Engagements

Since our founding in 2002, we have advised on over 250 client engagements with a variety of investment management firms, including mergers, acquisitions, divestitures and management buy-outs. We also have extensive experience in structuring and restructuring the ownership and governance of investment management organizations, including the development and execution of plans that provide equity and other incentives of key professionals. Below is a sample of some of our recent engagements:

* Indicates Colchester client

NOTE: Dollar figures represents clients' assets under management at the time of transaction.


By Client Type
By Transaction Type

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