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.
Advised True North Advisors on a strategic minority investment from Wealth Partners Capital Group and HGGC.
Advised Presidio Wealth Partners, LLC (“Presidio”) on a strategic investment from Hightower.
Advised Veritable LP on the sale of the firm to Pathstone Family Office, LLC.
Advised Avalon Trust on the sale of the firm to Clearstead Advisors.