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Articles tagged "Grail Partners"

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Edward Gilhuly had breakfast with Joe Duran, then his company reported it was writing a big check.

Ex-KKR capitalists reach the RIA gate by taking a $30-million stake in United Capital

After vowing never to take private equity again, Joe Duran describes a business model shift sparked by his 'Honest Conversations' method

October 22, 2013 at 6:35 PM
Darlene DeRemer: The bank wasn’t looking to sell per se, but they were open to looking at ideas.

United Capital scoops up a $1.6 billion wealth manager from M&T

Quick, efficient deal, aided by top investment banker, may be the blueprint for growth-by-chunks for California aggregator

January 13, 2011 at 2:20 PM
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