Acquiring Company
Sun Life
Acquired Company
Advisors Asset Management
BristolInsuranceHealth CareFinancial ServicesAngel InvestmentFinanceFinancial ServicesDescription
Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) ("Sun Life") today announced the completion of its acquisition of a 51%1 stake in Advisors Asset Management, Inc. ("AAM"), a leading independent U.S. retail distribution firm. AAM will be part of SLC Management, Sun Life's institutional fixed income and alternatives asset manager. AAM will become the U.S. retail distribution arm of SLC Management.
M&A Insights
Based on deal dataIntegration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed