Sun Life Financial

Sun Life Financial, headquartered in Toronto, Canada, is a global leader in financial services. It offers a wide range of products and services, including life, health, dental, and disability insurance, as well as retirement planning and annuities, to customers in Canada, the United States, Asia, and the United Kingdom. Through its subsidiary, Sun Life Global Investments, it manages equity and fixed income mutual funds for clients. Additionally, Sun Life Investment Management provides investment solutions for institutional investors, focusing on traditional and alternative yield strategies. The company's business model is centered around providing financial security and stability to its customers, while also expanding and diversifying its asset management capabilities.

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

Past deals in Dental

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.

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.

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.

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.

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.
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