Grail Partners, LLC is a global merchant banking firm that specializes in providing strategic financial advisory and M&A services to corporate and institutional clients. The firm primarily focuses on the financial institutions, banking, and asset management sectors. Grail Partners typically engages in Series A, Series D, and other unspecified investment rounds, with notable investments ranging from $1.2 million to over $213 million.
Notable portfolio companies include Credit Sesame, FolioMetrix, Integrated Trade Processing, SoFi Technologies, and XShares Group. Grail Partners is distinguished by its hands-on approach, leveraging decades of industry experience to foster growth and success for its clients and portfolio companies. The firm offers unique value-add services such as deal valuations, fairness opinions, and comprehensive strategic and monetary advisory services, ensuring robust support for their investments.
Grail Partners - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies5
Current Portfolio Count4
Top Investment Stages
Series A3 (60.0%)
Series D2 (40.0%)
Stage Mix
Series A 60%Series D 40%
Concentration shown as share of disclosed investments by stage.