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 Polen Capital Management, LLC on the sale of a minority interest to iM Square, a global investment and development platform for the asset management industry. Polen Capital Management, LLC manages approximately $7.0 billion of US Large Cap and Global equity portfolios for institutions and individuals, and serves as the advisor to the Polen Growth and Polen Global Growth mutual funds.
Advised Douglas C. Lane & Associates on the sale of the firm to Focus Financial Partners. Douglas C. Lane & Associates is a registered investment advisory firm based in New York City and manages approximately $4.3 billion in client assets on behalf of high net worth families, trusts, pensions, endowments, foundations and institutions.
Advised the management team of FORT L.P. on the sale of a minority interest owned by Capital Z Investment Partners to Goldman Sachs' Petershill II Fund. FORT L.P. is a managed futures specialist with approximately $1.5 billion of assets under management.
Advised Strategic Global Advisors, LLC on the sale of a minority interest to Nile Capital Group, a private equity firm providing capital and services to boutique and emerging asset managers. Strategic Global Advisors, LLC manages over $2.5 billion of international and global equity portfolios for institutions and individuals.