M&A Deal Summary

Suntera Group Acquires Nedgroup Trust

On May 3, 2022, Suntera Group acquired financial services company Nedgroup Trust

Acquisition Highlights
  • This is Suntera Group’s 3rd transaction in the Financial Services sector.
  • This is Suntera Group’s 1st transaction in Channel Islands.

M&A Deal Summary

Date 2022-05-03
Target Nedgroup Trust
Sector Financial Services
Buyer(s) Suntera Group
Deal Type Add-on Acquisition

Target

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.

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Buyer(S) 1

Buyer

Suntera Group

Wembley, United Kingdom

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 3 of 3
Sector (Financial Services) 3 of 3
Type (Add-on Acquisition) 2 of 2
Country (Channel Islands) 1 of 1
Year (2022) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-08-25 Reference

Luxembourg, Luxembourg

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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