About Summerset
Summerset is a publicly listed company based in Porirua (New Zealand) founded in 1997, and was acquired by Quadrant Private Equity in April 2010. Developer of residential housing properties. The company has 2,060 employees. Its chief executive, as recorded, is Julian Cook. Its website summerset.co.nz draws about 31 thousand monthly visits. Summerset offers products and services including Retirement Villages, Care Options, and Facilities and Activities. Its focus areas include Real Estate and Construction, Real Estate & Infrastructure Developers and Residential. Its legal entity is SUMMERSET GROUP HOLDINGS LIMITED. Its competitors include Du Val, Nest Homes and Progressive Projects.
Company details
Summerset developer of residential housing properties through real estate and construction, real estate infrastructure developers, and residential. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Porirua, New Zealand
- Employees 2,060
- Stage Public
- SectorsReal Estate & Construction
- Email••••••••
- Phone•••• ••••
- Website summerset.co.nz
- Social LinkedIn Facebook
- Acquired by Quadrant Private Equity (Apr 2010)
- Legal Name Summerset Group Holdings Limited
- Annual Revenue$208.05 M (USD)13.26as on Dec 31, 2025
- Net Profit$149.74 M (USD)-21.76as on Dec 31, 2025
- EBITDA$18.58 M (USD)-6.48as on Dec 31, 2025
- Latest Funding Round$73.22M (USD), Debt – Conventional
Jun 2017
- Investors
- Employee Count2,060
- Acquired byQuadrant Private Equity
(Apr 2010)
Products & Services of Summerset
Summerset offers a comprehensive portfolio of products and services, including Retirement Villages, Care Options, and Facilities and Activities.
Offers housing and community facilities for retirees over 70.
Provides rest home and hospital-level support for seniors.
Delivers exercise programs and social events for resident well-being.
Funding Insights of Summerset
- Total Rounds 1
- Last Round Debt – Conventional — $73.22M
- First Round $73.22M
(Jun 2017)
All 1 funding rounds of Summerset with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2017 | $73.22M | Debt – Conventional | – | – | – |
1 investors in total: 1 institutional.
Investors in Summerset
Summerset has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Quadrant Private Equity.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Growth partnerships are facilitated by Quadrant Private Equity. | quadrantpe.com.au | Sydney, Australia |
Investor details for Summerset
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Summerset
109 people are tracked at Summerset (20 in leadership, 7 in board & advisors, 82 in team); the tracked headcount is 2,060.
| Name | Role | Group |
|---|---|---|
Julian Cook | CEO | Leadership |
Jaqui Bond | Governance Partner | Leadership |
Scott Scoullar | CEO | Leadership |
Oliver Boyd | General Manager - Acquisitions And Development, New Zealand | Leadership |
Nick Milnes | Head Of Design Development | Leadership |
Robyn Gillespie | Chief Digital Officer | Leadership |
Margaret Warrington | Chief Financial Officer | Leadership |
Katherine O'Connor | Head Of Marketing Australia | Leadership |
Shawn Thomson | General Manager - Village Operations | Leadership |
Bryce Laricchia | Head Of Delivery - Australia | Leadership |
Sam Poles Smith | Finance Business Partner | Leadership |
Anna Miles | Head Of Sales | Leadership |
Anke Jordaan | Human Resources Business Partner | Leadership |
Logan Mudge | Head Of Communications | Leadership |
Stacey Taylor | Head Of Customer Experience | Leadership |
Terry Johnson | General Manager - Health, Safety & Wellbeing | Leadership |
Jon Harris | Development Director - Belmont | Leadership |
Sarah Theodore | Deputy Chief Financial Officer | Leadership |
Paul Wong | Finance Business Partner | Leadership |
Matt Hill | Head Of Commercial - Development NZ | Leadership |
89 more people are available in the full profile.
Complete people profiles for Summerset
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
IPO & Listings of Summerset
Summerset is a publicly listed company on the NZX with ticker symbol SUM in New Zealand, operating in the Health services sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- IPO date18 Jul 2013
- Listed onASX: SNZ
- Listed entitySummerset Group Holdings Limited
- Exchange sectorHealth services
- ISINNZSUME0001S0
- Share price6.78 NZD (+1.19% on the day) · 2026-10-14
- Market capitalisation1,640,934,089.00 NZD
- Price to earnings5.4
- EPS (diluted, trailing year)1.25 NZD
- Dividend yield2.5%
- Volume (last session)165,730
Financials of Summerset
| Year | Revenue | Net income | EBITDA |
|---|---|---|---|
| 2025 | 360.9M NZD | 259.7M NZD | 32.2M NZD |
| 2024 | 318.6M NZD | 332.0M NZD | 34.5M NZD |
| 2023 | 270.5M NZD | 425.3M NZD | 22.5M NZD |
| 2022 | 237.0M NZD | 269.1M NZD | 21.2M NZD |
| 2021 | 202.1M NZD | 543.7M NZD | 15.4M NZD |
Detailed financial statements for Summerset
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Timeline of Summerset
4 dated milestones of Summerset across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Summerset is founded.
- Exit Acquired by Quadrant Private Equity.
- IPO Lists on the stock exchange (IPO).
- Funding First funding round of $73.2M.
Competitors of Summerset
Summerset has 3 listed competitors in our database. They include Du Val, Nest Homes and Progressive Projects.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| duval.co.nz | 2017 | Manukau, New Zealand | Du Val Group manages property enquiries and provides user support through contacts. | |||
| nesthomes.co.nz | 2019 | Cambridge, New Zealand | Offers comprehensive services in residential real estate development. | |||
| progressiveprojects.co.nz | 2023 | Hamilton, New Zealand | Specializes in custom home builds, renovations, and additions in Waikato region. |
Detailed competitors of Summerset
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Summerset
The website of Summerset (summerset.co.nz) receives about 31.1K visits a month.
- Monthly visits31.1K
▼ 14.8% vs previous month
Websites whose visitors overlap most with Summerset. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
bupa.co.nz | bupa.co.nz | 100% | #751,652 | – | |
villageguide.co.nz | villageguide.co.nz | 89% | #1,044,126 | – | |
| agedadvisor.nz | 88% | #4,283,942 | View details | ||
thecourtgroup.co.uk | thecourtgroup.co.uk | 81% | – | ||
royalbay.co.uk | royalbay.co.uk | 81% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 11 similar websites and full traffic analytics for Summerset
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 11 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Summerset
Complete news archive for Summerset
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Summerset
Summerset was founded in 1997 and raised its 1st funding round 20 years after it was founded.
Summerset is headquartered in Porirua, New Zealand.
Julian Cook is the CEO of Summerset, as recorded in our data.
Summerset has 2,060 employees.
Annual revenue of Summerset is $208.05M as on Dec 31, 2025.
Summerset developer of residential housing properties through real estate and construction, real estate infrastructure developers, and residential. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
Summerset's top competitors include Progressive Projects, Du Val and Nest Homes.
Summerset offers Retirement Villages, Care Options, and Facilities and Activities.
Yes, Summerset is publicly traded on NZX under the ticker symbol SUM.
Summerset has 1 investor. Key investors include Quadrant Private Equity.
Summerset operates through Summerset Group Holdings Limited.
Yes. Summerset was acquired by Quadrant Private Equity in April 2010.