Sun Life Financial

Sun Life U.S. is a prominent provider of financial services, focused on delivering wealth management and financial security solutions to its clientele. As a subsidiary of Sun Life Financial Inc., it operates with a commitment to helping individuals and businesses achieve financial stability and healthier lives. The company emphasizes innovative investment strategies and high-quality solutions to meet the diverse needs of its customers. With a strong presence in the market, Sun Life U.S. leverages insight and expertise to support its clients in navigating their financial journeys effectively.

Thomas Clulow

Senior Vice President, Corporate Development

Timothy Deacon

CFO, Finance and Executive Vice President

Chris Denys

Senior Vice President of Possibilities, Lumino Health

Dave Jones

President, Sun Life Health

Chris Wei

EVP and Chief Client and Innovation Officer

34 past transactions

LevelUp Kids

Grant in 2024
LevelUp Kids provide services that empower families and create pathways for low-income kids to succeed.

Dental Connections

Grant in 2024
Dental Connections is a dental care provider that offers a wide range of dental treatments and preventive care initiatives designed to address the needs of various communities. With both a main clinic and a mobile clinic, Dental Connections serves patients of all ages and accepts multiple insurance plans, ensuring accessibility to comprehensive dental services.

Volunteers in Medicine Clinic of the Cascades

Grant in 2024
VIM is a health care center that offers chronic illness care, mental health assessment, and womens health care services.

WV Health Right

Grant in 2024
WV Health Right provides free medical care, pharmaceutical, behavioral health guidance, and health to uninsured/underinsured people.

Tulsa Cornerstone Assistance Network

Grant in 2024
Tulsa Youth Works began in 2008, led by two children who created a summer camp in North Tulsa.

Limbs for Life Foundation

Grant in 2024
Limbs for Life Foundation is a global nonprofit organization dedicated to providing fully-functional prosthetic care for individuals who cannot afford it. It raises awareness of the challenges facing amputees. Any of these amputees will be unable to afford proper prosthetic care. Their donation helps fund limbs for amputees in need. Limbs for Life is the financial bridge for these amputees.

Anchor

Debt Financing in 2024
Anchor is England's largest not-for-profit organization dedicated to providing housing and care for individuals aged 55 and over. Serving more than 35,000 older people, Anchor focuses on creating a variety of living options that prioritize the safety and well-being of residents. The organization offers specialized housing and tailored care services, including residential and dementia care, across 660 locations. By reinvesting its earnings into its facilities, Anchor ensures that clients have access to high-quality care and amenities. The organization fosters an environment of respect and openness, emphasizing the importance of treating both colleagues and residents as individuals.

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.

Camp Surefire

Grant in 2023
Camp Surefire mission of the Camp Surefire Foundation is to support and manage Camp Surefire, Rhode Island’s only camp for children with type I diabetes; to create a community of learning about diabetes between campers and their peers, counselors, and medical staff; and to promote the development of life-long skills and relationships which will minimize the impact of diabetes on participants’ lives.

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.

T2 Fitness Foundation

Grant in 2023
T2 Fitness Foundation offers personal training online and in-studio.

Chicago Commons

Grant in 2023
Chicago Commons provides elder care services. They offer services that include wheelchair-accessible transportation, nutritious meals, physical exercise, range of motion activities, recreational, social activities, health monitoring, and personal care.

CompuRecycling Center

Grant in 2023
CompuRecycling Center, Incorporated (CRC), with a deliberate focus on racial equity advancement, has fully invested in the youth by acting as a change agent to enhance the health, educational outcomes, financial stability, and general well-being of its communities and individuals.

Bright Beginnings

Grant in 2023
Bright Beginnings is a non-profit organization that provides therapeutic services, workforce development, and family services.

