Investment banking and strategic advice

Experience. Strategy. Execution.

Formed in 2002, Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals. Our services include mergers and acquisitions, strategic advice on ownership succession planning and structuring equity incentives, and valuations.

Recent Engagements

Seller: Belmont

Acquirer: Gateway

Advised Belmont Capital Group on the sale of the firm to Gateway Investment Advisors.

Seller: O'Brien

Acquirer: Mercer

Advised O’Brien Wealth Partners on the sale of the firm to Mercer Global Advisors, Inc.

Seller: Pacific Foundation Services

Acquirer: Foundation Source

Advised Pacific Foundation Services LLC on the sale of the firm to Foundation Source, Inc.

Seller: Lindbrook

Acquirer: Hightower

Advised Lindbrook Capital on its strategic investment from Hightower Advisors.

Seller: Novare

Acquirer: Emigrant

Advised Novare Capital Management LLC on a strategic minority investment from Emigrant Partners.