Tracked deals
4
4 tracked deals across 2021-2026.
Public Company
Financial Services
Sun Life Financial
Canada
Sun Life is a leading international financial services organization offering insurance, wealth, and investment/asset management solutions. It serves individuals and employers and also includes institutional alternatives/asset management platforms such as SLC Management and BGO.
- Focus Areas
- Insurance, Wealth management, Asset management
- Website
- www.sunlife.com/en
Recent pace
2
2 tracked deals announced in the last 12 months.
Deal mix
Buyout
3 buyout · 1 growth capital
Sun Life Financial Acquisition Volume by Year
Last 3 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
August 25, 2026
- Buyer
- Sun Life Financial Inc., Wilton Re, SLC Management
- Target
- Windsor Life Re
- Seller
- Wilton Re
- Industry
- Financial Services
- Location
- United States
- Type
- Growth capital
Sun Life Financial and Wilton Re entered into a definitive agreement to form Windsor Life Re, a U.S. and Bermuda-domiciled affiliated reinsurer. The new vehicle will be managed by Wilton Re and has SLC Management as lead asset manager, with Sun Life and Wilton Re each committing about one-third of the equity to deploy up to US$900 million of capital.
-
March 31, 2026
- Buyer
- Sun Life Financial Inc., BGO (BentallGreenOak)
- Target
- Bell Partners
- Industry
- Real Estate
- Location
- North Carolina, United States
- Type
- Buyout
Sun Life Financial is acquiring Bell Partners for $350 million and combining Bell’s vertically integrated multifamily investment and property management platform into BGO (Sun Life’s global real estate investment manager). The deal was expected to close in the second half of 2026, and Bell Partners will retain its brand and operate as a distinct business under BGO.
-
July 26, 2023
- Buyer
- Sun Life Financial Inc.
- Target
- Dialogue Health Technologies Inc.
- Seller
- Portag3 Ventures LP, Portag3 Ventures II Investments LP, WSC IV LP, Certain members of Dialogue executive management and other Dialogue shareholders
- Industry
- Healthcare Services
- Location
- Quebec, Canada
- Type
- Buyout
Sun Life Financial Inc. has entered into an agreement to acquire Dialogue Health Technologies Inc. for C$5.15 per share, representing approximately C$365 million in total equity value. Dialogue will continue to operate as a standalone, Montreal-based virtual care platform with Dialogue management retaining a minority stake; the acquisition expands Sun Life's digital health capabilities for its group benefits and client offerings.
-
April 23, 2021
- Buyer
- Sun Life Financial Inc.
- Target
- PinnacleCare
- Industry
- Healthcare Services
- Location
- Maryland, United States
- Type
- Buyout
Sun Life Financial agreed to acquire PinnacleCare, a Maryland-based medical intelligence and health-care navigation provider, for US$85 million to expand its U.S. Stop-Loss & Health business. The acquisition (expected to close mid-2021) will integrate PinnacleCare's care-navigation and second-opinion capabilities into Sun Life's stop-loss offering to improve member outcomes and reduce costs.
Related Acquisition Pages
Healthcare Services Buyers & Acquisitions
2 tracked deals by Sun Life Financial.
Financial Services Buyers & Acquisitions
1 tracked deal by Sun Life Financial.
Real Estate Buyers & Acquisitions
1 tracked deal by Sun Life Financial.
Acquisitions in Maryland
1 tracked deal by Sun Life Financial.
Acquisitions in North Carolina
1 tracked deal by Sun Life Financial.
Selling a company? Get in front of buyers like Sun Life Financial
Turn tracked acquisition activity into an outreach-ready buyer list.