Professionals

Jaydev Amersey

Jaydev joined Colchester Partners in 2022. At Colchester, Jaydev advises alternative and traditional investment management and private wealth management firms on a range of engagements and strategic initiatives including mergers, acquisitions, divestitures, management buyouts, and business valuations.

Prior to joining Colchester Partners, Jaydev was an Investment Banking Associate at InCap Group, Inc. focused on advising wealth and asset management firms on mergers and acquisitions and capital raising transactions. While at InCap Group, Jaydev advised several firms on sale processes, including advising Pineno, Levin and Ford Asset Management Company on its sale to Dakota Wealth Management and Rosen Capital Management on its sale to Creative Planning.

Jaydev received a Bachelor of Business Administration degree in Finance from Les Roches in Switzerland and a Master of Business Administration degree in Finance from the University of Rochester Simon Business School.

Eric R. Andrew

Eric was a member of Colchester Partners' founding team in 2002. At Colchester, Eric is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Eric has also been involved in succession planning and equitization projects for numerous firms.

Prior to the formation of Colchester Partners, Eric was a Corporate Development Associate for the United Asset Management division of Old Mutual plc, an international financial services firm headquartered in London, England. In that position, he developed and executed disposition strategies with respect to over 30 investment management firms in UAM's portfolio.

From 1997 through to the acquisition of UAM by Old Mutual in 2000, Eric held a variety of positions within the Finance Group at UAM, last serving as Manager of Financial Analysis. UAM, a NYSE-listed company, built the industry's first multi-boutique platform, through acquisitions of over 45 affiliates globally, with over $200 billion in assets under management.

Eric received a Bachelor of Science degree in Business Administration from the Whittemore School of Business and Economics at the University of New Hampshire and a Master of Business Administration degree from Bentley University Graduate School of Business.

Jonathan Brink

Jon joined Colchester in 2020. At Colchester, Jon advises alternative and traditional investment management and private wealth management firms on a range of engagements and strategic initiatives including mergers, acquisitions, divestitures, management buyouts, and business valuations.

Prior to joining Colchester Partners, Jon was an Associate at Jefferies Finance Asset Management, a private credit platform within Jefferies LLC focused on executing debt investments in support of middle market private equity buyouts.

Jon received his Bachelor of Science in Accounting & Finance, cum laude, from Boston College.

John Byrne

John joined Colchester Partners in 2021. At Colchester, John advises alternative and traditional investment management and private wealth management firms on a range of engagements and strategic initiatives including mergers, acquisitions, divestitures, management buyouts, and business valuations.

Prior to joining Colchester Partners, John was a member of the private equity investment team at Landmark Partners, one of the largest investors focused on acquiring secondary private fund ownership stakes in the alternative asset management industry. Landmark was one of the first investors to provide structured, non-permanent equity solutions to private equity managers / general partners. In John's role at Landmark, he was engaged in transaction origination, underwriting, and negotiation of private equity investments, particularly as it relates to financing at the management company / general partner level. Previously, John was an investment banking analyst within the Leveraged Finance team at Bank of America Merrill Lynch.

John received a Bachelor of Science degree in Finance from Wake Forest University.

Gregory S. Dimit

Greg joined Colchester Partners in 2005. At Colchester, Greg is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Greg has also been involved in succession planning and equitization projects for numerous firms. Greg is frequently invited to speak on succession, equitizations and M&A at gatherings of alternative investment management firms.

Prior to joining Colchester Partners, Greg was a consultant to the investment management industry, ultimately forming and joining a quantitative hedge fund as the Chief Operating Officer in 2003. From 1991 through 1999, Greg was an officer of UAM, last serving as Senior Vice President and a member of the team responsible for subsidiary operations. UAM, a NYSE-listed company, built the industry's first multi-boutique platform, through acquisitions of over 45 affiliates globally, with over $200 billion in assets under management.

Greg received a Bachelor of Science degree in Business from California State University, Northridge.

