Grail Partners LLC

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Description

We have a strong history of identifying trends, initiating change, structuring transactions, building businesses and realizing value in the asset management and broader financial services industry. Our expertise extends across all phases of the capital lifecycle from incubations and early-stage financing to growth equity and buyouts. All our partners have worked in the investment industry, and have been associated with many of the world's largest financial institutions. They each have 20-plus years of experience, and possess a diverse array of operating, investing, risk management and deal making skills. Our senior partners have worked together for more than a decade. On the investment side, we now hold positions in portfolio companies spanning all phases of the capital cycle. Our investments include asset managers and companies in a variety of related businesses such as trade processing, financial planning and ETF fund sponsorship. On the advisory side, our team has completed in excess of 210 strategic transactions and financings, establishing us as one of the leading banking teams to the asset management industry. We've worked with a host of leading financial players retirement and insurance companies, banks and brokerage firms, mutual fund and institutional asset managers and have helped them navigate many market cycles around the globe. Founded in 2005, Grail is privately owned and has offices in Boston (headquarters), New York and San Francisco.

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