Great West Lifeco
Great-West Lifeco Inc. is a financial services holding company based in Winnipeg, Canada, engaged in a diverse range of businesses including life and health insurance, retirement and investment services, asset management, and reinsurance. The company operates primarily in Canada, the United States, and Europe, offering a comprehensive suite of products such as life, disability, critical illness, health and dental protection, and creditor insurance. Additionally, it provides retirement savings plans, investment options, and wealth management solutions, including annuities and reinsurance services. Great-West Lifeco manages approximately $546 billion in assets and operates through various subsidiaries, including The Great-West Life Assurance Company, London Life Insurance Company, and Putnam Investments. The company distributes its products through a wide network of advisors, brokers, and financial institutions. Founded in 1891, Great-West Lifeco is a subsidiary of Power Financial Corporation and maintains a significant market presence in group insurance and retirement sectors.
10 past transactions
Power Sustainable
Corporate Round in 2024
Power Sustainable is a multi-platform alternative asset manager investing in sustainable strategies.
Sagard
Funding Round in 2023
Sagard Holdings, established in 2002, is a multi-strategy alternative asset manager headquartered in Montreal, Canada, with additional offices in New York and Toronto. As a private equity arm of Power Corporation of Canada, Sagard specializes in middle-market investments, focusing on FinTech and HealthTech sectors in the United States and Canada. The firm targets companies with a minimum profit of $10 million, seeking significant minority or control positions. Sagard offers a unique, long-term shareholder perspective and provides tailored financing solutions through its Sagard Credit Partners vehicle.
Sagard
Corporate Round in 2021
Sagard Holdings, established in 2002, is a multi-strategy alternative asset manager headquartered in Montreal, Canada, with additional offices in New York and Toronto. As a private equity arm of Power Corporation of Canada, Sagard specializes in middle-market investments, focusing on FinTech and HealthTech sectors in the United States and Canada. The firm targets companies with a minimum profit of $10 million, seeking significant minority or control positions. Sagard offers a unique, long-term shareholder perspective and provides tailored financing solutions through its Sagard Credit Partners vehicle.
Prudential Financial
Acquisition in 2021
Prudential Financial, Inc. is a diversified financial services company based in Newark, New Jersey, founded in 1875. It specializes in insurance, investment management, and retirement solutions, offering a wide range of products to both individuals and institutions. The company operates through various segments, including Retirement, Group Insurance, and Individual Annuities, providing services such as life insurance, disability coverage, and retirement planning for diverse markets. Prudential also manages investment assets across public and private equity, fixed income, and real estate. While it primarily serves customers in the United States, it has a notable presence in international markets, particularly in Japan and Korea. Through its proprietary and third-party distribution networks, Prudential Financial aims to help clients grow and protect their wealth while fostering an inclusive work environment for its employees.
Northleaf Capital Partners
Corporate Round in 2020
Northleaf Capital Partners Ltd., established in 2009, is a Toronto-based independent global private equity and infrastructure manager. It specializes in primary, secondary, direct, fund of funds, and co-investments, with a focus on private equity, growth equity, venture capital, and turnaround investments. Northleaf invests in technology companies across various stages and sectors, including renewable energy and healthcare. It also invests in infrastructure, particularly in renewable energy projects like wind, solar, and biofuels. Northleaf manages funds on behalf of institutional investors such as pension plans, endowments, and family offices, with a typical investment size ranging from CAD150 million to CAD200 million. The firm's team, based in Toronto, London, and Menlo Park, is dedicated to sourcing, managing, and monitoring these investments.
Quovo
Series B in 2018
Quovo Inc. is a data platform that specializes in providing financial analytics and data management solutions for small- and mid-sized investors. Founded in 2009 and headquartered in New York, the company enables businesses to connect to millions of consumer financial accounts across over 14,000 institutions. Quovo's platform retrieves, organizes, and analyzes data, offering features such as automated data repair, portfolio reconciliation, and insights into client account activity. Its services are tailored for a diverse clientele, including endowments, foundations, family offices, and financial advisors. By facilitating deeper connectivity and insights, Quovo assists financial service providers in enhancing customer relationships and personalizing their offerings. In 2019, Quovo became a subsidiary of Plaid Inc.
EverWest Real Estate Investors
Acquisition in 2018
EverWest Real Estate Partners is a real estate investment and operating company located in Denver, Colorado, and is a wholly owned subsidiary of GWL Realty Advisors. The firm leverages a combination of operational and advisory experience to execute individual investments while maintaining high-quality operational processes. EverWest's decentralized approach to acquisition sourcing and asset management is facilitated through six regional offices, allowing the company to tap into local market knowledge. The investment professionals at EverWest are typically based in the markets they serve, providing them with valuable insights and extensive local real estate experience. This strategic framework enables EverWest to effectively navigate the complexities of real estate investments while delivering robust performance.
Financial Horizons
Acquisition in 2017
Financial Horizons Group is a Canadian-owned Managing General Agency (MGA) that serves independent financial advisors across Canada. The company provides a wide range of products and services, including life and health insurance, employee benefits, pensions, investments, structured settlements, and risk management solutions. Appointed by 24 insurance companies, Financial Horizons enables advisors to distribute these offerings to consumers, ensuring they have access to comprehensive financial services. The firm is dedicated to supporting advisors by responding promptly to their inquiries and needs, thereby enhancing their capability to serve clients effectively in the financial services sector.
Payfirma
Series A in 2015
Payfirma Corporation, founded in 2010 and based in Vancouver, Canada, specializes in mobile payment processing solutions. The company provides a comprehensive payment platform that enables businesses of all sizes to accept payments through various channels, including point-of-sale, mobile, and e-commerce. Payfirma's platform simplifies the payment process and includes features such as invoicing, recurring billing, and payment analytics, which assist businesses in making informed decisions. By catering to a diverse clientele, from small and medium-sized enterprises to large multinational corporations, Payfirma aims to deliver enterprise-level payment solutions in an accessible format, complemented by exceptional customer service. In 2018, Payfirma became a subsidiary of Merrco Payments Inc., further enhancing its capabilities in the payment processing sector.
Irish Life Assurance
Acquisition in 2013
Irish Life Assurance, established in 1939 and headquartered in Dublin, is Ireland's foremost life, investment, and pension company. As part of the Great-West Lifeco group, it benefits from the financial strength and stability associated with one of the world’s leading life assurance organizations. Irish Life focuses on providing a comprehensive range of personal financial services, including family protection products, life mortgage cover, pension plans, and investment options. The company aims to meet the health and financial needs of individuals and businesses through its diverse offerings in income and life protection, as well as health insurance. Its commitment to excellence and customer service has positioned it as a trusted leader in the Irish financial services market.
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