Investment banking and strategic advice

View recent transactions Meet our team

Experience. Strategy. Execution.

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.

Recent Transactions

Advised Resolute Investment Managers (formerly American Beacon Advisors) on the sale of a minority stake in affiliate ARK Investment Management to Nikko Asset Management.

Seller: VennWell
Acquirer: RMB Capital Management

Advised VennWell on the sale of the firm to RMB Capital Management. VennWell is a registered investment advisory firm based in Lake Forest, IL. VennWell provides financial planning and investment management services to individuals, families and organizations.

Advised management of Boston Partners Global Investors on the internal governance and financial arrangement with its parent company.

Advised the management team of Glouston Capital Partners on Legg Mason's sale of the firm to management. Glouston is a private equity secondaries and primary fund-of-funds investment specialist with over 20 years of dedicated experience.