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

Accounting Services, Investment Banking

Website

www.summit-group.com

Verticals

FinTech

Company Stage

Mature - Buyout

Total Amount Raised

Subscriber access only

The Summit Group - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedR&H Jersey-
BuyoutCompletedThe Summit Group-
Add-onCompletedSummit Trust International SA-
Add-onCompletedFederal Trust Company Limited-

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