Grail Partners Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 2005

Year Founded

  • Employees
  • 9

Employees

  • Serviced Companies
  • 9

  • Serviced Deals
  • 10

  • Serviced Investors
  • 5

Grail Partners General Information

Description

Founded in 2005, Grail Partners is a financing advisory firm headquartered in San Francisco, California. The firm offers mergers and acquisitions advisory, sales and divestitures consulting, leveraged and management buyouts, and financial restructuring services. Additionally, Grail Partners provides deal valuations, fairness opinions, debt solutions, and strategic and monetary advisory services. The firm caters to the financial services and consulting services sectors.

Contact Information

Year Founded
2005
Service Provider Type
Financing Advisory
Corporate Office
  • 2 Embarcadero Center
  • 7th Floor
  • San Francisco, CA 94111
  • United States
+1 (415) 000-0000

Grail Partners Services to Companies

Service on a Deal (10)

Company Name Service Provided Deal Date Deal Type Deal Amount
Advisor Partners Advisor: General May 2022 00000 0000000
Clarion Partners Advisor: General Apr 2016 00000 0000000
Clarion Partners Advisor: General Jun 2011 00000 0000000
National Retirement Partners Advisor: General Feb 2011 00000 0000000
Broadshore Capital Partners Advisor: General Aug 2010 00000 0000000
Van Kampen Investments Advisor: General Jun 2010 00000 0000000
Barclays Global Investors Advisor: General Dec 2009 00000 0000000
Munder Capital Management Advisor: General Dec 2006 00000 0000000
FrontPoint Partners Advisor: General Dec 2006 00000 0000000
RS Investment Management Advisor: General May 2006 00000 0000000
To view Grail Partners’s complete services to companies history, request access »

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Grail Partners Services to Investors

Service on a Deal — Buy Side (4)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Delaware Investments National Municipal Income Fund Advisor: General Apr 2014 00000 0000000
Pacific Life Insurance Advisor: General Aug 2011 00000 0000000
Janus Capital Management Advisor: General Dec 2008 00000 0000000
State Street Advisor: General Aug 2007 00000 0000000
To view Grail Partners’s complete services on a deal — buy side history, request access »

Service on a Deal — Sell Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Incapital Advisor: General May 2016 00000 0000000
To view Grail Partners’s complete services on a deal — sell side history, request access »

Grail Partners Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Grail Partners Team (24)

Name Title Deals Office Contact
Info
Rachel Hsu Chief Operating Officer San Francisco, CA
Donald Putnam Managing Partner & Founder 00 San Francisco, CA
Darlene DeRemer Founder and Managing Partner 00 San Francisco, CA
Craig Cognetti Partner 0 San Francisco, CA
Czarina Intal Controller San Francisco, CA
You’re viewing 5 of 24 team members. Get the full list »

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