M&A Deal Summary

Suntera Group Acquires Reference

On August 25, 2021, Suntera Group acquired financial services company Reference

Acquisition Highlights
  • This is Suntera Group’s 2nd transaction in the Financial Services sector.
  • This is Suntera Group’s 1st transaction in Luxembourg.

M&A Deal Summary
Date 2021-08-25
Target Reference
Sector Financial Services
Buyer(s) Suntera Group
Deal Type Add-on Acquisition

Target

Reference

Luxembourg, Luxembourg
website
Reference is an independent company providing a full range of high-end corporate trust services and is governed by the rules and regulations of the local accountancy body. It is regulated by the CSSF and is authorized as a Professional of the Financial Sector (PSF) in Luxembourg and, in addition, Reference is an accredited maritime manager supervised by the local maritime authority, the ‘Commissariat aux Affairs Maritimes.’ Reference was formed in 2003 and is based in Luxembourg, Luxembourg.

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Buyer(S) 1

Buyer

Suntera Group

Wembley, United Kingdom

website

Category Company
Founded 1980
Sector Financial Services
DESCRIPTION

Suntera Global is a multi-jurisdictional provider of corporate, fund, and private client services. Each division consists of a joined-up, international team of experts providing a jurisdictionally agnostic suite of specialist services. Suntera Global was formed in 1980 and is based in Wembley, United Kingdom,

DEAL STATS #
Overall 2 of 3
Sector (Financial Services) 2 of 3
Type (Add-on Acquisition) 1 of 2
Country (Luxembourg) 1 of 1
Year (2021) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-04-29 RBC Corporate Services Hong Kong

Hong Kong, China

RBC Corporate Services Hong Kong is a provider of fund administration and corporate and trust services based in Hong Kong.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-05-03 Nedgroup Trust

Channel Islands

Nedgroup Trust provides a full suite of fiduciary services to high-net-worth individuals, ultra-high-net-worth individuals, family offices, and owner-managed businesses.

Buy -
Mergr

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