Grail Partners is different. We don't just invest; we take a hands-on approach to helping our clients, portfolio companies, and investors grow and thrive.

Our focus is sharp: our team has spent decades in the financial services industry and we know exactly how to navigate the landscape. We put significant time and energy into our portfolio. We leverage our network and expertise to our investors' benefit, seeking minority investments where appropriate and often collaborating with other investors because we believe in alignment. Your success is our success.

Our extensive M&A experience gives us a serious edge in creative structuring, and we offer candid advice in good times and bad. This builds long term business relationships based on trust and mutual respect – so often lacking in the financial services industry. We take pride in our team, and we value the same style of collaboration and teamwork with our colleagues and portfolio companies.

We bring character and creativity alongside your returns; contact us to see how we can help facilitate your success.




Our exclusive 'club' of LP's includes current and former executives, family offices, and institutions. Through our fund and co-investment vehicles we invest across the industry: specialty finance, portfolio managers, and financial technology companies, from start-up to MBO/LBO. 


Our broad experience helps clients navigate strategic inflection points, including mergers, sales, divestitures & restructurings. 

Our Team

Our partners have over 130 collective years of experience in financial services and have completed 200+ advisory transactions and principal investments. Let us use our knowledge and skills to your advantage.