Sun Life Financial Acquires Bell Partners for $350M

Summit Financial (Summit Growth Partners) Invests in BFG Wealth and Canon Capital Wealth Management

September 30, 2024

Financial Services

Summit Financial, via its Summit Growth Partners (SGP) program, made strategic minority investments in advisory firms BFG Wealth and Canon Capital Wealth Management, onboarding their teams to Summit’s platform. The partnerships allow both firms to retain their leadership teams and ownership while gaining access to Summit’s multi-family office resources, capital and national network to accelerate advisor growth and client service.

The Canada Life Assurance Company Acquires Value Partners Group Inc.

June 13, 2023

Financial Services

The Canada Life Assurance Company, a subsidiary of Great-West Lifeco, has agreed to acquire Value Partners Group Inc., a Winnipeg-based wealth planning and investment firm. The deal will integrate Value Partners’ investment counsel, investment management and financial planning capabilities into Canada Life’s advisor-focused wealth platform to expand capabilities for independent advisors; the transaction is expected to close by end of 2023 subject to regulatory approvals.

AssuredPartners Acquires Bell-Scott Insurance Group

September 22, 2022

Insurance

AssuredPartners, Inc. has acquired Bell-Scott Insurance Group, a Waxahachie, Texas-based insurance agency. The nine-person team will remain in place under the leadership of Brett and Jack Scott; the deal expands AssuredPartners' presence in Texas and is the firm's 20th acquisition in 2022.

Orangewood Partners Acquires Pacific Bells

November 11, 2021

Restaurants & Hospitality

Orangewood Partners has acquired Pacific Bells, one of the largest Taco Bell franchisees in the U.S., from Partners Group. Pacific Bells’ founder and CEO Tom Cook and the management team will retain a significant minority stake and continue to operate the business as Orangewood supports further expansion across existing and new markets.

Sun European Partners Acquires Bellrock Property & Facilities Management

November 2, 2021

Real Estate

An affiliate of Sun European Partners has agreed to acquire Bellrock Property & Facilities Management from Horizon Capital. Bellrock is a UK-based provider of specialist risk-focused workplace and property management solutions with a technology platform (Concerto) and a multi-site workforce; the deal positions the business for accelerated investment in sustainability, automation and continued buy-and-build growth.

Sunstar Insurance Group Recapitalized by BBH Capital Partners

June 30, 2020

Insurance

Sunstar Insurance Group completed a majority recapitalization with BBH Capital Partners, with Sunstar management and key employees remaining significant shareholders. The investment provides capital to accelerate Sunstar's organic growth and M&A strategy; LNC Partners will remain a lender and Piper Sandler served as Sunstar's exclusive financial advisor.