Brian Lauzon Bio

Brian joined Colchester Partners in 2023. At Colchester, Brian is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Brian is also involved in succession planning and equitization projects for numerous firms. Prior to joining Colchester Partners, Brian was managing director at InCap Group, an investment bank focused on the wealth and asset management industries. As a senior member of InCap's investment banking team, Brian led M&A and valuation assignments for wealth managers, asset managers and alternative managers. Brian was also responsible for leading the firm's business development efforts. Throughout his career, Brian has held various leadership positions within the wealth and asset management industries. He served on the management committee and led business development for a global private equity firm, as well as Merganser Capital Management, an institutional fixed income manager. During his tenure at Merganser, the firm experienced a period of rapid growth and organizational change, including 200% growth in assets under management. Brian also served as managing principal of AdvisorAssist, a management consulting firm that focuses on the wealth management industry. In this role, Brian worked with over 100 wealth management firms to help them implement processes to grow, protect and optimize their businesses. Brian earned a Bachelor of Science degree from Villanova University and Master of Business Administration with honors from The Wharton School of the University of Pennsylvania. Brian is a CFA charterholder and is a board member and past president of the CFA Society of Philadelphia.