About Sterling Brokers
Sterling Brokers is a Financial Services company based in Toronto (Canada) founded in 2012 by David Haines and Stefan Ionescu, and was acquired by HGGC in October 2025. Insurance brokerage solutions for groups and retirement are provided. It operates on a Professional Services and Brokerage / Intermediation model in Financial Services, Technology, and Healthcare sectors. Sterling Brokers has completed 1 acquisition, including MB Pension & Benefits Group. Its chief executive, as recorded, is Andrew Blanchard. Sterling Brokers offers products and services including Custom Benefit Solutions, Group Insurance, and Group Retirement Services. Its focus areas include Insurance and Employee Benefits. Its legal entity is Sterling Brokers Ltd.
Company details
Sterling Brokers is engaged in delivering modern employee benefits solutions for Canadian businesses. Services are focused on custom benefit plans, group insurance, and retirement services. Operations span across small to medium-sized enterprises and larger organizations. A proprietary technology platform is utilized to enhance customer experience and integrate with HRIS and payroll systems. Support is extended through a national network of advisors and coast-to-coast service teams. Global reach is facilitated via membership in the Worldwide Broker Network. The company is committed to reducing administrative burdens for clients while ensuring tailored solutions.
- Headquarters Toronto, Canada
- Founders David Haines, Stefan Ionescu
- Stage Acquired
- SectorsFinancial ServicesTechnology Healthcare
- Email••••••••
- Website sterlingbrokers.com
- Social LinkedIn X
- Acquired by HGGC (Oct 2025)
- Legal Name Sterling Brokers Ltd.
Products & Services of Sterling Brokers
Sterling Brokers offers a comprehensive portfolio of products and services, including Custom Benefit Solutions, Group Insurance, and Group Retirement Services.
Tailored benefit plans are designed for Canadian businesses.
Group insurance plans are offered to business employees.
Retirement plans are provided for employee financial security.
Funding Insights of Sterling Brokers
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of Sterling Brokers with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
2 investors in total: 2 institutional.
Investors in Sterling Brokers
Sterling Brokers has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include True Wind and HGGC.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital fund investing in early-stage tech startups | 2015 | truewind.com | San Francisco, United States | |
Private equity firm focused on middle market investments. | hggc.com |
Investor details for Sterling Brokers
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Sterling Brokers
48 people are tracked at Sterling Brokers (23 in leadership, 25 in team).
| Name | Role | Group |
|---|---|---|
David Haines | Co-Founder | Leadership |
Stefan Ionescu | Co-Founder | Leadership |
Andrew Blanchard | CEO | Leadership |
Kevin Dunn | Vice President Of Revenue Operations | Leadership |
Adam Penly | VP Of Engineering | Leadership |
Brittani Gilmour | Director Of Sales Analysis | Leadership |
Jordan Harrington | Director Of Business Development | Leadership |
Oliver Roelofsen | Associate Vice President, Client Services | Leadership |
Tom M. | President | Leadership |
Johnny Caputo | Vp, Account Management | Leadership |
Emily Fleck | Chief Operating Officer | Leadership |
Kurt Dreger | Senior Principal, Head Of Retirement Solutions | Leadership |
Nachiket Bhatia | Sales Director | Leadership |
Heather Nadler | Senior Vice President Human Resources | Leadership |
Miriam Morenes | VP Of Finance | Leadership |
Millie Ng | Vice President, Strategic Operations | Leadership |
Tat Winnington | Vice President Of Sales And Partnerships | Leadership |
Lydia Stolte | VP Of Partnerships | Leadership |
Holly Vaughan | Senior Vice President, Client Services | Leadership |
Stéphane Massaro | Director, Group Benefits Expertise | Leadership |
28 more people are available in the full profile.
Complete people profiles for Sterling Brokers
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Sterling Brokers
Sterling Brokers has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include MB Pension & Benefits Group.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
HR management and benefits services are provided to businesses. | mb-group.ca | Calgary, Canada | 2016 | Oct 2024 | •••• |
Complete acquisition details for Sterling Brokers
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Sterling Brokers
5 dated milestones of Sterling Brokers across 13 years, from founding to its latest funding, stage changes and deals.
- Founded Sterling Brokers is founded.
- Funding First funding round.
- Acquisition Acquires MB Pension & Benefits Group.
- Exit Acquired by HGGC.
- Funding Latest funding round, Private Equity Round,.
Web traffic of Sterling Brokers
The website of Sterling Brokers (sterlingbrokers.com) receives about 7.9K visits a month.
- Monthly visits7.9K
▲ 10% vs previous month
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Related news about Sterling Brokers
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Frequently Asked Questions about Sterling Brokers
Sterling Brokers was founded in 2012 and raised its 1st funding round 10 years after it was founded.
Sterling Brokers is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
Andrew Blanchard is the CEO of Sterling Brokers, as recorded in our data.
Sterling Brokers is engaged in delivering modern employee benefits solutions for Canadian businesses. Services are focused on custom benefit plans, group insurance, and retirement services. Operations span across small to medium-sized enterprises and larger organizations. A proprietary technology platform is utilized to enhance customer experience and integrate with HRIS and payroll systems. Support is extended through a national network of advisors and coast-to-coast service teams. Global reach is facilitated via membership in the Worldwide Broker Network. The company is committed to reducing administrative burdens for clients while ensuring tailored solutions.
Sterling Brokers offers Custom Benefit Solutions, Group Insurance, and Group Retirement Services.
Sterling Brokers has made 1 acquisition, including MB Pension & Benefits Group.
Sterling Brokers operates through Sterling Brokers Ltd..
Yes. Sterling Brokers was acquired by HGGC in October 2025.