Core Insights - Onex Partners announced a majority investment in OneDigital from Stone Point Capital and Canada Pension Plan Investment Board, with Onex remaining a significant minority owner [1][2] - The transaction values OneDigital at over US $7 billion, aimed at supporting its growth through organic expansion and strategic acquisitions [2] - Total proceeds from the transaction to Onex Partners V and Onex Corporation are approximately $1.1 billion and $235 million, respectively [3] Company Overview - OneDigital is an insurance brokerage and financial services firm that provides tech-enabled solutions for businesses and individuals, focusing on health, success, and financial security [7] - Founded in 2000 and headquartered in Atlanta, OneDigital serves over 100,000 employers and millions of individuals across the nation [7] Investment Firms - Stone Point Capital manages over $70 billion in assets and focuses on investments in the global financial services industry [8] - Canada Pension Plan Investment Board manages the Canada Pension Plan Fund, totaling C$777.5 billion as of September 30, 2025, and invests globally across various asset classes [9] Onex Partners - Onex Partners focuses on upper middle market buyout strategies, having invested over $21 billion across six funds and completed more than 570 add-on acquisitions [4]

Core Insights - OneDigital has received a majority investment from Stone Point Capital and Canada Pension Plan Investment Board (CPP Investments), valuing the company at over US $7 billion, aimed at supporting its growth through organic expansion and strategic acquisitions [2][3][4] Company Overview - OneDigital is celebrating 25 years in business and focuses on delivering integrated insurance, financial, and workforce solutions to empower businesses and individuals [3][6] - The firm operates across five core verticals: employee benefits and HR, retirement & wealth management, property & casualty, PEO, and Medicare Advantage [3] Investment Details - The investment will be made through the acquisition of a stake from existing shareholders, including Onex Partners, which will remain a significant minority owner [2][5] - This marks OneDigital's fourth equity recapitalization, reflecting long-term confidence in its leadership and growth trajectory [3][4] Strategic Goals - The partnership with Stone Point Capital and CPP Investments is expected to enhance OneDigital's capabilities in technology and human resources, further strengthening its client services [4] - The management team expresses enthusiasm about the growth potential and plans to collaborate closely with investors to create value [4][5] Financial Advisors - Evercore acted as the lead financial advisor to OneDigital, with Ardea Partners and Barclays also providing advisory services [5]