Few things in life are more precious than good health. As a result, no segment of the economy affects us more directly and personally than the healthcare industry.
The dramatic and ongoing transformation of healthcare presents a vast and evolving set of opportunities and risks for investors. Technological advancements in areas such as biotechnology, pharmaceuticals, and medical devices have redefined what is possible in terms of preventing and treating conditions. Meanwhile, innovations such as telemedicine, wearable devices, and AI-powered diagnostics are transforming how care is delivered and reshaping how consumers expect to engage with healthcare providers.
At William Blair, our expertise and relationships across the healthcare ecosystem allow us to identify companies aligned with the trends that are defining the industry’s future and facilitate the flow of public and private capital to companies leading the charge.
In this edition of Client Focus, Investment Banking Directors Darren Benton and Andrew Holden describe how healthcare information technology has emerged as one of the most attractive segments for investors. Ryan Daniels, CFA, partner, group head of healthcare technology and services in Equity Research, discusses how companies are aligning their business models to meet modern-day consumer needs.
William Blair’s Private Wealth Management team articulates how integrating a health savings account into your financial plan can be a strategic way to save for future needs while capitalizing on powerful tax and investment benefits. We also highlight how philanthropy plays a vital role in funding critical research, paving the way for groundbreaking discoveries. William Blair client Karen “KiKi” Connell, a trustee of the Butler Family Foundation, shares how her family has supported biotech companies’ efforts to develop safer, more effective blood cancer therapies after a family member’s rare diagnosis.
We are committed to using our intellectual capital to help clients navigate complexity. Whether that means keeping pace with the evolving healthcare landscape or planning for the unique challenges of business ownership, our team is here to guide you through both pre- and post-liquidity events. Matt Zimmer, partner, global head of Investment Banking, and Ryan DeVore, partner, head of Private Wealth Management, provide observations, learnings, and ideas to help business owners prepare for a transaction and beyond.
Thank you for your continued partnership, trust, and confidence in our teams. If you have any questions or thoughts to share, don’t hesitate to contact me directly at CEOPerspective@WilliamBlair.com.
Sincerely,
Brent Gledhill
President and CEO