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: 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.

Seller: Northleaf
Acquirer: Mackenzie

Advised Northleaf Capital Partners on the sale of a strategic interest to Mackenzie Financial Corporation, an IGM Financial Inc. subsidiary and Great-West Lifeco Inc., members of the Power Financial group of companies.

Seller: Price Wealth
Acquirer: Pathstone

Advised Price Wealth on the sale of the firm to Pathstone Family Office. Price Wealth is an independent wealth advisor based in Austin, Texas, serving UHNW individuals and families.