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M&A

Sun Life Financial Inc. / Bell Partners

Lane
M&A
Announced
30 Mar 2026
Province
Ontario
Industry
Real estate
Status
Announced
What the filing says
Sun Life Financial Inc. (TSX: SLF ) (NYSE: SLF) today announced it has completed both the acquisition of the remaining equity interests in BGO, its global real estate investment management advisor and provider of real estate services and Crescent Capital Group ("Crescent"), its global alternative credit investment manager.
Consideration
$450MM
Credits
PJT Partners (financial advisor); Paul, Weiss, Rifkind, Wharton (legal advisor); Garrison LLP (legal advisor); Morgan Stanley (financial advisor); Hogan Lovells (legal advisor)
consideration form
all shares“All share repurchases for cancellation under Sun Life's current Normal Course Issuer Bid (NCIB) have been completed.”
interest rate
8% (per annum)“(ii) average total return on real estate and equity investments of approximately 8% per annum;”
Source

Compiled from public filings, court documents, exchange bulletins and issuer releases. Figures are as disclosed and are not independently verified.

Not financial, investment, legal or tax advice, and not an offer to buy or sell any security. Verify everything before you transact.

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