Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals since 2002. Our services include mergers and acquisitions; strategic advice on matters such as ownership succession planning and structuring equity incentives; and valuations.
Advised Steinberg Global Asset Management on its merger with The Colony Group, a partner firm of Focus Financial Partners. At the time of announcement, the firm managed approximately $1.0 billion in client assets.
Advised Resolute Investment Managers on the purchase of a majority stake in SSI Investment Management. SSI Investment Management, based in Beverly Hills, manages $1.9 billion in a variety of convertible strategies for its clients.
Advised Resolute Investment Managers on the purchase of a minority stake in RSW Investments. RSW Investments, based in New Jersey, manages $2.2 billion of municipal bond separate accounts for its clients.
Advised Integra Capital Limited (Integra Capital), a Canadian investment management company on the sale of the firm to Willis Towers Watson (NASDAQ:WLTW).
Advised Piedmont Investment Advisors on the sale of the firm to FIS Group, Inc., an asset management firm focused on emerging manager strategies. Piedmont Investment Advisors, based in Durham, NC, managed approximately $4.7 billion of equity and fixed income portfolios for institutions at the time of the announcement.