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

Seller: Altair Advisers
Acquirer: N/A

Advised the management team on restructuring its equity ownership, with the objective of facilitating the transfer of equity interests among key employees while maintaining the firm's independence. Altair managed approximately $4.5 billion in client assets under advisement at the time of the restructuring, primarily for high net worth families and individuals.

Advised Breton Hill Capital, a Toronto-based investment management firm offering a range of quantitatively-based investment solutions, on the sale of the firm to Neuberger Berman.

Advised Eton Advisors on the sale of the firm to Focus Financial Partners. Eton Advisors is a leading independent wealth management boutique serving affluent families across North America.

Advised Assured Guaranty Ltd. on its acquisition of a strategic minority interest in Wasmer, Schroeder & Company.

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