Investment banking and strategic advice

View Recent Engagements

Experience. Strategy. Execution.

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.

Recent Engagements

Seller: Farr, Miller & Washington
Acquirer: Hightower Advisors

Advised Farr, Miller & Washington on the sale of the firm to Hightower Advisors.

Seller: Campbell Global
Acquirer: J.P. Morgan

Advised the management team of Campbell Global on the sale of the firm to J.P. Morgan Asset Management.

Seller: CornerStone Partners
Acquirer: Focus Financial Partners

Advised CornerStone Partners LLC on the sale of the firm to Focus Financial Partners.

Seller: TrueBridge
Acquirer: P10

Advised TrueBridge Capital Partners on its sale to a holding company controlled by P10 Holdings, Inc. and the principals of RCP Advisors, LLC.