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: Invictus
Acquirer: NYLife IM
Advised Invictus on the sale of a majority ownership stake to New York Life Investment Management.
Seller: Longfellow
Acquirer: iM Global
Advised Longfellow Investment Management on the sale of a non-controlling minority interest to iM Global Partner.
Seller: Waypoint
Acquirer: MAI Capital
Advised Waypoint on the sale of the firm to MAI Capital Management.
Seller: Seascape
Acquirer: F.L. Putnam
Advised Seascape Capital Management on its sale to F.L. Putnam.
Seller: myCIO
Acquirer: Clearstead
Advised myCIO on the sale of a wealth management team to Clearstead Advisors.
