Grail Partners Mergers and Acquisitions Summary

Private Equity Profile

Grail Partners’ most common sectors for investment are financial services (67%) and business services (17%). The Firm’s most common investment types include recapitalization (34%) and stake purchase (34%). In total, Grail Partners has invested in 5 US states. Its largest (disclosed) acquisition occurred in 2006 when it acquired Munder Capital Management for $302M.

The Firm’s most common exit type is trade sale (40%).

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M&A Summary

  • M&A Total Activity11
    • M&A Buy Activity6
    • M&A Sell Activity5
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5

Grail Partners LLC

505 Sansome St 19th Floor,
San Francisco, California 94111
United States
(415) 423-0010
www.grailpartners.com
investor@grailpartners.com

Grail Partners is a merchant bank that provides advisory services in addition to making investments in the investment management industry. Grail looks to invest in established financial service businesses as well as incubate new asset management and financial technology/services companies. Grail Partners was formed in 2005 and is based in Boston, Massachusetts. The Firm has additional offices in New York and San Francisco.


Investment Criteria

Sectors of Interest: Financial Services, Information Technology, Internet Software and Services, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Recapitalization, Stake Purchase, Venture

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 2 20
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.0/yr) # 6 - - - - - 6
vol $302M $302M
Sell (0.0/yr) # 5 - - - - - 5
  11

Most Recent M&A

Company Date Value Type
Munder Capital Management 2014-04-17 - Secondary Buyout
Birmingham, Michigan · www.munder.com
Merlin Securities LLC 2012-04-27 - Add-on Acquisition
New York, New York
Offit Capital Advisors LLC 2012-01-01 - Sold to Management
New York, New York · www.offitcapital.com
Grail Advisors LLC 2011-04-14 - Add-on Acquisition
San Francisco, California · www.grailadvisors.com
Credit Sesame 2010-04-01 - Venture
Mountain View, California · www.creditsesame.com
Chatham Partners LLC 2008-05-01 - Unknown
Waltham, Massachusetts · www.chathampartners.net
Creighton Capital Management LLC 2007-12-10 - Stake Purchase
Sausalito, California · www.creightoncapital.com
Hillcrest Asset Management LLC 2007-09-01 - Stake Purchase
Dallas, Texas · www.hillcrestasset.com
Offit Capital Advisors LLC 2007-01-01 - Recapitalization
New York, New York · www.offitcapital.com
Munder Capital Management 2006-08-07 302M USD Divestiture
Birmingham, Michigan · www.munder.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 2 (67%) - 4 (67%) 302M (100%)
Business Services - - 1 (17%) -
Internet Software and Services 1 (33%) - 1 (17%) -
Total 3 - 6 $302M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 6 (100%) 302M (100%)
  California 2 (67%) - 2 (33%) -
  Texas 1 (33%) - 1 (17%) -
  Michigan - - 1 (17%) 302M (100%)
  New York - - 1 (17%) -
  Massachusetts - - 1 (17%) -
Total 3 - 6 $302M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization - - 2 (33%) -
Stake Purchase 2 (67%) - 2 (33%) -
Divestiture - - 1 (17%) 302M (100%)
Venture 1 (33%) - 1 (17%) -
Total 3 - 6 $302M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 2 (40%) -
Secondary Sale 1 (20%) -
Sold to Management 1 (20%) -
Unknown 1 (20%) -
Total 5 -

Deal Values

buy # Total
$100M to $1B 1 $302M
TOTAL $302M
Largest Munder Capital Management
$302M (2006-08-07)

M&A Connections

Deals
Exited to
Strategic(s)
60%
3 (60%)

Investor Summary

Size

Small

Established

2005

Specialist/Generalist

Specialist

Leadership

Donald Putnam

Founder & Manging Partner

Darlene DeRemer

Managing Partner

S. Craig Cognetti

Partner

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