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: Penfund
Acquirer: Bonaccord

Advised Penfund on the sale of a passive strategic minority interest to Bonaccord Capital Partners.

Seller: Marble Capital
Acquirer: Navigator Global Investments

Advised Marble Capital on the sale of a minority interest to Navigator Global Investments.

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.