Dialogue Health Technologies

Acquisition in 2023
Dialogue Health Technologies operates a comprehensive virtual care platform that provides employee wellness and health solutions for Canadian employers. Founded in 2016 and based in Montreal, the company offers a variety of services aimed at enhancing employee engagement and health. Its platform allows employees to interact with healthcare professionals, including nurses and doctors, for support in physical and mental health. Additionally, the platform facilitates care navigation, medication delivery, and referrals to specialists. By empowering employees to take charge of their health, Dialogue Health Technologies helps businesses create a healthier workforce, leading to increased productivity and overall employee satisfaction.

Advisors Asset Management

Acquisition in 2022
Advisors Asset Management, Inc. is an employee-owned investment manager that primarily serves investment companies, individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, broker dealers, and insurance companies. Founded in 1979 and headquartered in Monument, Colorado, with additional offices across several states, the firm manages both equity and fixed income portfolios tailored to client needs. Its investment strategy includes a focus on mid-cap and large-cap value stocks, dividend stocks, and municipal securities of intermediate maturity and investment grade quality. Advisors Asset Management employs a blend of fundamental and quantitative analysis, utilizing top-down and bottom-up approaches to investment selection. The firm benchmarks its portfolios against multiple indices to assess performance. With a commitment to building lasting partnerships based on trust, Advisors Asset Management leverages its expertise, technology, and market insight to deliver effective financial guidance.

Bowtie Life Insurance Company

Series B in 2021
Bowtie Life Insurance Company Limited is a virtual insurer based in Kwun Tong, Hong Kong, founded in 2017. The company specializes in providing life and medical insurance plans through a digital platform, ensuring that it meets the high standards set by both customers and the Insurance Authority. Bowtie offers commission-free health insurance products under the Voluntary Health Insurance Scheme (VHIS), specifically the VHIS Standard Plan. With backing from Sun Life and other prominent international investors, Bowtie aims to deliver accessible and straightforward insurance solutions to its customers.

DentaQuest

Acquisition in 2021
DentaQuest Group, Inc. is a dental benefits administration and management company based in Boston, Massachusetts, founded in 2001. It provides comprehensive dental and vision benefits to over 30 million members across the United States, focusing on improving oral health and hygiene. DentaQuest operates a growing network of clinics, delivering direct care and ensuring safe and effective oral health services. The company offers managed dental plans tailored for various demographics, including Medicaid, CHIP, Medicare Advantage, and both small and large businesses, facilitating affordable access to dental healthcare. Through its holistic approach, DentaQuest aims to enhance the overall health outcomes of its members by prioritizing accessible and cost-effective dental services.

Collective Health

Series F in 2021
Collective Health is a prominent health benefits platform that streamlines the management of medical, dental, vision, and pharmacy services for employees and their families. By offering an integrated solution through a cloud-based self-insurance platform, the company simplifies the administration of health plans via a single portal. This platform provides users with clear guidance, live concierge support, and digital tools to facilitate the navigation and management of healthcare services. Collective Health aims to reduce the complexities of delivering health benefits, enhance the member experience, and promote healthier outcomes for both employees and organizations. Headquartered in San Francisco, California, the company also has offices in Chicago, Illinois, and Lehi, Utah.

PinnacleCare

Acquisition in 2021
PinnacleCare is a private healthcare navigation and medical intelligence firm that offers tailored membership options for individuals, families, and organizations. The company provides personalized guidance through expert medical opinions and research, ensuring clients have access to leading physicians and specialists for complex health issues. By serving as a single point of contact, PinnacleCare simplifies the healthcare experience and offers immediate access to complete medical records as well as comprehensive travel and emergency support worldwide. Their team of independent health advisors is available 24/7 to provide objective counsel, assisting clients in making informed decisions regarding their health and well-being.

Crescent Capital Group

Acquisition in 2020
Crescent Capital Group is a global alternative investment firm established in 1991 and headquartered in Los Angeles, California. The firm focuses on investing in various debt securities across all levels of a company's capital structure, with particular emphasis on below investment grade credit. Its investment strategies include senior bank loans, high-yield bonds, mezzanine debt, distressed debt, and other private debt securities. Crescent Capital Group serves a diverse range of industries, including electronics, telecommunications, agriculture, healthcare, and financial services. With a team of approximately 60 investment professionals, the firm manages significant assets through both marketable securities and private investment partnerships, demonstrating its commitment to providing tailored financing solutions across multiple sectors. In addition to its Los Angeles headquarters, Crescent Capital maintains offices in New York, Boston, and London.

