Grail Partners Overview
- Service
-
Financing Advisory
- Year Founded
-
2005
- Employees
-
9
- Serviced Companies
-
10
- Serviced Deals
-
10
- Serviced Investors
-
6
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
Website
www.grailpartners.comYear Founded
Corporate Office
- 2 Embarcadero Center
- 7th Floor
- San Francisco, CA 94111
- United States
Grail Partners Services to Companies
Service on a Deal (10)
Grail Partners has provided services on 10 deals. It last acted as a general advisor to Advisor Partners on a . The deal was made in 2022.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Advisor Partners | Advisor: General | May 2022 | ||
| Clarion Partners | Advisor: General | Apr 2016 | ||
| Clarion Partners | Advisor: General | Jun 2011 | ||
| National Retirement Partners | Advisor: General | Feb 2011 | ||
| Broadshore Capital Partners | Advisor: General | Aug 2010 | ||
| Van Kampen Investments | Advisor: General | Jun 2010 | ||
| Barclays Global Investors | Advisor: General | Dec 2009 | ||
| Munder Capital Management | Advisor: General | Dec 2006 | ||
| FrontPoint Partners | Advisor: General | Dec 2006 | ||
| RS Investment Management | Advisor: General | May 2006 |
Grail Partners Services to Investors
Service on a Deal — Buy Side (4)
Grail Partners has provided buy side services on 4 deals. It last acted as a general advisor to Delaware Investments National Municipal Income Fund on a . The deal was made in 2014.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Delaware Investments National Municipal Income Fund | Advisor: General | Apr 2014 | ||
| Pacific Life Insurance | Advisor: General | Aug 2011 | ||
| Janus Capital Management | Advisor: General | Dec 2008 | ||
| State Street | Advisor: General | Aug 2007 |
Service on a Deal — Sell Side (1)
Grail Partners has provided sell side services on 1 deal. It last acted as a general advisor to Incapital on a . The deal was made in 2016.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Incapital | Advisor: General | May 2016 |
Grail Partners Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Grail Partners FAQs
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When was Grail Partners founded?
Grail Partners was founded in 2005.
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Where is Grail Partners headquartered?
Grail Partners is headquartered in San Francisco, CA.
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What is the size of Grail Partners?
Grail Partners total number of employees/professionals is 9.
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What service provider type is Grail Partners?
Grail Partners's service provider type is Financing Advisory.
-
What companies has Grail Partners invested in or acquired?
Grail Partners has invested in or acquired companies like Xpansiv, Irongate International, and Peachtree Investment Advisors.
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