Expertise by Industry

As industry specialists, our bankers have extensive knowledge of your sector and the competitive landscape. We have deep expertise in the following industries: business services, commercial services, consumer and retail, financial services, government, healthcare, industrials, not-for-profit, and technology.

Business Services

We deliver M&A advisory services, public and private capital raising, equity and debt underwriting and placement, and special situations and restructuring advisory services for the business services industry.

Industry sectors served include:
  • Accounts receivable management
  • Business process outsourcing
  • Consulting and professional services
  • Distribution
  • Education and knowledge services
  • Government consulting services
  • Human resource services
  • Information services
  • Legal services
  • Marketing and advertising
  • Parking services
  • Staffing and executive search
  • Transportation and logistics

 

Scott Patterson
Co-Head of Business Services Investment Banking
+1.312.364.8821
spatterson@williamblair.com

Britt Trukenbrod 

Britt Trukenbrod
Co-Head of Business Services Investment Banking
+1.312.364.8840
btrukenbrod@williamblair.com

Commercial Services

We deliver M&A advisory services, public and private capital raising, equity and debt underwriting and placement, and special situations and restructuring advisory services for the commercial services industry.
Industry sectors served include:

Facilities services
  • Mechanical, electrical, plumbing
  • Security and fire protection
  • Building automation
  • Janitorial, landscaping, pest control
  • Food service
Environmental services
  • Remediation and restoration
  • Waste disposal
  • Treatment and handling solutions
  • Compliance assurance
  • Monitoring solutions
Energy services
  • Drilling services
  • Engineering and construction
  • Infrastructure installation
  • Production and well maintenance
  • Seismic
  • Transportation, logistics and distribution
Infrastructure services
  • Energy (power and utility)
  • Energy efficiency
  • Water and waste water
  • Wireless and telecom
  • Engineering and construction
  • Outsourced management services
Industrial services
  • In-plant services
  • Cleaning and sanitation
  • Operations and maintenance solutions
  • Turnaround services
  • Labor management solutions
Route-based services
  • Uniform rental
  • Recycling services
  • Waste collection and processing
  • Materials handling
  • Document storage
Test and inspection services
  • Quality assurance services and solutions
  • Regulatory compliance
  • Preventive maintenance solutions
  • Materials analysis and testing
Rental services
  • Power generation
  • Heavy equipment
  • Light equipment/tools
  • Facilities/Modular buildings
Residential services
  • Property services
  • Product repair/warranty
  • Self-perform or franchised
  • Technical and specialty services

Andrew Jessen 

Andrew Jessen
Head of Commercial Services Investment Banking
+1 312 364 5390
AJessen@williamblair.com

Consumer and Retail

We deliver M&A advisory services, public and private capital raising, equity and debt underwriting and placement, and special situations and restructuring advisory services to the consumer and retail industry. Industry sectors served include:

  • Apparel
  • Branded consumer products
  • Cruise lines and resorts
  • Discount stores
  • Drugstores
  • E-commerce
  • Fitness clubs
  • Food and beverage
  • Food retailing
  • Gaming and lodging
  • Hard goods
  • Home furnishings
  • Power sports
  • Private label
  • Restaurants
  • Sporting goods
  • Toys and games

 

Jim Bertram
Head of Consumer & Retail Investment Banking
+1 312 364 5426
JBertram@williamblair.com

 

 


Tim Carroll
Managing Director
+1 312 364 8532
TCarroll@williamblair.com

Financial Services

We deliver M&A advisory services, public and private capital raising, equity and debt underwriting and placement, and special situations and restructuring advisory services to the financial services industry. Industry sectors served include:

  • Asset management
  • Brokerage
  • Commercial finance
  • Consumer finance
  • Financial technology
  • Specialty insurance and insurance services

 

Rob Metzger
Head of Financial Services Investment Banking
+1 312 364 8517
RMetzger@williamblair.com

Healthcare

Our managing directors, who have an average of 15 years of tenure working together at William Blair as well as significant experience in the healthcare field before joining the firm, deliver M&A advisory services, public and private capital raising, equity and debt underwriting and placement, and special situations and restructuring advisory services to the healthcare industry. Industry sectors served include:

  • Aesthetics and dermatology
  • Animal health
  • Biotechnology
  • Contract research organizations
  • Dental products and services
  • Diagnostic products and services
  • Healthcare distribution
  • Healthcare IT
  • Healthcare services
  • Imaging technology and services
  • Medical devices
  • Payer IT services
  • Pharmaceuticals and outsourcing
  • Revenue cycle management

 

Brent Felitto
Head of Healthcare Investment Banking
+1 312 364 8013
BFelitto@williamblair.com

Industrials

We deliver M&A advisory services, public and private capital raising, equity and debt underwriting and placement, and special situations and restructuring advisory services to companies in the industrials space. Industry sectors served include:

  • Agriculture, construction and mining equipment
  • Automotive and transportation products
  • Chemicals
  • Electrical equipment
  • Energy equipment/manufacturing
  • Engineered machinery and capital goods
  • Filtration, pump and valve
  • Industrial technology
  • Infrastructure and building products
  • Metals and metal processing
  • Plastics, packaging and paper
  • Precision components and electronics
  • Thermal management systems

Sam Tinaglia 

Sam Tinaglia
Head of Industrial Investment Banking
+1 312 364 8086
STinaglia@williamblair.com

Philipp Mohr 

Philipp Mohr
Global Head of Industrials
+49 69 509527 610
PMohr@williamblair.com

Technology

We deliver M&A advisory services, public and private capital raising, equity and debt underwriting and placement, and special situations and restructuring advisory services to the technology industry. Industry sectors served include:

  • Application software
  • Data center and communications infrastructure
  • Financial technology
  • Internet and Digital media
  • IT security, fraud and compliance
  • IT services
  • Mobile
  • Semiconductors
  • Software as a service (SaaS) and cloud-based services

 

Rob Metzger
Head of Technology Investment Banking
+1 312 364 8517
RMetzger@williamblair.com

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