Criteria Methodology Influence Industry Dynamics Portfolio Companies
Industry Dynamics

"THE WINDS OF CHANGE BLOW HARD AND FAST IN FINANCIAL SERVICES."

Capital continually seeks better, faster and more differentiated ways of accomplishing goals. Our aim is to partner with companies that will get in front of or altogether divert capital flows to our collective advantage. Whether through superior technology, investment strategy, distribution model or otherwise, Grail Partners seeks opportunities that align with our view of the direction of the winds of industry change. Currently, some of the key drivers shaping our field include those shown below.

THE WINDS OF CHANGE


Increased spin-outs, buyouts and divestitures

  • Industry wide reevaluation of core strategies
  • Realization of embedded capital
  • Narrowing business lines
  • Advantage goes to niche specialists over multi-product firms
  • Redefinition of acceptable risk metrics

Value creation through earnings growth

  • Diminished access to leverage
  • Sustainable growth of operating earnings is key
  • Focus on customer service, product innovation, distribution and brand building
  • Stringent risk parameters mandate new enabling technologies

Access to previously unavailable market share

  • Dominant players eliminated or severely weakened
  • Participants seeking greater diversification
  • Expertise and agility are key
  • Growth capital required

Growing regulatory pressure

  • Increased scrutiny and regulatory complexity
  • Amplified transparency of fees, expenses and conflicts
  • Reassessment of management, products, distribution and risk
  • Opportunities in outsourcing and financial technology
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