Sunlife Financial

Heritage Partners is one of the leading private investment firm specializing in the acquisition and equity-based recapitalization of private, family owned businesses. Since 1987, the Partners have assembled a diversified portfolio of nearly 50 investments with revenues in the billions of dollars. Heritage Partners portfolio is divided into three funds, the Heritage Fund I, Heritage Fund II and Heritage Fund III. The firm's fundamental objective is to invest preferred and common stock, on a minority or majority basis, in mature, successful companies with revenues of $50 to $500 million. Industries of particular interest include healthcare, consumer products, food and beverage, distribution, light manufacturing and media. Heritage Partners is headquartered in Boston.

Commonwealth Financial Group offers insurance protection financial products and services for individuals, businesses and their employees. The company maintains a work force of more than 15 employees. Commonwealth Financial Group provides individual life, disability income and long-term care insurance policies. The company offers estate and business planning and brokerage services. Commonwealth Financial Group provides individual retirement accounts, fixed and variable annuities mutual funds and unit investment trusts. The company also offers retirement needs review, cost analysis and estate preservation services. Commonwealth Financial Group provides business continuation planning and funding option analysis services. Additionally, the company offers several online financial calculators to help clients calculate monthly loan payments.