Greif & Co
Greif & Co. identifies itself as a Los Angeles-headquartered investment bank serving entrepreneurial and closely held companies. Its stated services include sell-side and buy-side M&A, equity and debt financings, recapitalizations and restructurings, and valuations and fairness opinions.
What stands out about Greif & Co
Greif & Co.'s public materials describe an advisory model centered on entrepreneurial, closely held and family-owned companies, with services spanning sell-side execution, buy-side acquisitions, capital raising, restructurings, valuations and fairness opinions. Its official services page does not publish a universal fee schedule or specified termination and tail-fee terms.[1][2][3]
What does Greif & Co do?
Greif & Co. identifies itself as an investment bank headquartered in Los Angeles, with Lloyd Greif as President & CEO. Its stated client profile emphasizes entrepreneurial and closely held companies, including family businesses.[1]
Publicly stated services include sell-side M&A, buy-side M&A, equity financings, debt financings, recapitalizations and restructurings, and valuations and fairness opinions.
For sell-side assignments, Greif & Co. describes work that can include valuation assessment, go-to-market strategy, preparation of marketing materials, buyer identification and outreach, due-diligence oversight, negotiation, and execution through closing. Its buy-side services include acquisition searches, target evaluation, seller discussions, due diligence, acquisition financing, structuring, negotiation, and closing.[2]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Greif & Co?
Greif & Co.’s stated focus on entrepreneurial, closely held and family-owned companies, together with its sell-side process description, gives owners a basis to discuss whether the firm’s service model matches their circumstances. An owner can ask how the firm would approach valuation, market positioning, buyer identification, outreach, diligence, negotiation, and execution for the proposed assignment.
The official services page does not publish a universal fee schedule, success-fee percentage, minimum fee, termination fee, or tail-period schedule. The transaction archive also does not provide complete values, consideration terms, buyer identities, or dates for its displayed case studies. Owners should request engagement economics, conflicts procedures, buyer-contact strategy, process timing, team responsibilities, and recent comparable references directly.[1][2][3]
What are Greif & Co.'s current minimum transaction-size, revenue, EBITDA, or valuation parameters
Which sectors and buyer types are most active for a company like ours
What fee structure, minimum fee, reimbursement policy, termination provisions, and tail period would apply
What size transactions and clients does Greif & Co focus on?
The official transactions page organizes representative work across Aerospace & Defense, Consumer Products, Financial & Business Services, Food & Beverage, Healthcare & Medical Tech, Industrial Manufacturing & Distribution, Media & Entertainment, Real Estate, Hospitality & Gaming, Retail & e-Commerce, and Technology.[3]
The official transaction archive identifies C.R. Laurence Co., Dacor Holdings, Bristol Farms, Patrón, Senn Delaney, and Lighting Control & Design as named case studies.
An SEC-filed issuer announcement states that Greif & Co. acted as financial advisor to Gaiam, Inc. in structuring, negotiating, and financing Gaiam’s 2012 acquisition of Vivendi Entertainment. Another SEC-filed announcement states that Greif & Co. represented PMC Global in Graco’s $45 million cash acquisition of Gusmer Corporation.
Greif & Co.’s official news page also includes a May 5, 2025 item titled “Skechers Acquired By 3G Capital.” The cited item establishes the presence of that news entry but does not, by itself, establish Greif & Co.’s advisory role in the transaction.[3][4][5][6]
Greif & Co. publicly describes both sell-side and buy-side M&A capabilities, along with equity and debt financings, recapitalizations and restructurings, valuations, and fairness opinions. Its sell-side description covers positioning, buyer outreach, diligence oversight, negotiation, and execution through closing.[2]
What does Greif & Co publicly disclose about fees, process and engagement terms?
The official transactions page lists named case studies and business-sector categories but does not disclose complete transaction values, consideration terms, buyer identities, or transaction dates for the displayed archive entries.
The official services page describes service lines but does not publish a universal fee schedule, success-fee percentage, minimum fee, termination fee, or tail-period schedule.[2][3]
FINRA’s firm report identifies Greif & Co. as a California corporation, CRD #30345, SEC #8-44862, with regulation by the FINRA Los Angeles Office. A 2026 SEC Form X-17A-5 Part III identifies the firm as a broker-dealer and lists its principal place of business as 633 West 5th Street, 65th Floor, Los Angeles, California 90071.
The firm’s official website separately lists 777 S. Figueroa Street, 38th Floor, Los Angeles, California 90017 as its address.[1][7][8]
Greif & Co. states that its sell-side process is designed for entrepreneurial and closely held companies. The described process includes valuation assessment, market positioning, buyer outreach, due-diligence oversight, negotiation, and execution through closing.[2]
Questions to ask before hiring Greif & Co
What are Greif & Co.'s current minimum transaction-size, revenue, EBITDA, or valuation parameters?
Which sectors and buyer types are most active for a company like ours?
What fee structure, minimum fee, reimbursement policy, termination provisions, and tail period would apply?
Which team members would lead the assignment, and how much direct senior involvement should be expected?
Can Greif & Co. provide recent comparable sell-side references, including transaction dates, buyer type, valuation range, and whether management or family owners retained a continuing stake?
How are conflicts handled when the firm has prior relationships with prospective buyers or financing sources?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Industry / market focus
- Transaction / portfolio evidence
- SEC filing / regulatory record
- SEC filing / regulatory record
- FINRA regulatory record
- SEC filing / regulatory record
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.