National Benefits Firm Acquires Phoenix Brokerage

inbusinessPHX.com

OneDigital, a leading insurance brokerage, financial services and HR consulting firm, announced the acquisition of Employee Benefits International (EBI) a full-service brokerage and consulting firm specializing in Employee Benefits. This strategic partnership enhances OneDigital’s client-focused approach and broadens its capabilities in the expanding West region. 

Employee Benefits International (EBI) is a full-service brokerage and consulting firm headquartered in Phoenix, Arizona. For over 13 years, Principal Stephanie Waldrop and her dedicated team have partnered with organizations of all sizes, ranging from small businesses to large enterprises, delivering tailored employee benefits solutions, risk management, cost containment, compliance, and human resource consulting services. EBI brings deep expertise across a wide range of industries, including public, private, and nonprofit sectors, providing strategic guidance tailored to the unique needs of each client.

“I’m truly excited to welcome Stephanie Waldrop and the entire EBI team to the OneDigital family. Their reputation for excellence and deep expertise in insurance are a perfect fit with our culture and vision” said Jeff Fallick, President, West Region, OneDigital, “By joining forces, we’re not only expanding our capabilities but also strengthening and growing our presence in Arizona. Together, we’re creating new opportunities to deliver even greater value to our clients. I look forward to what we’ll accomplish as one team, and I’m confident that this partnership will help us continue to raise the bar for service and innovation in our industry.”

The EBI team will continue delivering the personalized service their clients know and trust, now strengthened by access to OneDigital’s extensive national resources and expertise. This partnership is driven by a shared commitment to meeting and expanding the range of clients’ needs, offering enhanced services, including an opportunity to integrate workplace strategies with financial services, HR consulting, and property and casualty. By joining a network of over 750 team members across 30+ offices in the West region, EBI and OneDigital are dedicated to providing businesses and individuals with comprehensive services tailored to help them thrive.

 “OneDigital is the ideal partner to help us build on our commitment to delivering exceptional solutions for our clients. Our organizations share a culture of excellence and a passion for achieving outstanding results” Said Stephanie Waldrop, Managing Principal, Employee Benefits International, “Together, we are poised to become the leading solutions provider for employers. OneDigital brings a deeper bench for services we provide today, Employee Benefits Consulting, Risk Management, Compliance, and HR Services. I’m especially excited that our clients and colleagues will benefit from OneDigital’s comprehensive suite of offerings, including 401(k), Executive Benefits, and Financial Services, broadening the value we bring to every relationship.”

OneDigital and EBI appreciate the guidance and support provided by Brandon Nicodemo of Dowling Hales, who served as financial advisor throughout the acquisition process.

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