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 West Capital Management, a Philadelphia-based wealth management firm on its strategic sale to WSFS Financial Corp (NASDAQ: WSFS). West Capital managed approximately $700 million of client assets at the time of the announcement.
Advised American Beacon Advisors, a leading provider of investment advisory services to institutional and retail markets, on its acquisition of a controlling interest in Crest Investment Partners from Cypress Capital Group.
Advised Piedmont Investment Advisors on the acquisition of NCM Capital, with AUM of $470 million. With the addition of NCM, Piedmont will have more than $1 billion of fixed income AUM and $6.3 billion of total AUM. Both firms are based in Durham, NC.
Advised Analytic Investors, LLC, an investment management firm offering a range of quantitatively-based equity investment solutions, on the sale of the firm to Wells Fargo Asset Management. Analytic Investors, LLC managed approximately $15 billion of client assets at the time of the announcement.