Charles R. Fellers

Chuck joined Colchester Partners in 2018. At Colchester, Chuck is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Chuck is also involved in succession planning and equitization projects for numerous firms.

Prior to joining Colchester Partners, Chuck was an attorney and a partner in the mergers and acquisitions/private equity group of the New York office of Kirkland & Ellis LLP, a global law firm. His practice focused on advising the founders of alternative investment management firms in executing engagements to sell a portion of their firm to third-party investors, or in representing third-party investors in those engagements.

In that role, Chuck was an M&A advisor in over 15 engagements involving a sponsor selling a stake to, or accepting an investment by, a strategic investor, including as advisor to Harvest Partners, Warburg Pincus, Golub Capital, Francisco Partners, Clearlake Capital Group and Vector Capital and to Blackstone Strategic Capital Holdings on its investment in Rockpoint Group. In addition, he has advised clients on more than 50 other private equity mergers and acquisitions and related engagements.

Previously, Chuck wrote more than 130 articles related to venture capital, private equity and other financial topics as a staff or freelance writer for Venture Capital Journal.

Chuck received a Bachelor of Arts degree from the University of Oklahoma, a Juris Doctor degree from University of Virginia School of Law and a Master of Business Administration degree from The University of Virginia Darden School of Business, where he was a Shermet Award winner and inducted into the Raven Society honorary.

Franklin H. Kettle

Frank was a member of Colchester Partners' founding team in 2002. At Colchester, Frank is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Frank has also been involved in succession planning and equitization projects for numerous firms. Frank is frequently invited to speak on succession, equitizations and M&A at gatherings of wealth management firms.

Prior to the formation of Colchester Partners, Frank was an Executive Vice President of the United Asset Management division of Old Mutual plc, an international financial services firm headquartered in London, England.In that position, he developed and executed disposition strategies with respect to over 30 investment management firms in UAM's portfolio.

From 1986 through to the acquisition of UAM by Old Mutual in 2000, Frank was an officer of UAM, last serving as Executive Vice President, Director of Corporate Development and a member of the team responsible for subsidiary operations.UAM, a NYSE-listed company, built the industry's first multi-boutique platform, through acquisitions of over 45 affiliates globally, with over $200 billion in assets under management.

Frank received a Bachelor of Arts degree, cum laude, with honors in Economics, from Middlebury College, and a Master of Business Administration degree (Finance and Accounting), with honors, from the University of Chicago Graduate School of Business.

Brian Lauzon, CFA

Brian joined Colchester Partners in 2023. At Colchester, Brian is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Brian is also involved in succession planning and equitization projects for numerous firms.

Prior to joining Colchester Partners, Brian was managing director at InCap Group, an investment bank focused on the wealth and asset management industries. As a senior member of InCap's investment banking team, Brian led M&A and valuation assignments for wealth managers, asset managers and alternative managers. Brian was also responsible for leading the firm's business development efforts.

Throughout his career, Brian has held various leadership positions within the wealth and asset management industries. He served on the management committee and led business development for a global private equity firm, as well as Merganser Capital Management, an institutional fixed income manager. During his tenure at Merganser, the firm experienced a period of rapid growth and organizational change, including 200% growth in assets under management.

Brian also served as managing principal of AdvisorAssist, a management consulting firm that focuses on the wealth management industry. In this role, Brian worked with over 100 wealth management firms to help them implement processes to grow, protect and optimize their businesses.

Brian earned a Bachelor of Science degree from Villanova University and Master of Business Administration with honors from The Wharton School of the University of Pennsylvania. Brian is a CFA charterholder and is a board member and past president of the CFA Society of Philadelphia.

Andrew Lingle

Andrew joined Colchester Partners in 2023. At Colchester, Andrew advises alternative and traditional investment management and private wealth management firms on a range of engagements and strategic initiatives including mergers, acquisitions, divestitures, management buyouts, and business valuations.

