Sun Life

Sun Life Financial, founded in 1865, is a prominent insurance company based in Canada with a diverse range of operations across multiple countries, including the U.S., Bermuda, the U.K., Hong Kong, the Philippines, Indonesia, India, and China. The company specializes in providing a variety of insurance products and financial services aimed at ensuring financial security for individuals and families. Leveraging innovative technology and a robust distribution network, Sun Life has established strong relationships with many large employers in Canada, enhancing its market position. In addition to insurance, Sun Life Global Investments, a subsidiary of Sun Life Financial, offers access to top-tier asset managers and manages equity and fixed-income mutual funds, catering to the investment needs of Canadian clients. The firm’s commitment to financial stability and growth has facilitated its expansion into international markets while continuing to serve millions of Canadians effectively.

Focus

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http://www.sunlife.com

http://www.sunlifeglobalinvestments.com

https://crunchbase.com/organization/sun-life-financial

https://crunchbase.com/organization/sun-life-global-investments

https://facebook.com/slfcanada

https://facebook.com/slfunitedstates

https://linkedin.com/company/2640690

https://linkedin.com/company/sun-life-financial

https://pitchbook.com/profiles/advisor/11608-66

https://twitter.com/slgi_canada

https://twitter.com/sunlife

https://www.capitaliq.com/CIQDotNet/company.aspx?companyId=39179581

https://www.capitaliq.com/CIQDotNet/company.aspx?companyId=412944

https://www.privateequityinternational.com/database/#/profile?id=458

Yaniv Bitton

AVP, Investor Relations

Randolph (Randy) Brown

CIO

Zita Chung

Assistant VP Of Investments

Dean Connor

President and CEO

Mike Elkas

MD

Neil Haynes

Senior VP and CFO

Dec Mullarkey

MD

28 past transactions

Dialogue

Private Placement in 2020

Dialogue was founded with the mission to improve wellbeing by reducing barriers to quality care. As the largest and fastest-growing telemedicine company in Canada, Dialogue provides convenient, virtual access to a multidisciplinary team of healthcare professionals for Canadian companies who care. By empowering employees to be proactive about their physical and mental health, businesses can reap the significant benefits associated with happier and healthier employees.

Crescent Capital Group

Acquisition in 2020

Crescent Capital Group LP, an SEC-registered investment adviser, is headquartered in Los Angeles with offices in Boston, London and New York. With approximately 60 investment professionals, the firm invests at all levels of the capital structure, with a significant focus on below investment grade credit through strategies that invest in senior bank loans, high yield debt, mezzanine debt, distressed debt and other private debt securities. As of June 30, 2013, Crescent Capital Group manages approximately $13 billion in assets, with a relatively equal split between marketable securities and proprietary closed-end private investment partnerships.

InfraRed Capital Partners

Acquisition in 2019

InfraRed is a global investment manager focused on infrastructure and real estate. Since inception over 25 years ago, InfraRed has launched 15 funds, including two companies listed on the London Stock Exchange: HICL Infrastructure Company Limited and The Renewables Infrastructure Group.

PinnacleCare

Acquisition in 2021

PinnacleCare International, LLC provides health advisory services for individuals, advisors, businesses, and employees in the United States. The company offers various solutions, including private health advisor, universal medical record, second opinions, medical emergencies, eldercare, healthy living, and memberships. It provides clients that access to the medical and research resources that they need to solve their healthcare challenges. PinnacleCare International, LLC was incorporated in 2000 and is based in Baltimore, Maryland.

CollectiveHealth, Inc.

Private Placement in 2018

CollectiveHealth, Inc. designs a platform to support third party health and wellness programs. It offers health and wellness programs from telemedicine and maternity to disease management and behavioral health. The company was founded in 2013 and is based in San Francisco, California with additional offices in Chicago, Illinois; and Lehi, Utah.

Columbia Free Medical Clinic

Grant in 2023

Iowa City Free Medical and Dental Clinic is a non-profit offering medical, dental, and specialty care to people not having access to care.

CollectiveHealth, Inc.

Private Placement in 2019

Bowtie Life Insurance Company

Series A in 2018

Bowtie is an authorized virtual insurance company that meets the same high standards that customers and Insurance Authority expect of traditional insurers. Backed by Sun Life and leading international investors, Bowtie offers commission-free Voluntary Health Insurance Scheme (VHIS) Standard Plan. Stay up to date at www.bowtie.com.hk.

