M&A Deal Summary

Aquitaine Acquires Summit Trust Group

On September 15, 2021, Aquitaine acquired business services company Summit Trust Group

Acquisition Highlights
  • This is Aquitaine’s 2nd transaction in the Business Services sector.
  • This is Aquitaine’s 1st transaction in Switzerland.

M&A Deal Summary
Date 2021-09-15
Target Summit Trust Group
Sector Business Services
Buyer(s) Aquitaine
Deal Type Add-on Acquisition

Target

Summit Trust Group

Geneva, Switzerland
website
Summit Trust Group is an independent trust services group. The group philosophy is to provide robust, un-conflicted trust and company management on a multi-jurisdictional basis. Summit Trust Group was founded in 1999 and is based in Geneva, Switzerland.

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Buyer(S) 1

Buyer

Aquitaine

Guernsey, Channel Islands

website

Category Company
Founded 2008
Sector Business Services
DESCRIPTION

Aquitaine is a provider of private client trust services including estate planning and wealth management structures, together with corporate fiduciary services. Aquitaine was established in 2008 and is based in Guernsey, Channel Islands.

DEAL STATS #
Overall 2 of 2
Sector (Business Services) 2 of 2
Type (Add-on Acquisition) 2 of 2
Country (Switzerland) 1 of 1
Year (2021) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-09-15 Federal

Guernsey, Channel Islands

Federal offers a comprehensive range of trust and corporate management services to private and corporate clients. Trustee services include acting as trustee of Guernsey trusts and administering foundations. Federal was established in 1996 and is based in Guernsey, Channel Islands.

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