Prior to Colchester Partners, Andrew was an Analyst at Jefferies in the Consumer & Retail Group focused on mergers and acquisitions and capital raising transactions.

Andrew received a Bachelor of Arts in Economics and a minor in Public Policy from the University of Virginia.

Sonia Livingston

Sonia joined Colchester Partners in 2021. At Colchester, Sonia advises alternative and traditional investment management and private wealth management firms on a range of engagements and strategic initiatives including mergers, acquisitions, divestitures, management buyouts, and business valuations.

Prior to Colchester Partners, Sonia was an Associate at Mercer in the delegated solutions business, focused on fixed income.

Sonia received a Bachelor of Science in Economics-Finance and a minor in Law from Bentley University.

Kevin P. O'Brien

Kevin was a member of Colchester Partners' founding team in 2002. At Colchester, Kevin is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Kevin has also been involved in succession planning and equitization projects for numerous firms.

Prior to the formation of Colchester Partners, Kevin was Senior Vice President of the United Asset Management division of Old Mutual plc, an international financial services firm headquartered in London, England. In that position, he developed and executed disposition strategies with respect to over 30 investment management firms in UAM's portfolio.

From 1996 through to the acquisition of UAM by Old Mutual in 2000, Kevin was an officer of UAM, last serving as a senior member of the Corporate Development Group and a member of the team responsible for subsidiary operations. UAM, a NYSE-listed company, built the industry's first multi-boutique platform, through acquisitions of over 45 affiliates globally, with over $200 billion in assets under management.

Kevin received a Bachelor of Science degree in Economics and Accounting, magna cum laude, from Boston College, and a Juris Doctor degree, cum laude, from Boston College Law School.

Joseph R. Ramrath

Joe was a member of Colchester Partners' founding team in 2002. At Colchester, Joe has been responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Joe has also been involved in succession planning and equitization projects for numerous firms.

Joe currently advises the firm on a variety of strategic and operating matters.

Prior to the formation of Colchester Partners, Joe was Executive Vice President of the United Asset Management division of Old Mutual plc, an international financial services firm headquartered in London, England. In that position, he developed and executed disposition strategies with respect to over 30 investment management firms in UAM's portfolio.

From 1996 through to the acquisition of UAM by Old Mutual in 2000, Joe was Senior Vice President, General Counsel and Secretary of UAM and a member of the team responsible for subsidiary operations. Prior to that, he was outside counsel to UAM dating back to 1985. UAM, a NYSE-listed company, built the industry's first multi-boutique platform, through acquisitions of over 45 affiliates globally, with over $200 billion in assets under management.

Joe is a director of The Hanover Insurance Group (NYSE: THG).

Joe received a Bachelor of Science degree in Business Administration with high honors from Babson College, and a Juris Doctor degree, summa cum laude, from the University of California, Hastings College of the Law.

Joseph R. Rioff, CFA

Joe joined Colchester Partners in 2009. At Colchester, Joe is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Joe has also been involved in succession planning and equitization projects for numerous firms.

Prior to joining Colchester Partners, Joe was an Associate at de Guardiola Advisors, an investment bank specializing in the investment management industry. Prior to de Guardiola Advisors, Joe was a Consultant at Brockhouse Cooper International, an institutional investment consultant specializing in investment manager research, evaluation and selection.

Joe is an Event Co-Chair for the City Year Annual Investment Community Breakfast.

Joe received a Bachelor of Arts degree, cum laude, from Connecticut College and a Master of Business Administration degree from The University of Virginia Darden School of Business.

Emily Rosenkoetter

Emily joined Colchester Partners in 2024. At Colchester, Emily advises alternative and traditional investment management and private wealth management firms on a range of engagements and strategic initiatives including mergers, acquisitions, divestitures, management buyouts, and business valuations.

Prior to Colchester Partners, Emily was an Analyst at Piper Sandler in the Financial Services Group focused on mergers and acquisitions and capital raising transactions.

Emily received a Bachelor of Science in Finance and Information Systems from the University of Maryland.