Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals since 2002. Our services include mergers and acquisitions; strategic advice on matters such as ownership succession planning and structuring equity incentives; and valuations.
Advised PacWest on the sale of the firm to Benefit Financial Services Group, a partner firm of Focus Financial Partners. PacWest is a registered investment advisory firm based in Phoenix, AZ. PacWest provides comprehensive wealth management and financial planning services to approximately 200 families and individuals.
Advised Crestwood Advisors on the sale of the firm to Focus Financial Partners. Crestwood Advisors is a registered investment advisory firm based in Boston, MA. It managed approximately $1.4 billion in client assets at the time of the transaction, primarily for high net worth families and individuals.
Advised West Capital Management, a Philadelphia-based wealth management firm on its strategic sale to WSFS Financial Corp (NASDAQ: WSFS). West Capital managed approximately $700 million of client assets at the time of the announcement.
Advised American Beacon Advisors, a leading provider of investment advisory services to institutional and retail markets, on its acquisition of a controlling interest in Crest Investment Partners from Cypress Capital Group.