Frank was a member of Colchester Partners' founding team in 2002.At Colchester, Frank is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Frank has also been involved in succession planning and equitization projects for numerous firms. Frank is frequently invited to speak on succession, equitizations and M&A at gatherings of wealth management firms.
Prior to the formation of Colchester Partners, Frank was an Executive Vice President of the United Asset Management division of Old Mutual plc, an international financial services firm headquartered in London, England.In that position, he developed and executed disposition strategies with respect to over 30 investment management firms in UAM's portfolio.
From 1986 through to the acquisition of UAM by Old Mutual in 2000, Frank was an officer of UAM, last serving as Executive Vice President, Director of Corporate Development and a member of the team responsible for subsidiary operations.UAM, a NYSE-listed company, built the industry's first multi-boutique platform, through acquisitions of over 45 affiliates globally, with over $200 billion in assets under management.
Frank received a Bachelor of Arts degree, cum laude, with honors in Economics, from Middlebury College, and a Master of Business Administration degree (Finance and Accounting), with honors, from the University of Chicago Graduate School of Business.
Contact:
Email: fkettle@colchesterpartners.com
Phone: (617) 896-0200
Joe was a member of Colchester Partners' founding team in 2002. At Colchester, Joe is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Joe has also been involved in succession planning and equitization projects for numerous firms.
Prior to the formation of Colchester Partners, Joe was Executive Vice President of the United Asset Management division of Old Mutual plc, an international financial services firm headquartered in London, England. In that position, he developed and executed disposition strategies with respect to over 30 investment management firms in UAM's portfolio.
From 1996 through to the acquisition of UAM by Old Mutual in 2000, Joe was Senior Vice President, General Counsel and Secretary of UAM and a member of the team responsible for subsidiary operations. Prior to that, he was outside counsel to UAM dating back to 1985. UAM, a NYSE-listed company, built the industry's first multi-boutique platform, through acquisitions of over 45 affiliates globally, with over $200 billion in assets under management.
Joe is a director of The Hanover Insurance Group (NYSE: THG).
Joe received a Bachelor of Science degree in Business Administration with high honors from Babson College, and a Juris Doctor degree, summa cum laude, from the University of California, Hastings College of the Law.
Contact:
Email: jramrath@colchesterpartners.com
Phone: (617) 896-0203
Kevin was a member of Colchester Partners' founding team in 2002. At Colchester, Kevin is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Kevin has also been involved in succession planning and equitization projects for numerous firms.
Prior to the formation of Colchester Partners, Kevin was Senior Vice President of the United Asset Management division of Old Mutual plc, an international financial services firm headquartered in London, England. In that position, he developed and executed disposition strategies with respect to over 30 investment management firms in UAM's portfolio.
From 1996 through to the acquisition of UAM by Old Mutual in 2000, Kevin was an officer of UAM, last serving as a senior member of the Corporate Development Group and a member of the team responsible for subsidiary operations. UAM, a NYSE-listed company, built the industry's first multi-boutique platform, through acquisitions of over 45 affiliates globally, with over $200 billion in assets under management.
Kevin received a Bachelor of Science degree in Economics and Accounting, magna cum laude, from Boston College, and a Juris Doctor degree, cum laude, from Boston College Law School.
Contact:
Email: kobrien@colchesterpartners.com
Phone: (617) 896-0201
Greg joined Colchester Partners in 2005. At Colchester, Greg is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Greg has also been involved in succession planning and equitization projects for numerous firms. Greg is frequently invited to speak on succession, equitizations and M&A at gatherings of alternative investment management firms.
Prior to joining Colchester Partners, Greg was a consultant to the investment management industry, ultimately forming and joining a quantitative hedge fund as the Chief Operating Officer in 2003. From 1991 through 1999, Greg was an officer of UAM, last serving as Senior Vice President and a member of the team responsible for subsidiary operations. UAM, a NYSE-listed company, built the industry's first multi-boutique platform, through acquisitions of over 45 affiliates globally, with over $200 billion in assets under management.
Greg received a Bachelor of Science degree in Business from California State University, Northridge.
Contact:
Email: gdimit@colchesterpartners.com
Phone: (212) 463-8136
Eric was a member of Colchester Partners' founding team in 2002. At Colchester, Eric is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Eric has also been involved in succession planning and equitization projects for numerous firms.
Prior to the formation of Colchester Partners, Eric was a Corporate Development Associate for the United Asset Management division of Old Mutual plc, an international financial services firm headquartered in London, England. In that position, he developed and executed disposition strategies with respect to over 30 investment management firms in UAM's portfolio.
From 1997 through to the acquisition of UAM by Old Mutual in 2000, Eric held a variety of positions within the Finance Group at UAM, last serving as Manager of Financial Analysis. UAM, a NYSE-listed company, built the industry's first multi-boutique platform, through acquisitions of over 45 affiliates globally, with over $200 billion in assets under management.
Eric received a Bachelor of Science degree in Business Administration from the Whittemore School of Business and Economics at the University of New Hampshire and a Master of Business Administration degree from Bentley University Graduate School of Business.
Contact:
Email: eandrew@colchesterpartners.com
Phone: (617) 896-0202
Joe joined Colchester Partners in 2009. At Colchester, Joe is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Joe has also been involved in succession planning and equitization projects for numerous firms.
Prior to joining Colchester Partners, Joe was an Associate at de Guardiola Advisors, an investment bank specializing in the investment management industry. Prior to de Guardiola Advisors, Joe was a Consultant at Brockhouse Cooper International, an institutional investment consultant specializing in investment manager research, evaluation and selection.
