Grail Partners

As a merchant bank specializing in the investment management industry and related businesses, we apply our tenacity in two ways.
In investing, we leverage our hard-earned industry experience by investing in ongoing and start-up businesses (MBO and minority positions). In advising, our typical client is an established money manager facing a strategic inflection point — merger, acquisition, divestiture or restructuring. We are fanatical about our advice, quality of analysis and advocacy. We carefully select our clients and align our incentives with their success over the long term.