Insights
Our library of white papers, market updates, webinars, and other resources is designed to provide you with actionable intelligence for emerging opportunities.
Our Latest Insights
Private Wealth Management
Tax Breaks Target Investing in Struggling Communities
The Opportunity Zone program was established under the sweeping Tax Cuts and Jobs Act. The initiative created defined opportunity zones which offer significant potential tax breaks to individuals and companies who invest in selected urban and rural areas that meet income or poverty thresholds.
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Investment Management
Digitization in Japan
With digitization still present in Japan, small-cap companies embracing technology may present compelling, long-term investment opportunities.
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Navigating Today’s Rising Rate Environment
Today’s debt markets are evolving quickly in reaction to the current macroeconomic backdrop, hawkish fed, and inflationary environment. The leveraged finance markets remain largely receptive despite rising levels of uncertainty.
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Private Wealth Management
Year-End Wealth Planning and Philanthropy Strategies
Optimize year-end financial planning strategies, activate high-impact capital, and initiate purpose driven charitable giving.
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Investment Management
Gloom and Doom from the IMF
One of the big takeaways from October International Monetary Fund (IMF) meetings was that avoiding a global recession within the first half of 2023 will be challenging.
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Investment Banking
Understanding the Nuances of Full/Partial Company Sales
Executives considering selling their business have a lot to think about, from the possible purchase price to how employees and the broader community might be affected.
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Investment Banking
Leverage Finance Activity Slows in Q3 Amidst Rising Interest Rates and Sustained Macroeconomic Volatility
Institutional loan volume came to a screeching halt in the third quarter, reaching its lowest quarterly total in over 10 years, as broadly syndicated debt and M&A markets were stymied by rising interest rates and macroeconomic challenges.
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William Blair Thinking
Exploring the Expansive Opportunities with Embedded FinTech
William Blair’s Jamie Hamilton, Managing Director, Financial Technology Investment Banking, explains how and why embedded Fintech is penetrating the vertical software market at an astonishing rate. Listen as Jamie explains how businesses are now more trusting of getting financial services, ranging from payment acceptance to payment disbursement to loans, directly inside of the software companies that service them.
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Investment Banking
Key Themes for Public Company Board Agendas to Close Out 2022
William Blair’s Corporate Advisory team examines how shifts in the equity markets, macroeconomic environment, and M&A landscape are affecting public company board agendas for the remainder of the year.
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William Blair Thinking
Automation, Scale, and Acquisition Leading the Digital Transformation
The tech sector is experiencing the convergence of technology and industry-specific applications at a massive scale, a trend seen continuing across every industry.
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Investment Management
Thriving Entrepreneurialism in Japan
Japan has a thriving entrepreneurial start-up culture that is taking on some of the most structural, longer-term problems facing its society.
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Investment Management
Differentiating Between Small- and Large-Cap in Japan
Even though Japan is modernizing, there's still significant differentiation between large-cap and small-cap equities.
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Investment Management
Japan: Innovation, Growth, and Private Capital Markets
The trajectory of risk-taking in Japanese private capital markets bodes well for innovation and growth.
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Private Wealth Management
Client Focus Highlights Investment Themes in Energy and Ag to Drive Sustainable Growth
The Q3 edition of Client Focus spotlights several investment themes William Blair is following in the energy and agricultural sectors—trends our analysts expect to drive sustainable growth in the years ahead.
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