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: Torquest Partners

Acquirer: RidgeLake Partners

Advised Torquest Partners on a strategic minority investment from RidgeLake Partners.

Seller: True North Advisors

Acquirer: Wealth Partners Capital Group

Advised True North Advisors on a strategic minority investment from Wealth Partners Capital Group and HGGC.

Seller: Veritable

Acquirer: Pathstone

Advised Veritable LP on the sale of the firm to Pathstone Family Office.

Seller: Presidio

Acquirer: Hightower

Advised Presidio Wealth Partners on a strategic investment from Hightower.

Seller: Avalon

Acquirer: Clearsted

Advised Avalon Trust on the sale of the firm to Clearstead Advisors.