Dialogue

Series B in 2020

Bowtie Life Insurance Company

Series B in 2021

Ryan Labs Asset Management

Acquisition in 2015

Ryan Labs Asset Management offers actively managed fixed income separate account vehicles to institutional investors. Their diversified, disciplined, and structured investment process is employed versus popular market indexes as well as custom liability indexes. Ryan Labs Asset Management has specialized in managing fixed income portfolios tailored to the unique duration needs of institutional clients since 1988. Their strategies include Liability Driven Investing (LDI) strategies managed versus a Custom Liability Index, as well as enhanced market strategies managed against traditional fixed income benchmarks. In 1991, Ryan Labs became the first asset manager to create and manage a bond portfolio versus a daily Custom Liability Index® consistent with FAS 158 accounting standards

BentallGreenOak

Merger/Acquisition in 2018

Founded in 2010, GreenOak Real Estate is a real estate investment firm specializing in acquisitions of office, residential and retail assets that require capital restructuring or asset repositioning. The firm provides investment advisory and investment management services worldwide. In July 2019, GreenOak Real Estate has merged with Bentall Kennedy and form a new corporate, BentallGreenOak. After the merger, the newly established company continues to provide investment, asset management, and real estate operations services to its clients.

Collective Health

Series F in 2021

Collective Health gives companies a smarter alternative to traditional health insurance. Through a cloud-based, integrated health benefits platform, the company enables self-insured employers to get more out of their healthcare investment while taking better care of their people. Collective Health has seen exponential traction in the $1.2 trillion employer-sponsored insurance market -- its membership has grown by 500x in just three sales cycles. Currently, the company covers 70,000 employee and dependent lives across 15 employers; clients include Activision Blizzard, Crossfit, eBay, Palantir and Red Bull. For more information, visit https://www.collectivehealth.com.

Assurant Employee Benefits

Acquisition in 2016

Assurant Employee Benefits, a part of Assurant, Inc.(NYSE: AIZ), is a provider of employee benefit insurance products. The company offers a wide range of employer-paid and employee-paid (voluntary) products, tailor-made for small to mid-size businesses including disability, life and AD&D, dental and reinsurance management services.

Excel Funds Management

Acquisition in 2017

Excel Funds Management Inc. is a privately owned investment manager. The firm primarily provides its services to financial advisors. It launches and manages equity mutual funds for its clients. The firm also manages fixed income and balanced mutual funds. It invests in the public equity and fixed income markets across the globe. Excel Funds Management Inc. was founded in 1996 and is based in Mississauga, Canada with an additional office in Montreal, Canada. As of September 30, 2017, Excel Funds Management Inc. operates as a subsidiary of Sun Life Global Investments (Canada) Inc. As of January 2, 2018, Excel Funds Management Inc. operates as a subsidiary of Sun Life Global Investments (Canada) Inc..

Maxwell Health

Series C in 2016

Maxwell Health provides an SaaS-enabled online benefits service that provides information about health care and insurers. It offers information on various insurance products, such as medical, dental, vision, life, disability, voluntary benefits, workers' compensation, COBRA administration, and HRA/HSA/FSA setup. Maxwell Health has a strategic relationship with NetSuite Inc. The company was founded in 2012 and is based in New York, New York with an additional office in Cambridge, Massachusetts. As of June 4, 2018, Maxwell Health operates as a subsidiary of Sun Life Financial United States.

Global Online Financial Solutions Limited

Merger/Acquisition in 2017

Global Online Financial Solutions Limited provides digital banking solutions in Vietnam. The company offers spend accounts for daily usage, Goal Save accounts for planning for the future, and term deposits. It also offers debit cards that work at Smartlink/Banknet ATMs domestically, as well as credit cards. The company was founded in 2015 and is headquartered in Ho Chi Minh city, Vietnam.

Collective Health

Series D in 2018

Worknowledge

Series B in 2001

Worknowledge a provider of human capital development and e-learning solutions.

Pillway (a Simpill Health Group Inc. Company)

Series A in 2023

Pillway uses artificial intelligence to offer a personalized pharmacy experience for patients who take multiple medications a day.

Aditya Birla Sun Life Insurance Company Limited

Merger/Acquisition in 2015

Aditya Birla Sun Life Insurance Company Limited, together with its subsidiary, operates as a life insurance company in India. It offers health, wellness, motor, and travel insurance products; savings with protection, children’s future, retirement, and wealth with protection; and individual and group riders, group, and rural solutions. The company also offers traditional term plans and unit linked insurance plans. In addition, the company engages in the management of pension funds. It offers products through individual agents, corporate agents, banks, brokers, and other intermediaries. The company was formerly known as Birla Sun Life Insurance Company Limited and changed its name to Aditya Birla Sun Life Insurance Company Limited in August 2017. The company was founded in 2000 and is headquartered in Mumbai, India. Aditya Birla Sun Life Insurance Company Limited is a subsidiary of Aditya Birla Capital Limited.

Maxwell Health

Acquisition in 2018