Founded in 2005 by industry veteran Don Putnam, Grail Partners LLC is a boutique merchant banking firm dedicated exclusively to the investment management sector. The firm operates with a dual focus: providing high-level strategic advice, including M&A advisory, to financial services companies, and making principal investments through its private equity funds. Grail leverages its deep industry expertise and extensive network to assist asset and wealth management firms in navigating complex transactions, achieving strategic growth, and raising capital.

Founded in

United States