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TA Wealth Partners
Grail Partners LLC is a San Francisco-based investment advisory firm that takes a hands-on approach to helping its clients, portfolio companies, and investors grow and thrive in the financial services industry. With decades of experience, the firm leverages its network and expertise to seek minority investments and collaborate with other investors, building long-term business relationships based on trust and mutual respect. Through its exclusive 'club' of LPs, Grail Partners invests in a range of industry specialty finance, portfolio managers, and financial technology companies, from start-up to MBO LBO. Additionally, the firm offers advisory services to help clients navigate strategic inflection points, including mergers, sales, divestitures, and restructurings. With a team boasting over 130 collective years of experience in financial services, Grail Partners brings character, creativity, and a commitment to collaboration to facilitate its clients' success.Generated from the website