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