OneDigital, an insurance brokerage and financial services firm, receives a majority investment from Stone Point Capital and CPP Investments, valuing the company at over $7 billion. This investment will support OneDigital’s growth through organic expansion and strategic acquisitions in multiple verticals. Stone Point Capital and CPP Investments will acquire a stake from existing shareholders, including Onex Partners, who will remain a significant minority owner. The transaction is expected to close in the fourth quarter of 2025, pending regulatory approvals.
Founded in 2000, OneDigital celebrates 25 years in business and aims to deliver integrated insurance, financial, and workforce solutions to empower businesses and individuals. This transaction marks the firm’s fourth equity recapitalization, highlighting confidence in its founder-led leadership and sustained growth across five core verticals. Stone Point Capital and CPP Investments express enthusiasm for OneDigital’s growth potential and look forward to collaborating with the team in the next phase of value creation.
Onex Partners, a significant investor in OneDigital since 2020, expresses excitement about the company’s future and looks forward to supporting its continued growth and value delivery to clients. Evercore, Ardea Partners, and Barclays served as financial advisors in the transaction, expected to close in the fourth quarter of 2025. Stone Point Capital will provide legal counsel, and J.P. Morgan Securities LLC and RBC Capital Markets acted as financial advisors.
Read more at GlobeNewswire: OneDigital Welcomes Strategic Investment from Stone Point
