COLETTE R. TAYLOR

Partner

(212) 596-3462

Colette is a co-founder of PL Advisors, having led the spin-off of Grail Partner’s advisory business. At Grail, Colette was a partner focusing on mergers and acquisitions for asset management and financial technology. Prior to joining Grail, she was a Managing Director of the merchant banking group of Putnam Lovell NBF, where she was responsible for originating and managing private equity investments in asset and wealth management, specialty finance, and financial technology companies. Previously,¬†Colette was a Director at Putnam Lovell NBF and a Principal at Freeman & Co. focusing on mergers and acquisitions and strategic advice to financial services firms.

Colette earned a BS in Finance and International Business from the Stern School of Business at NYU.

Select Transactions:

  • Sale of Asset Management Finance to Credit Suisse
  • BNP Paribas’ acquisition of Fundquest
  • Edelman Financial Services’ sale to Sanders Morris Harris
  • BNP Paribas’ acquisition of Zurich Capital Markets
  • Societe Generale’s purchase of Constellation Financial Management