"HISTORY OF ACCOMPLISHMENT."
All told, our team has completed in excess of 210 strategic transactions and financings, establishing us as one of the leading banking teams to the asset management industry.
Mergers and Acquisitions
We possess a depth and breadth of experience within our team, as we have lived all aspects of this industry: as strategists, as operators, as consultants, and as marketers. We are not afraid to suggest change, take advantage of opportunities and be non-traditional in our thinking.
Sales and Divestitures
While we seek to maximize economic value for our clients, our primary focus is on optimizing outcomes. We emphasize pursuing the right strategic path, including remaining cognizant of organizational and governance issues.
Restructurings
We have deep experience in re-engineering and designing capital structures, as well as a legacy of innovation as regards issues relating to inter-generational transfer of ownership, succession, and capital raising.
Timeline of Select Advisory Transactions
has acquired the Pension Advisory Group from
Grail Partners was the exclusive advisor to
Pacific Life
July 2011
has completed a Management Buyout from ING with financial partner Lightyear Capital
Grail Partners was the exclusive advisor to
Clarion Partners
June 2011
has acquired assets of National Retirement Partners
Grail Partners was the exclusive advisor to
National Retirement Partners
February 2011
has entered into a strategic partnership with
Grail Partners was the exclusive advisor to
S3 Partners
November 2010
has sold a non-controlling interest in its real estate investment management subsidiary, Lowe Enterprises Investment Management to,
Grail Partners was the exclusive advisor to
Lowe Enterprises, Inc.
August 2010
has sold a 50% ownership interest to
Grail Partners advised
Perkins, Wolf, McDonnell and Company, LLC
December 2008
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 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 Mutual Service Corporation, Associated Financial Group and Waterstone Financial Group from
Grail Partners advised
LPL Financial Services
June 2007
has acquired
Grail Partners advised
State Street
April 2007
has been acquired by
Grail Partners advised
FrontPoint Partners
October 2006