Grail Partners

We invest more than capital. At Grail Partners, we work with a selective 'club' of LPs, managing several investment vehicles on behalf of institutions, family offices, and high net worth individuals, including many current and former financial services executives. Our multi-stage principal investing fund and multiple co-investment funds invest across the financial services industry. Anyone can invest money – not everyone has as much value to add as we do. What makes us different is the non-capital investment we make: we believe in using our wisdom and extensive network to help our portfolio companies succeed at the very highest level. Our extensive experience in M&A gives us (and therefore our portfolio companies) a competitive edge in creative structuring, and our exceptional industry connections provide direct and immediate access to dealflow, allowing us to get the jump on opportunities or act with caution where necessary. Our style isn't for everyone: we keep a tight focus, and we favor positive disruption over comfortable stasis. Finance, like so many industries, is all about striking the right balance between creativity and salesmanship, and we feel we’ve found the sweet spot – while we typically take minority positions, we also strive to add value and influence outcomes through the boardroom and strategic, straightforward advice.