Investment banking and strategic advice

View 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 their professionals. Our services include mergers and acquisitions, strategic advice on ownership succession planning and structuring equity incentives, and valuations.

Recent Engagements

Seller: Presidio
Acquirer: Hightower

Advised Presidio Wealth Partners, LLC (“Presidio”) on a strategic investment from Hightower.

Seller: Veritable
Acquirer: Pathstone

Advised Veritable LP on the sale of the firm to Pathstone Family Office, LLC.

Seller: Avalon Trust
Acquirer: Clearstead Advisors

Advised Avalon Trust on the sale of the firm to Clearstead Advisors.

Seller: Conservation Resources
Acquirer: Diffractive Managers Group

Advised Conservation Resources on their minority sale to Diffractive Managers Group.