Griffin Serves as Exclusive Financial Advisor and Placement Agent to The PFM Group

The PFM Group is a leading asset management ($40 billion AUM) and financial advisory firm to a group of investment companies and state and local governments

The PFM Group is owned by dozens of professionals who had three primary goals:

  • Succession Planning
  • Liquidity
  • Capital for Growth

Griffin assisted them in realizing all three goals by:

  • Strategic analysis and assisting management in developing consensus among professionals
  • Managing a competitive private equity process that produced multiple bids
  • Raising the senior debt capital required to finance the transaction after the September 15, 2008 credit crunch when the private equity firms were unable to do so
Griffin Serves as Exclusive Financial Advisor and Placement Agent to The PFM Group
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