Colchester Partners LLC is an investment banking and strategic advisory firm based in Boston, MA, specializing in serving the needs of investment management organizations and their professionals. With a focus on mergers and acquisitions, ownership succession planning, equity incentives, and valuations, they provide comprehensive and expert guidance to their clients.
With over 18 years of experience, Colchester Partners has successfully advised on various strategic investments and sales, including notable engagements such as Presidio Wealth Partners' strategic investment from Hightower, Veritable LP's sale to Pathstone Family Office, Avalon Trust's sale to Clearstead Advisors, and Conservation Resources' minority sale to Diffractive Managers Group.
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