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Grail Partners - Business Information

Finance · California, United States · <25 Employees

Grail Partners is a merchant banking firm focused on the financial services industry. The firm was founded and is led by Managing Partners Don Putnam and Darlene DeRemer, who have spent their careers advising and investing in the industry. Don previously founded and led Putnam Lovell, a boutique investment bank focused on financial services. Grails team has advised on many of the largest M&A transactions in the financial services space.Grail manages the Chalice Fund, a multi-stage private equity fund focused on financial services. Grails investments range from venture-stage asset management and specialty finance companies to management led buyouts. Grail is a value-added investor and is actively involved with its portfolio companies on key strategic issues such as executive and investment team recruitment, product development and distribution, M&A opportunities, and equity and debt financing.For more details on Grail Partners, including a full list of investments, please visit our website at www.grailpartners.com.Read More

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Who is Grail Partners

Grail Partners Headquarters

Headquarters

2 Embarcadero Ctr Fl 7, San Francisco, California, 94111, United States
Phone Number

Phone Number

(415) 423-0010
Grail Partners Revenue

Revenue

$6.4M
Industry

Industry

Finance GeneralFinanceGrail Partners's Social MediaPopular Searchesgrail partners LLCGrail PartnersGrail Advisory Partners LLCGrail Securities LLCGrailpartnersllcSIC Code 62,628NAICS Code 52,523Show More

Top Competitors of Grail Partners

Grail Partners Org Chart

View Grail Partners org chart to access information on key employees and get valuable insights about Grail Partners organizational structure. The organizational chart highlights the reporting lines within the company, starting with the top decision makers: Susann Kellison, Interim Chief Financial Officer, and Rachel Hsu, Chief Financial Officer.

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Susann Kellison
Susann Kellison

Interim Chief Financial Offi...

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Rachel Hsu
Rachel Hsu

Chief Financial Officer

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Grail Partners Email

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Frequently Asked Questions regarding Grail Partners

Where is Grail Partners located?
Grail Partners's headquarters are located at 2 Embarcadero Ctr Fl 7, San Francisco, California, 94111, United States
What is Grail Partners's phone number?
Grail Partners's phone number is (415) 423-0010
What is Grail Partners's official website?
Grail Partners's official website is www.grailpartners.com
What is Grail Partners's Revenue?
Grail Partners's revenue is $6.4 Million
What is Grail Partners's SIC code?
Grail Partners's SIC: 62,628
What is Grail Partners's NAICS code?
Grail Partners's NAICS: 52,523
How many employees does Grail Partners have?
Grail Partners has <25 employees
What industry does Grail Partners belong to?
Grail Partners is in the industry of: Finance General, Finance
What is Grail Partners competition?
Grail Partners top competitors include: Europlay Capital Advisors LLC, AMA Capital Partners LLC, CEA Group, Compass Partners
Who is the CFO of Grail Partners?
Grail Partners's CFO is Rachel Hsu
How do I contact Grail Partners?
Grail Partners contact info: Phone number: (415) 423-0010 Website: www.grailpartners.com
What does Grail Partners do?

Grail Partners is a merchant banking firm focused on the financial services industry. The firm was founded and is led by Managing Partners Don Putnam and Darlene DeRemer, who have spent their careers advising and investing in the industry. Don previously founded and led Putnam Lovell, a boutique investment bank focused on financial services. Grails... team has advised on many of the largest M&A transactions in the financial services space.Grail manages the Chalice Fund, a multi-stage private equity fund focused on financial services. Grails investments range from venture-stage asset management and specialty finance companies to management led buyouts. Grail is a value-added investor and is actively involved with its portfolio companies on key strategic issues such as executive and investment team recruitment, product development and distribution, M&A opportunities, and equity and debt financing.For more details on Grail Partners, including a full list of investments, please visit our website at www.grailpartners.com.Read More

What are Grail Partners social media links?
Grail Partners Linkedin page
Is Grail Partners a public company?
Grail Partners is private company therefore does not currently have an official ticker symbol
See more information about Grail Partners

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