Dialogue Health Technologies

Series B in 2020
Dialogue Health Technologies operates a comprehensive virtual care platform that provides employee wellness and health solutions for Canadian employers. Founded in 2016 and based in Montreal, the company offers a variety of services aimed at enhancing employee engagement and health. Its platform allows employees to interact with healthcare professionals, including nurses and doctors, for support in physical and mental health. Additionally, the platform facilitates care navigation, medication delivery, and referrals to specialists. By empowering employees to take charge of their health, Dialogue Health Technologies helps businesses create a healthier workforce, leading to increased productivity and overall employee satisfaction.

Rise People

Series A in 2020
Rise People, Inc. is a Vancouver-based company that specializes in developing human resources, benefits, and payroll management software solutions. Founded in 2011, the company offers a comprehensive HRIS software that manages essential company and employee information, including contracts, tax documents, job descriptions, and performance evaluations. Rise People also provides a group benefit insurance plan access tool and an online payroll platform designed to address payroll discrepancies, manage commissions, and facilitate benefits deductions and bonuses. Its services encompass tax remittances, compliance, direct deposits, pay stubs, vacation tracking, and benefits administration. Additionally, Rise People offers RISE lite, a payroll solution tailored for small businesses. Formerly known as PaySavvy Canada Inc., the company aims to streamline HR processes for organizations of various sizes.

InfraRed Capital Partners

Acquisition in 2019
InfraRed Capital Partners is an investment management firm based in London, with additional offices in Hong Kong, New York, Sydney, and Seoul. The firm specializes in infrastructure and real estate investments, focusing on Public Private Partnerships. Its investment portfolio includes a variety of property types such as office buildings, shopping centers, industrial spaces, residential properties, and retail establishments. InfraRed also invests in operational assets that generate renewable energy, particularly emphasizing onshore wind farms and solar photovoltaic parks. The firm primarily targets investments in regions including the United States, Australia, Canada, China, Chile, the United Kingdom, and Northern European countries like France, Ireland, Germany, and Scandinavia. In Australia, InfraRed shows a preference for sectors such as road, rail, and hospitals. With a team of approximately 120 professionals, the firm manages over $9 billion in equity capital for institutional investors across multiple private and listed funds. As of July 2020, InfraRed Capital Partners operates as a subsidiary of SLC Management.

Bowtie Life Insurance Company

Series A in 2018
Bowtie Life Insurance Company Limited is a virtual insurer based in Kwun Tong, Hong Kong, founded in 2017. The company specializes in providing life and medical insurance plans through a digital platform, ensuring that it meets the high standards set by both customers and the Insurance Authority. Bowtie offers commission-free health insurance products under the Voluntary Health Insurance Scheme (VHIS), specifically the VHIS Standard Plan. With backing from Sun Life and other prominent international investors, Bowtie aims to deliver accessible and straightforward insurance solutions to its customers.

Rise People

Series A in 2018
Rise People, Inc. is a Vancouver-based company that specializes in developing human resources, benefits, and payroll management software solutions. Founded in 2011, the company offers a comprehensive HRIS software that manages essential company and employee information, including contracts, tax documents, job descriptions, and performance evaluations. Rise People also provides a group benefit insurance plan access tool and an online payroll platform designed to address payroll discrepancies, manage commissions, and facilitate benefits deductions and bonuses. Its services encompass tax remittances, compliance, direct deposits, pay stubs, vacation tracking, and benefits administration. Additionally, Rise People offers RISE lite, a payroll solution tailored for small businesses. Formerly known as PaySavvy Canada Inc., the company aims to streamline HR processes for organizations of various sizes.

