Griffin Financial Group Overview

  • Service
  • Investment Bank

  • Founded
  • 2001

Founded
  • Employees
  • 52

Employees
  • Serviced Companies
  • 134

  • Serviced Deals
  • 128

  • Serviced Investors
  • 37

Griffin Financial Group General Information

Description

Established in 1996, Griffin Financial Group is a boutique investment banking firm based in Reading, Pennsylvania. The firm provides services in the areas of financial restructuring, capital markets, private equity, real estate finance, and equity and debt placement. The firm serves public and private institutions and middle-market companies across the country, with an emphasis on the Mid-Atlantic region.

Contact Information

Year Founded
2001
Service Provider Type
Investment Bank
Primary Office
  • The Centre City Executive Center
  • 607 Washington Street, Post Office Box 1497
  • Reading, PA 19603
  • United States
+1 (610) 000-0000

Griffin Financial Group Services to Companies

Service on a Deal (129)

Company Name Service Provided Deal Date Deal Type Deal Amount
Thomas J. Paul Advisor: General Jan 2023 00000 0000000
00000, 00000000, 0 Advisor: General Nov 2022 00000 0000000
0000 000000 000000 Advisor: General Nov 2022 00000 0000000
000000000 00000000 Advisor: General Oct 2022 00000 0000000
000000000 0000 Advisor: General Oct 2022 00000 0000000
00000 00000000 Advisor: General Sep 2022 00000 0000000
00000000 000000000 Advisor: General Aug 2022 00000 0000000
0000000 000000000 Advisor: General Jul 2022 00000 0000000
Core States Group Advisor: General Apr 2022 00000 0000000
Soluta Advisor: General Feb 2022 00000 0000000
You’re viewing 10 of 129 services to companies. Get the full list »

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Griffin Financial Group Services to Investors

Service on a Deal — Buy Side (31)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Ameriserv Financial Bank Advisor: General May 2021 00000 0000000
0000000 000000 000 Advisor: General Jul 2020 00000 0000000
000 0000 Advisor: General Jul 2020 00000 0000000
00000 00000000 000 Advisor: General Apr 2020 00000 0000000
000 000000 0000 & Advisor: General Oct 2019 00000 0000000
000000000 0000000 Advisor: General Feb 2018 00000 0000000
000 00000000 Advisor: General Jan 2018 00000 0000000
00000000000 000000 Advisor: General Jan 2018 00000 0000000
Western New England Bancorp Advisor: General Oct 2016 00000 0000000
CNB Bank Advisor: General Jul 2016 00000 0000000
You’re viewing 10 of 31 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (10)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Comvest Partners Advisor: General Dec 2021 00000 0000000
000 00000000 00000 Advisor: General Aug 2021 00000 0000000
000000 00000000 00 Advisor: Financial Due Diligence Aug 2020 00000 0000000
000000 00000 Advisor: General Jul 2017 00000 0000000
000 00000000 00000 Advisor: General Jan 2016 00000 0000000
000000 000000 0000 Advisor: General Jun 2015 00000 0000000
00000 00000000 Advisor: General Dec 2013 00000 0000000
000000 0000 Advisor: General Aug 2013 00000 0000000
Beneficial Bank Advisor: General Apr 2013 00000 0000000
National Penn Bancshares Advisor: General 00000 0000000
To view Griffin Financial Group’s complete services on a deal — sell side history, request access »

Griffin Financial Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Griffin Financial Group Team (74)

Name Title Deals Office Contact
Info
Matthew O'Leary JD Chief Executive Officer Reading, PA
Jeffrey Harenza JD Senior Managing Director & Co-Head, Insurance 0 Reading, PA
Jeffrey Waldron JD Senior Managing Director & Co-Head of Griffin's Insurance Group 0 Reading, PA
John Lee Senior Managing Director & Head, Commercial, Industrial and Services 00 King of Prussia, PA
Richard Quad Senior Managing Director & Head, Financial Institutions Group 0 Reading, PA
You’re viewing 5 of 74 team members. Get the full list »

Griffin Financial Group Board Members (4)

Name Representing Role Since
Samuel McCullough Griffin Financial Group Chairman Emeritus, Griffin Holdings 000 0000
You’re viewing 1 of 4 board members. Get the full list »