Grail Partners is a stage agnostic principal investing firm focused on the financial services industry. The firm was founded and is led by Managing Partners, Don Putnam and Darlene DeRemer, who have spent their careers advising and investing in the industry. Don had previously founded Putnam Lovell a boutique investment bank focused on financial services. Grail’s team has served as advisors to many of the largest M&A transactions in the financial services space.

Grail manages the Chalice Fund, a multi-stage private equity fund focused on financial services. Grail’s investments range from venture-stage asset management and specialty finance companies to management led buyouts such as Munder Capital and Clarion Partners. Grail is a value-added investor and is actively involved with its portfolio companies on key strategic issues such as executive and investment team recruitment, product development and distribution, M&A opportunities and equity and debt financing.

Information taken from third-party sources is believed to be accurate, however no representation or warranty, expressed or otherwise, is made to, and no reliance should be placed on, the fairness, accuracy, completeness or timeliness of the information contained herein. This website is for informational purposes only and does not constitute investment advice or an offer to sell or a solicitation of an offer to buy any services or security which may be referenced herein. This website does not constitute or contain an offer or solicitation of any kind and none should be inferred.
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