total Deals8

Valued Deals1

Total Value£ 744 M

Avg. Deal Size£ 744 M

Market Context

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08 May 2017|United States|Outsourced HR and Staffing

Target: ONEDIGITAL

Bidder: NEW MOUNTAIN CAPITAL LLC

4 Service Providers

2 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

04 Feb 2020|United States|Financial Data and Systems

Target: RESOURCES INVESTMENT ADVISORS

Bidder: ONEDIGITAL

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

08 Oct 2020|United States|Outsourced HR and Staffing

Target: ONEDIGITAL

Bidder: ONEX CORPORATION

9 Service Providers

4 Target | 4 Bidder | 1 Vendor

47 Dealmakers

11 Target | 32 Bidder | 4 Vendor

£ 744 M

Value

06 Jan 2021|United States|Asset Managers and Custodians

Target: TRUIST FINANCIAL CORPORATION (INSTITUTIONAL RETIREMENT BUSINESS)

Bidder: ONEDIGITAL

4 Service Providers

1 Bidder | 3 Vendor

14 Dealmakers

1 Bidder | 13 Vendor

n/a

Value

11 Feb 2021|United States|Risk and Compliance

Target: HM EMPLOYEE BENEFITS AND RISK MANAGEMENT

Bidder: ONEDIGITAL

4 Service Providers

2 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

11 Apr 2023|United States|Banks

Target: HUNTINGTON NATIONAL BANK (401(K) ADVISORY AND RETIREMENT PLAN)

Bidder: ONEDIGITAL

4 Service Providers

1 Bidder | 3 Vendor

13 Dealmakers

3 Bidder | 10 Vendor

n/a

Value

06 Oct 2022|United States|Medical Services

Target: HEALTHWORKS INC

Bidder: ONEDIGITAL

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

2 Bidder

n/a

Value

31 Jan 2024|United States|Diversified Financials

Target: WEALTHSOURCE PARTNERS LLC

Bidder: ONEDIGITAL INVESTMENT ADVISORS

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

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