Sun Life Financial Inc. · TSX:SLF
Sun Life Financial — Merger or Acquisition (March 2026)
7 slides from Sun Life Financial's merger presentation, Mar 30, 2026
Slide 1: Sun Life to acquire Bell Partners, a leading multifamily asset management firm
Sun Life to acquire Bell Partners (“Bell”), a leading multifamily asset management firm March 30, 2026
Slide 2: Forward-looking statements
In this presentation, Sun Life Financial Inc. (“SLF”), its subsidiaries and, where applicable, its joint ventures and associates are referred to as “we”, “us”, “our”, “Sun Life” and the “Company”. Forward-looking statements From time to time, the Company makes written or oral forward-looking stateme
Slide 3: Transaction summary
Transaction summary1 Overview Sun Life is pleased to announce that it has entered into a definitive agreement to acquire Bell, a leading U.S. multifamily real estate investment manager with vertically integrated property management operations. Bell has approximately US$10 billion of Gross Asset Valu
Slide 4: Strategic rationale
Strategic rationale Growing BGO through multifamily and expanding the SLC Management platform BGO SLC Management1 › Platform Benefits: The acquisition adds a strong and complementary investor base to BGO’s platform while allowing C$260B BGO to add operational expertise in the multifamily space and A
Slide 5: Overview of Bell
Overview of Bell Geographic Footprint › Bell is a premier multifamily investment manager exclusively focused on the U.S., with vertically integrated, in-house property and construction management capabilities › Founded in 1976, Bell has a 50-year track record of strong returns across multiple cycles
Slide 6: Best-in-class team with demonstrated execution across cycles
Best-in-class team with demonstrated execution across cycles › Bell is led by a deeply experienced senior leadership team, averaging 25+ years of industry experience and seasoned across multiple market cycles › Expertise spanning various well-respected REITs and investment management platforms › Sca
Slide 7: Key financial metrics
Key financial metrics1 Upfront consideration of US$350 million, with at Consideration for 100% of Bell least 75% payable in Sun Life common shares2 An equivalent number of shares are expected to be Shares issued pursuant to the transaction repurchased under Sun Life’s renewed Normal Course Issuer Bi
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