Formed in 2002, Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and its professionals. Our services include mergers and acquisitions; strategic advice on matters such as ownership succession planning and structuring equity incentives; and valuations.
Seller:
DDJ Capital Management
Acquirer:
Polen Capital
Advised Polen Capital on the pending acquisition of DDJ Capital Management.
Seller:
Granahan
Acquirer:
Kudu
Advised Granahan Investment Management on the sale of a minority interest to Kudu Investment Management.
Seller:
Clearstead
Acquirer:
Flexpoint
Advised Clearstead Advisors and Rosemont Investment Group on the pending sale of a majority equity interest to Flexpoint Ford.
Seller:
Ancora
Acquirer:
Focus Financial Partners
Advised Ancora Holdings ("Ancora") on their partnership with Focus Financial Partners.