has been acquired by
Grail Partners advised
FrontPoint Partners
October 2006
has sold a majority stake to
Grail Partners advised
Buchanan Street Partners
October 2007
has completed a restructuring and now operates as Hall Capital Management and Offit Capital Advisors
Grail Partners advised
Offit Hall Capital Management
July 2007
has acquired
Grail Partners advised
State Street
April 2007
has acquired Mutual Service Corporation, Associated Financial Group and Waterstone Financial Group from
Grail Partners advised
LPL Financial Services
June 2007
has sold assets of Legg Mason Private Portfolio Group to Citi Global Wealth Management
Grail Partners served as special advisor to
Legg Mason
February 2008
has sold a 50% ownership interest to
Grail Partners advised
Perkins, Wolf, McDonnell and Company, LLC
December 2008
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