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: Novare

Acquirer: Emigrant

Advised Novare Capital Management LLC on a strategic minority investment from Emigrant Partners.

Seller: Outside Investors

Acquirer: Corbin

Advised the management team of Corbin Capital, L.P. on the buy-out of a group of outside investors.

Seller: Wealth Management Firm

Acquirer: Emigrant

Non-controlling investment in a $2.5B+ wealth firm.

Seller: RiverNorth

Acquirer: Kudu

Advised RiverNorth Capital Management on the sale of a minority interest to Kudu Investment Management.

Seller: Kades

Acquirer: Mercer

Advised Kades & Cheifetz LLC (“Kades & Cheifetz”) on the sale of the firm to Mercer Global Advisors, Inc.