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.
Seller:
Clearstead
Acquirer:
Flexpoint
Advised Clearstead Advisors and Rosemont Investment Group on the pending sale of a majority equity interest to Flexpoint Ford.
Seller:
Ancora
Acquirer:
Focus Financial Partners
Advised Ancora Holdings ("Ancora") on their partnership with Focus Financial Partners.
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.