M&A advisorSell-side
Grail Partners
San Francisco, CA
Profile last reviewed
October 2026
Public information can change. Corrections are reviewed before publication.
Overview
Overview of Grail Partners
Grail Partners advises clients on strategic inflection points, including mergers, sales, divestitures, and restructurings. The firm's team focuses on financial services and draws on experience in investing, operating, risk management, and dealmaking. Its partners report more than 130 collective years in financial services and over 200 advisory transactions and principal investments.
Named principal
Donald Putnam
Managing Partner
Profile details
Details for Grail Partners
- Representation
- Sell-side
- Firm type
- M&A advisor
- Based in
- San Francisco, CA
- Engagement coverage
- San Francisco, CA
- Industry focus
- Generalist / multiple sectors
Office locations
Headquarters and public offices
Headquarters
San Francisco, CA
Profile sources
This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.
- Open source
Firm website
grailpartners.com · checked October 2026