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 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.

Advised Century Capital Management on the sale of the firm to Congress Asset Management, including the proposed reorganization of their two mutual funds (CENSX) (CSMVX) into the Congress Asset Management family of funds.

Advised Shapiro Capital Management, an investment management firm offering a range of value-based equity investment solutions, on the sale of a majority interest to American Beacon Advisors. Shapiro Capital Management managed approximately $4.3 billion of client assets as of January 31, 2017.

Advised PacWest on the sale of the firm to Benefit Financial Services Group, a partner firm of Focus Financial Partners. PacWest is a registered investment advisory firm based in Phoenix, AZ. PacWest provides comprehensive wealth management and financial planning services to approximately 200 families and individuals.