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 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.
Advised Resolute Investment Managers (formerly American Beacon Advisors) on the launch of Continuous Capital, an affiliate company, and simultaneous hire of Morley Campbell as President and Chief Investment Officer.
Advised the management team on restructuring its equity ownership, with the objective of facilitating the transfer of equity interests among key employees while maintaining the firm's independence. Altair managed approximately $4.5 billion in client assets under advisement at the time of the restructuring, primarily for high net worth families and individuals.
Advised Breton Hill Capital, a Toronto-based investment management firm offering a range of quantitatively-based investment solutions, on the sale of the firm to Neuberger Berman.