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 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.
Advised VennWell on the sale of the firm to RMB Capital Management. VennWell is a registered investment advisory firm based in Lake Forest, IL. VennWell provides financial planning and investment management services to individuals, families and organizations.
Seller: Boston Partners Global Investors, Inc.
Advised management of Boston Partners Global Investors on the internal governance and financial arrangement with its parent company.