Investment banking and strategic advice

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: myCIO

Acquirer: Clearstead

Advised myCIO on the sale of a wealth management team to Clearstead Advisors.

Seller: Mill Creek

Acquirer: Pathstone

Advised Mill Creek Capital Advisors on its merger with Pathstone.

Seller: Garda

Acquirer: AMG

Advised Garda Capital Partners LP on the sale of an additional minority equity interest to Affiliated Managers Group, Inc.

Seller: GFP

Acquirer: Arax

Advised GFP Private Wealth on its acquisition by Arax Investment Partners.

Seller: Belmont

Acquirer: Gateway

Advised Belmont Capital Group on the sale of the firm to Gateway Investment Advisors.