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 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.

Advised American Beacon Advisors, a leading provider of investment advisory services to institutional and retail markets, on its acquisition of a minority interest in ARK Investment Management, a New York based federally registered investment adviser that offers registered and unregistered investment products, including a suite of exchange-traded funds focused on disruptive innovation.

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.