Investing

"THE DISCIPLINE AND DISCERNMENT TO DISCOVER DELICACIES."

Like a truffle pig plying its trade, we seek out hard-to-find opportunities that only the most discerning experts can identify. We prefer "under the radar" deals to competitive transactions as they typically involve companies that are more innovative and on the cutting edge.

Grail Partners' disciplined and discerning investment approach

  • utilizes specific selection criteria when choosing opportunities;
  • applies a rigorous and consistent methodology in making investments;
  • strives to add value to influence successful outcomes within our investments; and
  • is always mindful of relevant industry dynamics affecting our positions.

We have access to a substantial flow of deals due to our position in the industry. Years of experience, relationships and first-hand knowledge combine with the front-lines intelligence afforded by our advisory activities to keep the firm primed to review and react to opportunities. Our Partners also conduct research on industry subsectors to identify viable investment ideas.

Criteria

We invest in businesses that possess a carefully defined set of leadership qualities.

Methodology

We process our "truffles" through a four-stage evaluation process that is intensive and disciplined.

Influence

We are able to add value and influence outcomes in our investments in a host of ways.

Industry Dynamics

These are extraordinary times in financial services, as internal and external pressures reshape the industry.

Portfolio Companies

Our portfolio companies span the lifecycle from incubations to growth investments to recapitalizations.
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