Joe is an Event Vice Chair for the City Year Annual Investment Community Breakfast.
Joe received a Bachelor of Arts degree, cum laude, from Connecticut College and a Master of Business Administration degree from The University of Virginia Darden School of Business.
Contact:
Email: jrioff@colchesterpartners.com
Phone: (617) 896-0225
Chuck joined Colchester Partners in 2018. At Colchester, Chuck is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Chuck is also involved in succession planning and equitization projects for numerous firms.
Prior to joining Colchester Partners, Chuck was an attorney and a partner in the mergers and acquisitions/private equity group of the New York office of Kirkland & Ellis LLP, a global law firm. His practice focused on advising the founders of alternative investment management firms in executing engagements to sell a portion of their firm to third-party investors, or in representing third-party investors in those engagements.
In that role, Chuck was an M&A advisor in over 15 engagements involving a sponsor selling a stake to, or accepting an investment by, a strategic investor, including as advisor to Harvest Partners, Warburg Pincus, Golub Capital, Francisco Partners, Clearlake Capital Group and Vector Capital and to Blackstone Strategic Capital Holdings on its investment in Rockpoint Group. In addition, he has advised clients on more than 50 other private equity mergers and acquisitions and related engagements.
Previously, Chuck wrote more than 130 articles related to venture capital, private equity and other financial topics as a staff or freelance writer for Venture Capital Journal.
Chuck received a Bachelor of Arts degree from the University of Oklahoma, a Juris Doctor degree from University of Virginia School of Law and a Master of Business Administration degree from The University of Virginia Darden School of Business, where he was a Shermet Award winner and inducted into the Raven Society honorary.
Contact:
Email: cfellers@colchesterpartners.com
Phone: (617) 896-0204
Tim joined Colchester Partners in 2006. At Colchester, Tim advises clients on a range of engagements and strategic initiatives on behalf of a variety of investment management firms These include mergers, acquisitions, divestitures, and management buy-outs. Tim has also been involved in succession planning and equitization projects for numerous firms.
Prior to Colchester Partners, Tim worked in Trading and Operations within Merrill Lynch's Private Client Group and Private Banking and Investment Groups.
Tim received a Bachelor of Science in Business Administration from the Georgia Institute of Technology.
Contact:
Email: tjohnson@colchesterpartners.com
Phone: (617) 896-2350
John joined Colchester Partners in 2021. At Colchester, John advises private equity and investment management clients on a range of engagements and strategic initiatives including mergers, acquisitions, divestitures, and management buy-outs.
Prior to joining Colchester Partners, John was a member of the private equity investment team at Landmark Partners, one of the largest investors focused on acquiring secondary private fund ownership stakes in the alternative asset management industry. Landmark was one of the first investors to provide structured, non-permanent equity solutions to private equity managers / general partners. In John's role at Landmark, he was engaged in transaction origination, underwriting, and negotiation of private equity investments, particularly as it relates to financing at the management company / general partner level. Previously, John was an investment banking analyst within the Leveraged Finance team at Bank of America Merrill Lynch.
John received a Bachelor of Science degree in Finance from Wake Forest University.
Contact:
Email: jbyrne@colchesterpartners.com
Phone: (617) 896-0219
Jon joined Colchester in 2020. At Colchester, Jon advises investment management clients on a range of engagements and strategic initiatives, including mergers and acquisitions, divestitures, management buy-outs, and business valuations.
Prior to joining Colchester Partners, Jon was an Associate at Jefferies Finance Asset Management, a private credit platform within Jefferies LLC focused on executing debt investments in support of middle market private equity buyouts.
Jon received his Bachelor of Science in Accounting & Finance, cum laude, from Boston College.
Contact:
Email: jbrink@colchesterpartners.com
Phone: (617) 896-0227
Kameesh joined Colchester Partners in 2020. At Colchester, Kameesh advises private equity and investment management clients on a range of engagements and strategic initiatives including mergers and acquisitions, divestitures, MBOs, business valuations and other strategic advisory activities.
Prior to joining Colchester Partners, Kameesh was an Investment Banking Analyst at Greenhill & Co., LLC focused on advising private equity firms on M&A and secondary transactions.
Kameesh received his Bachelor of Business Administration degree in Finance from The University of Texas at Austin.
Contact:
Email: kvalliani@colchesterpartners.com
Phone: (617) 896-0224
Sonia joined Colchester Partners in 2021. At Colchester, Sonia advises private equity and investment management clients on a range of engagements and strategic initiatives including mergers, acquisitions, divestitures, management buyouts, and business valuations.
Prior to Colchester Partners, Sonia was an Associate at Mercer in the delegated solutions business, focused on fixed income.
Sonia received a Bachelor of Science in Economics-Finance and a minor in Law from Bentley University.
Contact:
Email: slivingston@colchesterpartners.com
Phone: (617) 896-0206
Quinn joined Colchester Partners in 2021. At Colchester, Quinn advises private equity and investment management clients on a range of engagements and strategic initiatives including mergers, acquisitions, divestitures, management buyouts, and business valuations.
Prior to joining Colchester Partners, Quinn was an Analyst at Onex Falcon, a lower middle market private credit asset manager.
Quinn received a Bachelor of Arts degree in Business, Entrepreneurship and Organizations from Brown University.
Contact:
Email: qandersen@colchesterpartners.com
Phone: (617) 896-0207