Suntera Global (“Suntera”), the Jersey headquartered, independent provider of bespoke fund, corporate and private wealth services, today announced it has entered into an agreement with Valeas Capital Partners (“Valeas”), a growth-oriented equity investment firm, to acquire a majority stake in Suntera. Under terms of the agreement, Valeas is committing significant new equity capital to support the expansion of Suntera’s capabilities and footprint globally and power its continued digital transformation.
Founded in 1980, Suntera provides a full suite of professional services to corporates, fund managers, and private clients, including their family offices. Through a comprehensive range of administration, accounting and governance services, Suntera helps its long-standing international base of clients navigate the complex and evolving demands that come with managing wealth and cross-border capital, focusing on reducing clients’ compliance, regulatory, and reporting risks. Now employing over 500 people across nine tier-one offshore and onshore jurisdictions, the business has an established reputation for excellent client service delivered by a high calibre team of professionals and a strong foundation of governance, risk and compliance.
As previously announced on April 22, 2025, Suntera secured a financing package from global investment firm Carlyle (NASDAQ: CG) to strengthen the company’s financial foundation by refinancing its existing indebtedness and providing additional capital to support Suntera through organic growth initiatives and strategic acquisitions.
“We are delighted to welcome a firm with the pedigree and reputation of Valeas as our long-term equity partner. Taken together with our new debt partner Carlyle, Suntera is well capitalized to execute our ambitious global growth strategy,” said David Hudson, CEO of Suntera. “I’m confident we’ll benefit greatly from Valeas’ valuable expertise and partnership as we accelerate our continued drive towards operational excellence and an improved digital technology platform. This is an exciting milestone for Suntera on our journey to create a superior client and employee experience while expanding our capabilities and footprint globally, including in the United States.”
“Suntera’s continued momentum highlights the strength of its growth strategy and its reputation as a trusted partner for clients managing global capital in a complex environment,” said Rob Little, Co-Founder and Managing Partner of Valeas Capital Partners. “We’re excited to work alongside David and the Suntera team to support the company’s next stage of growth, which will include further investment in talent, expanded technology capabilities, and strategic acquisitions in key markets.”
The investment by Valeas will see the exit of UK-based Palatine Private Equity (“Palatine”) who have supported Suntera since the original management buyout, led by Hudson in 2019. During that time, Suntera more than tripled its revenues through strong organic growth and the execution of a market-leading acquisition and integration strategy.
Hudson continued, “I am immensely proud of the progress we have made over the last six years. Our partnership with Palatine has delivered on our strategic aim to build a responsible platform over which we could overlay ambitious growth and despite challenging socio-economic headwinds, through strong organic growth and seven acquisitions, we have more than delivered on that plan. We are excited to embark on the next stage of the Suntera journey with Valeas and Carlyle, who support our growth ambitions and share our vision for empowering responsible ambition.”
Tom Wildig, Investment Director at Palatine, said: “Over the last six years of our partnership Suntera has transformed through both organic growth as well as seven strategic acquisitions from being a very good business, primarily focused on private clients serviced from the Isle of Man, to a great global business offering an extensive range of bespoke services to private clients, corporates and funds. Private equity investment works best when there is a shared vision and ambition, and we would never have achieved what we have without such a collaborative and close relationship with David and the team.”
The transaction is expected to close in the second half of 2025 following the receipt of the requisite regulatory approvals.
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