Colchester Partners is a Boston based investment banking and strategic advisory firm organized to serve the needs of investment management organizations and their professionals.  

Our services include investment banking, mergers & acquisitions, strategic advice and liquidity planning.

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Recent Transaction:

Seller:  Legato/California Public Employee Retirement System (MDP II Program)
Buyer:  Piedmont Investment Advisors, LLC
Colchester Partners advised Piedmont in raising capital from a strategic equity partner to buy the interests owned by its outside shareholders: a CalPERS joint venture with Legato Capital Management and North Carolina Mutual Insurance Co.  Following the transaction, the firm is 70% owned by Piedmont employees.  Piedmont manages $3.4 billion in equity and fixed income portfolios primarily for institutions.  view details »