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: 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.

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.