Grail Partners
2 Embarcadero Center, 7th Floor, San Francisco, CA, 94111, United States
Overview
Grail Partners, LLC provides investment banking and financial advisory services to corporate and institutional clients. The firm offers mergers and acquisitions consulting, exclusive sales and divestitures, leveraged and management buyouts, and financial restructuring services. Additionally, it provides deal valuations, fairness opinions, and strategic and monetary advisory services. Grail Partners caters to financial institutions, banking, and asset management sectors. Its clientele include FrontPoint Partners LLC, Munder, Sentinel, Bank of Ireland, Caterpillar Investment Management, and Citigroup. Grail Partners is based in Boston, Massachusetts with additional offices in New York, New York; San Francisco, California; and London, United Kingdom.
- Total investments
- 2
- Lead investments
- 1
- Investments · 12mo
- 0
- Active investors
- 0
Investment portfolio
- FolioMetrix
Led · Equity · Jan 2015
FolioMetrix is an investment management research company that develops tactical asset management products and distribution programs for portfolio managers, financial advisors and institutions across the United States. The firm was co-founded in 2009 by CEO Jerry Murphey and Greg Rutherford and is based in Portland, OR and Omaha, NE. In 2013 the company launched RiskX, a liquid ’40 Act mutual fund platform dedicated to tactical asset management. RiskX exceeded $200m in assets under management as of December 2, 2014. FolioMetrix’s product lineup centers on tactical risk investing and supporting distribution to institutional and advisor channels. In November 2015 the company completed a new funding round to bolster its financial position.
- United Capital
Participated · Equity · Oct 2013
United Capital is a national registered investment advisory (RIA) and private wealth counseling firm that offers an open-architecture investment platform and a proprietary wealth counseling approach called Honest Conversations®. The firm operates 47 offices and reports approximately $9 billion in assets under management plus an additional $9 billion under advisement through its pension consulting affiliate (approximately $17.8 billion in client assets). Founded in 2005 and based in Newport Beach, Calif., United Capital has grown via acquisitions, adviser recruitment and client recruitment, with revenue doubling every two years. Management plans to deploy new capital into marketing and branding, expanded lead-generation and service models, heavier digital marketing and gamification, continued adviser recruitment, and targeted acquisitions to expand capabilities and geographic footprint. The company also intends to use part of the funding to provide liquidity to existing adviser partners and to introduce a Managing Director liquidity program. United Capital positions itself to scale toward a larger national wealth-counseling brand and accelerate organic and acquisition-driven growth. United Capital Financial Partners, based in Newport Beach, California, is a national network of financial services practices. It provides centralized back office operations, customized advice and investment management services to affiliated advisory firms. The company is pursuing acquisition-led growth and is acquiring advisory firms around the U.S. To date United Capital has completed 23 acquisitions. The firm received a $15m investment from Bessemer Venture Partners and will use the capital to expand its business into 4/6 new cities over the next 18 months. The article does not report revenue or user metrics.
Team
No current team members are available.