Tenacity

"THERE ARE NO A'S FOR EFFORT, ONLY FOR ACCOMPLISHMENT."

We seek to earn and will only accept A's when we advise and invest. Like the truffle pig, our iconic mentor, we have an uncommon ability to discover, discern and exploit opportunity on both fronts—and we tenaciously apply that ability every day. The tenacity we show in earning A's is what makes us singular...a truffle amongst toadstools.

Our tenacity reflects, first and foremost, our sharp focus. We live and breathe the investment management industry, and have done so for decades. All of our partners have worked in the industry as investment practitioners or advisers. As such, we have a superior understanding of the business and the "winds of change" that are reshaping it.

We leverage that superior understanding in our ongoing search for opportunity. We constantly strive to out-think, out-research and out-know our competitors...to bring a diversity of quantitative and qualitative skills to bear in our analysis...and to be global in our thinking, our network of contacts and our ability to execute.

Company History

Since our founding in early 2005, we have emphasized the importance of both investing and advising. We believe that being at the confluence of these two streams of activity gives us an advantage that benefits our investors and our clients.

Press Mentions

12.8.2008 Pensions & Investments: Investors avoid pummeled stocks of money managers

Deals

7.7.2008 Grail Partners Advisory Transaction: Janus Capital Group Inc. to Acquire an Additional 50% Stake in Perkins, Wolf, McDonnell and Company, LLC

Portfolio Company News

8.19.2008 Financial Crossing is selected as a 'Top 50 Provider' by Mortgage Technology
* The advisory transactions represent a select list of Putnam Lovell NBF's and Grail Partners LLC's' transactions. Donald H. Putnam, Managing Partner of Grail Partners, was co-founder and CEO of Putnam Lovell NBF from 1987 through 2005.
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