Investment Summary |
|
|---|---|
| Date | 2007-09-01 |
| Target | Hillcrest Asset Management |
| Sector | Financial Services |
| Investor(s) | Grail Partners |
| Deal Type | Stake Purchase |
SEARCH BY
| Category | Merchant Bank |
|---|---|
| Founded | 2005 |
| Size | Small |
| Type | Sector Focused |
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 San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 6 |
| Sector: Financial Services M&A | 3 of 4 |
| Type: Stake Purchase M&A Deals | 1 of 2 |
| State: Texas M&A | 1 of 1 |
| Country: United States M&A | 4 of 6 |
| Year: 2007 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-01-01 |
Offit Capital Advisors
New York, New York, United States Offit Capital Advisors LLC is an SEC-registered investment advisory firm headquartered in New York, NY that builds multi-asset class portfolios for ultra high-net-worth individuals, families, charities and endowments. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-12-10 |
Creighton Capital Management
Sausalito, California, United States Creighton Capital Management is a provider of financial services to individuals, typically high net worth individuals. Creighton Capital Management was founded in 2004 and is based in Sausalito, California. |
Buy | - |
