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 acquisition of NCM Capital, with AUM of $470 million. With the addition of NCM, Piedmont will have more than $1 billion of fixed income AUM and $6.3 billion of total AUM. Both firms are based in Durham, NC.
Advised Analytic Investors, LLC, an investment management firm offering a range of quantitatively-based equity investment solutions, on the sale of the firm to Wells Fargo Asset Management. Analytic Investors, LLC managed approximately $15 billion of client assets at the time of the announcement.
Advised American Beacon Advisors, a leading provider of investment advisory services to institutional and retail markets, on its acquisition of a minority interest in ARK Investment Management, a New York based federally registered investment adviser that offers registered and unregistered investment products, including a suite of exchange-traded funds focused on disruptive innovation.
Advised Emerson Investment Management, LLC, a wealth management firm based in Boston, MA, on the merger of the firm into Boston Financial Management. Emerson managed approximately $700 million of client assets at the time of the announcement.