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Specializing in mid-market transactions, we advise private equity funds, corporate clients, and family-owned companies aiming to sell, divest, acquire, or merge businesses across international borders.

  1. Transactions
  2. SunLife Financial has acquired McLean Budden

SunLife Financial has acquired McLean Budden

Target Company Name:
Country:
Advisory:
Sector:
Partner:
McLean Budden
Canada
Advisor to the seller
Financial Services & Insurance
Crosbie & Company Inc.
A prominent Canadian investment manager serving institutional and HNW clients with over $35B in AUM was acquired by its majority shareholder
McLean Budden
SunLife Financial
A well known Canadian investment manager with over $35B in AUM was acquired by its majority shareholder
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Advisor to the seller :
Crosbie & Company Inc.

Experts who worked on this transaction

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Ian Macdonell

Ian Macdonell

Managing Director at Crosbie & Company Inc.

Colin Walker

Colin Walker

Managing Director at Crosbie & Company Inc.

Relevant transactions

Transactions
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Granier Assurances
Kereis
Largillière Finance advised Granier Assurances owner in the disposal of 100% of the shares to Kereis
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Advisor :
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Suire Sogeas
Meanings, Managers, Capital Croissance
Largillière Finance advised Suire-Sogeas in their merger and their LBO with Meanings and Capital Croissance
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Advisor :
Largillière Finance
First Nations Bank of Canada
First Nations Bank of Canada has raised $19 million of equity from Indigenous investors to fund its growth plans.
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Advisor :
Crosbie & Company Inc.
Isracard
Delek Group
Sale of controlling stake at $1B valuation
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Advisor to the seller :
Value Base M&A

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