Grail Partners Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

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.

Find Grail Partners employees' phone numbers or email addresses

Grail Partners Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Grail Partners's Leadership

  • Stylized image of a person
    G. C.
    Vice President Of Sales Marketing Financial Ad
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  • Stylized image of a person
    C. C.
    Partner
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  • Stylized image of a person
    L. G.
    Director Chief Financial Officer
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  • Stylized image of a person
    D. D.
    Managing Partner
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  • Stylized image of a person
    S. P. J.
    Business Development Manager
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Contact profiles from Grail Partners

Name
Title
Contact Info
Location
Last Update
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    C. C.
    Partner
    Phone icon
    United StatesNew York
    Jun 25, 2025
  • Stylized image of a person
    L. G.
    Director Chief Financial Officer
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    D. D.
    Managing Partner
    Phone icon
    United StatesMassachusetts
    Nov 12, 2025
  • Stylized image of a person
    G. C.
    Vice President Of Sales Marketing Financial Ad
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    S. P. J.
    Business Development Manager
    Phone icon
    UNITED STATES
    Jul 19, 2024

Frequently Asked Questions

What is Grail Partners known for?

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Grail Partners was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 423 Washington Street, 2nd Floor; you can contact the main corporate office by phone at . Explore Grail Partners's company overview page for more information.

What is Grail Partners's most common email format?

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Grail Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Grail Partners email formats with LeadIQ.

How many employees does Grail Partners have currently?

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Grail Partners has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Grail Partners's key employees and leadership?

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As of December 2025, Grail Partners's key employees include:

  • Vice President Of Sales Marketing Financial Ad: G. C.
  • Partner: C. C.
  • Director Chief Financial Officer: L. G.
  • Managing Partner: D. D.
  • Business Development Manager: S. P. J.

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