Sterling Capital Brokers
Sterling Capital Brokers is Canada's largest independent benefit consulting firm, specializing in services tailored for high-growth small to medium-sized businesses. As an industry-leading benefits brokerage and Third Party Administrator, it focuses on transforming employee benefits solutions through its proprietary technology platform. The company develops customized plan management software that integrates seamlessly with human resources information systems and payroll platforms. This software provides features such as customized reports, billing data records, insurance feeds, real-time integrations, and enrollment management systems. By leveraging this technology, Sterling Capital Brokers enables its clients to create cost-effective, customized benefit plans while reducing administrative expenses.
3 past transactions
MB Pension & Benefits Group
Acquisition in 2024
MB Pension & Benefits Group is a Canadian employee benefits brokerage and consulting firm, certified as a B-Corp. It specializes in providing comprehensive, evidence-based mental health services and extended plan offerings. The all-female-owned company offers a range of services, including group benefits, health and wellness programs, retirement plans, and executive insurance, aiming to remove financial barriers to health and promote business sustainability through wellness initiatives.
Barclay Insurance Services
Acquisition in 2022
Barclay Insurance Services is a provider of insurance advisory services that specializes in creating customized insurance plans for businesses and individuals. The company primarily focuses on small to medium-sized businesses, developing cost-effective strategies that encompass employee benefits, group retirement planning, and business insurance. By delivering tailored solutions, Barclay Insurance Services aims to help clients secure their future and meet their financial objectives efficiently.
Riverview Insurance Solutions
Acquisition in 2021
Riverview Insurance Solutions is a provider of comprehensive insurance and benefit options, catering to both individual and business needs in Edmonton and Calgary. The company specializes in group benefits, life insurance, disability insurance, and critical illness coverage. It offers services such as benefit plan reviews, plan management, retirement account planning, market analysis, member communication, and corporate insurance planning. By focusing on tailored solutions, Riverview Insurance Solutions aims to meet the specific requirements of its clients, ensuring they have access to the necessary coverage and benefits.
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