The Summit Group
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The Summit Group - overview
Established
2008
Location
Guernsey, -, UK
Primary Industry
Financial Services
About
Based in Guernsey, UK, and founded in 2008 by Adrian Pickering, Aquitaine Group Limited provides fiduciary services. In September 2021, Sovereign Capital Partners acquired Aquitaine Group Limited. The company specializes in wealth and estate planning for private individuals, families, and institutions, offering tailored trust and corporate services. The firm was rebranded as The Summit Group.
Current Investors
Sovereign Capital Partners
Primary Industry
Financial Services
Sub Industries
Investment Banking, Accounting Services
Website
www.summit-group.com
Verticals
FinTech
Company Stage
Mature - Buyout
Total Amount Raised
Subscriber access only
The Summit Group - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | R&H Jersey | - | ||||||||
| Add-on | Completed | Federal Trust Company Limited | - | ||||||||
| Add-on | Completed | Summit Trust International SA | - | ||||||||
| Buyout | Completed | The Summit Group | - |
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