Skip to Content
Jump to the top of the page

Private Wealth Management

Business Owners Forum: Success Beyond Financials Post M&A

Ryan DeVore, partner, head of Private Wealth Management, and Matt Zimmer, partner, global head of Investment Banking, provide observations, learnings, and ideas for business owners as they prepare for life post-transaction.


Please complete the form below, and the video will be made available for your viewing.

Delivered to Your Inbox

Stay up-to-date with the latest William Blair news and insights

More News and Insights

  • The Great Wealth Transfer: Five Actionable Steps

    With the Great Wealth Transfer on the horizon, there’s no greater moment than the present to take action on your financial future.

    Read more
  • Pre- and Post-Transaction Planning Checklist

    Proactive pre- and post-transaction wealth planning can affect your strategy as you consider the sale of your business.

    Read more
  • Maximize Your Wealth Strategy With an HSA

    A health savings account is a powerful tool that extends beyond managing healthcare costs. Understanding its structure is key to unlocking its full value.

    Read more

Are you sure you want to leave?

Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

For disclosure information, please visit www.williamblair.com/disclosures