Maxwell Health

Acquisition in 2018
Maxwell Health offers a software-as-a-service platform that simplifies employee benefits and human resources for small to mid-sized employers. Founded in 2012 and headquartered in New York, with an additional office in Cambridge, Massachusetts, the company provides a comprehensive online service that includes information on various insurance products such as medical, dental, vision, and life insurance, as well as tools for benefits administration, payroll, and COBRA management. The platform features an intuitive marketplace that streamlines the process of purchasing benefits for employees and includes a mobile application for easy access. Maxwell Health aims to enhance the experience of insurance, financial, and wellness benefits for American families, leveraging its technology through partnerships with benefits advisors and insurance companies. In June 2018, Maxwell Health became a subsidiary of Sun Life Financial United States.

Collective Health

Series D in 2018
Collective Health is a prominent health benefits platform that streamlines the management of medical, dental, vision, and pharmacy services for employees and their families. By offering an integrated solution through a cloud-based self-insurance platform, the company simplifies the administration of health plans via a single portal. This platform provides users with clear guidance, live concierge support, and digital tools to facilitate the navigation and management of healthcare services. Collective Health aims to reduce the complexities of delivering health benefits, enhance the member experience, and promote healthier outcomes for both employees and organizations. Headquartered in San Francisco, California, the company also has offices in Chicago, Illinois, and Lehi, Utah.

Excel Funds Management

Acquisition in 2017
Excel Funds Management Inc. is a privately owned investment manager based in Mississauga, Canada, with an additional office in Montreal. Established in 1996, it is recognized as Canada's first and only mutual fund provider focused on emerging markets. The firm primarily serves financial advisors by launching and managing various mutual funds, including equity, fixed income, and balanced funds. Excel Funds Management invests in public equity and fixed income markets globally, aiming to deliver strong returns for its clients. As of early 2018, it operates as a subsidiary of Sun Life Global Investments (Canada) Inc.

Maxwell Health

Series C in 2016
Maxwell Health offers a software-as-a-service platform that simplifies employee benefits and human resources for small to mid-sized employers. Founded in 2012 and headquartered in New York, with an additional office in Cambridge, Massachusetts, the company provides a comprehensive online service that includes information on various insurance products such as medical, dental, vision, and life insurance, as well as tools for benefits administration, payroll, and COBRA management. The platform features an intuitive marketplace that streamlines the process of purchasing benefits for employees and includes a mobile application for easy access. Maxwell Health aims to enhance the experience of insurance, financial, and wellness benefits for American families, leveraging its technology through partnerships with benefits advisors and insurance companies. In June 2018, Maxwell Health became a subsidiary of Sun Life Financial United States.

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.

Ryan Labs Asset Management

Acquisition in 2015
Ryan Labs Asset Management Inc. is a privately owned investment manager based in New York, specializing in fixed income portfolios for a diverse range of institutional clients, including pension plans, foundations, endowments, and municipalities. Established in 1998, the firm focuses on providing tailored investment solutions that meet the specific duration needs of its clients. Ryan Labs employs a disciplined investment process that integrates both fundamental and quantitative analysis, utilizing in-house research to inform its decisions. The firm is known for its Liability Driven Investing strategies, which are managed against custom liability indexes, as well as enhanced market strategies aligned with traditional fixed income benchmarks. With a commitment to adapting to the unique requirements of its institutional clientele, Ryan Labs has built a reputation for innovation in fixed income management since its inception.

Worknowledge

Series B in 2001
Worknowledge a provider of human capital development and e-learning solutions.

MFS Investment Management

Acquisition in 1982
MFS Investment Management is a privately owned investment management firm headquartered in Boston, Massachusetts, with additional offices in major financial centers around the world, including Tokyo, Sydney, and London. Founded in 1969, the firm specializes in managing equity, fixed income, and balanced portfolios for a diverse clientele that includes investment companies, pension plans, charitable organizations, sovereign wealth funds, and other investment advisers. MFS employs a blend of fundamental and quantitative analysis to guide its investment strategies, focusing on public equity and fixed income markets globally. As a subsidiary of Massachusetts Financial Services Company, MFS is dedicated to launching and managing mutual funds tailored to meet the needs of its clients.
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