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: Waypoint

Acquirer: MAI Capital

Advised Waypoint on the sale of the firm to MAI Capital Management.

Seller: Seascape

Acquirer: F.L. Putnam

Advised Seascape Capital Management on its sale to F.L. Putnam.

Seller: myCIO

Acquirer: Clearstead

Advised myCIO on the sale of a wealth management team to Clearstead Advisors.

Seller: Mill Creek

Acquirer: Pathstone

Advised Mill Creek Capital Advisors on its merger with Pathstone.

Seller: Garda

Acquirer: AMG

Advised Garda Capital Partners on the sale of an additional minority equity interest to AMG.