Kyle Campbell

About Kyle Campbell

Kyle joined the OneDigital team in September 2023 to help support Mergers and…

Experience

1. Vice President Corporate Development, Deal Architect

   OneDigital

   Sep 2023 — Present

   As a member of OneDigital’s M&A team, I work closely with the EVP of Corporate Development, other senior executives, owners of target companies, M&A finance team, post-closing integration teams, outside counsel, and other departments within OneDigital. I work on all aspects of the acquisition process, ensuring the successful consummation of the proposed transactions to effectively meet the company’s acquisition goals. • Develop rapport with the owners of the target company and liaison between the Business Development lead and the M&A team to communicate the OneDigital value proposition and evaluation process. • Facilitate introductions to subject matter experts throughout the organization to further qualify the “fit” and demonstrate the transaction rationale • Analyze and organize nancial and operational information of acquisition targets through review of financial statements, follow-up discussions with sellers, and client contracts to understand target nancials • Gather initial data from potential targets pre-Letter of Intent, including P & Ls, stafng rosters, book of business detail, etc. and collaborate with the M&A Finance team to develop initial financial workbook, valuation, and proposed deal structure. • Present acquisition opportunity to EVP, Corporate Development (and/or Investment Committee) to review financials, operations, valuation and proposed deal structure. Obtain approval to present deal structure to target. • Support Business Development Lead in communicating the proposal and transaction process and timeline to the target. • Serve as lead resource for sellers throughout the final diligence period, addressing all legal and integration related questions and concerns. • Work closely with the EVP, M&A Operations on continuous improvement to the acquisition process, identifying opportunities to drive efciencies and improve existing models and templates.