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 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.
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 $7.5 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.