Grail Partners LLC Information

Grail Partners is a merchant banking firm focused on the financial services industry. The firm was founded and is led by Managing Partners Don Putnam and Darlene DeRemer, who have spent their careers advising and investing in the industry. Don previously founded and led Putnam Lovell, a boutique investment bank focused on financial services. Grail’s team has advised on many of the largest M&A transactions in the financial services space. Grail manages the Chalice Fund, a multi-stage private equity fund focused on financial services. Grail’s investments range from venture-stage asset management and specialty finance companies to management led buyouts. Grail is a value-added investor and is actively involved with its portfolio companies on key strategic issues such as executive and investment team recruitment, product development and distribution, M&A opportunities, and equity and debt financing. For more details on Grail Partners, including a full list of investments, please visit our website at www.grailpartners.com.