MB  Grail Partners

http://www.grailpartners.com





     Office Locations:

2 Embarcadero Center, 7th Floor
San Francisco, CA 94111
Phone: 415-423-0010

 

Stages:

  • Early
  • Middle Market


 

Industries:

  • Financial Services

  •  

    Description:

    Founded in 2005, Grail Partners, LLC is a merchant banking firm providing capital, as a principal, as well as advice, to the global non-deposit financial services community. Grail assists selected asset managers worldwide with mergers, acquisitions, divestitures, and restructurings, and deploys the firm's capital to incubate new financial services businesses, as well as to re-capitalize and restructure existing businesses. For incubation investments, the firm invests a maximum of $5 million, and typically seeks to invest between $2 million and $20 million. The firm co-invests for management buyouts. Grail's partners have completed over 210 strategic and capital-raising transactions involving U.S. and non-U.S. companies in the past two decades. Grail is the sponsor of The Chalice Fund, a crossover private equity/hedge fund and Chalice Direct Private Equity. The partners have over 130 collective years of experience in financial services and have completed 200+ advisory transactions and principal investments.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or Silicon Valley Database subscription.
    Darlene T. DeRemer Senior Advisory Partner
    Donald H. Putnam Managing Partner and Founder
    Jerry De St. Paer Senior Advisory Partner
    Rachel Hsu CFO
    S. Craig Cognetti Partner

     

    Portfolio companies include:


      AllClear ID


      CBL Markets


      Clarion Partners


      Credit Sesame


      Manifold Partners


      Merlin Ventures


      Welton


     

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