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 American Beacon Advisors, a leading provider of investment advisory services to institutional and retail markets, on its acquisition of a minority interest in ARK Investment Management, a New York based federally registered investment adviser that offers registered and unregistered investment products, including a suite of exchange-traded funds focused on disruptive innovation.
Advised Emerson Investment Management, LLC, a wealth management firm based in Boston, MA, on the merger of the firm into Boston Financial Management. Emerson managed approximately $700 million of client assets at the time of the announcement.
Advised HHG & Company, LLC, a HNW firm based in Darien, CT, on the sale of the firm to Wealth Enhancement Group. HHG & Company, LLC managed approximately $1.0 billion of client assets at the time of the announcement.
Advised Fiduciary Management Associates on the sale of the firm to Mesirow Financial. Fiduciary Management Associates, based in Chicago, IL, managed approximately $1.7 billion of small and smid cap value portfolios for a variety of institutional and sub advisory clients at the time of the announcement.