Joseph CFA's Contact Details

Joseph CFA's Company Details

Colchester Partners LLC

Boston, MA, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals since 2002.Over the past 20 years, our managing directors have completed more than 100 transactions with a variety of investment management firms, including mergers, acquisitions, divestitures, management buy-outs and transactions that provided equity and other incentives to key professionals.We believe that the keys to success in closing transactions in this industry are a deep understanding of the unique aspects of the investment management business, extensive knowledge of developments and people in the industry, a professional approach to transaction planning and execution, integrity and trust.Colchester Partners is committed to bringing all of these qualities to every engagement we handle.In the investment management industry, Colchester Partners serves: * Management-owned firms considering strategic alternatives * Institutions and investment professionals considering a sale or divestiture * Institutions considering strategic acquisitions and investments * Organizations considering ownership restructuring and other incentive arrangements * Organizations seeking advice on succession planning or other strategic matters * Organizations seeking valuation services