William Blair News
Keep up to date on our recent transactions, announcements, and events.
News and Events
Equity Research
Inari Medical, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Inari Medical, Inc. (NARI $54.73), a medical device company that develops interventional products for patients suffering from venous diseases.
Read moreInvestment Banking
Clio Valued at $3B in $900M Series F Investment Led by NEA
William Blair acted as the exclusive financial advisor to Clio in connection with its $900 million Series F investment round led by New Enterprise Associates, at a $3.0 billion valuation.
Read moreEquity Research
Trupanion, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Trupanion, Inc. (TRUP $35.31), a leader in the global pet insurance market.
Read moreInvestment Banking
William Blair Raises Over $2.5B in Non-Control Financings in Q2 2024
Private capital markets have remained extremely active in recent years as company leaders and financial sponsors seek to utilize flexible, non-control capital solutions to generate partial liquidity, accelerate organic and inorganic growth, and optimize their balance sheets.
Read moreInvestment Banking
KKR Has Acquired a Majority Stake in Agiloft
William Blair served as exclusive financial advisor to KKR in connection with its acquisition of a majority stake in Agiloft, a portfolio company of FTV Capital (FTV).
Read moreInvestment Banking
Varicent Has Agreed to Receive a Strategic Investment Led by Warburg Pincus
William Blair acted as financial advisor to Varicent, a portfolio company of Great Hill Partners and Spectrum Equity, in connection with its pending strategic investment led by Warburg Pincus, LLC, alongside existing investor Great Hill Partners, with participation from Spectrum Equity and company management.
Read moreInvestment Banking
Sensio Has Agreed to be Acquired by Nordic Capital
William Blair acted as the exclusive financial advisor to Sensio, a portfolio company of Longship, in connection with its pending sale to Nordic Capital.
Read moreAwards and Recognition
Private Wealth Management
Five William Blair Advisors Make Barron’s 2024 Top Women Financial Advisors List
Congratulations to Lindsey Holton, Louise Lane, Laura Linger, Sarah Mercurio, and Jackie Moss, named in Barron’s list released on July 19.
Read more
Corporate
Our 2024 William Blair Cares Awards Recipients
We’re thrilled to announce our new employee-led and –inspired volunteer recognition program and the 2024 winners.
Read more
Corporate
William Blair Receives 2024 New York City Top Workplace Award
William Blair earned a 2024 New York City Top Workplace award on June 13.
Read more
Investment Banking
Three William Blair Clients Named in Middle-Market Deals of the Year by Mergers & Acquisitions
Congratulations to William Blair clients Authentic Restaurant Brands, Banyan Acquisition Corp., and CorEvitas LLC for being recognized on Mergers & Acquisitions’ list of 2024 Middle-Market Deals of the Year.
Read more
Private Wealth Management
Three William Blair Advisors Ranked Top 100 in America by Barron’s; Four Teams Make Top 250 Teams List
William Blair is proud to announce John Cultra , Craig Savage , and Tom Wilson were named to Barron’s 2024 Top 100 Financial Advisors in America list, released on May 10.
Read more
Private Wealth Management
Record-Breaking 26 William Blair Wealth Advisors Named to Forbes Best-in-State and Top Wealth Advisors Lists
Congratulations to William Blair’s wealth advisors recognized by Forbes, the firm’s largest group, to make the magazine’s annual listings released on April 3.
Read moreIn The Media
Investment Banking
Three William Blair Clients Named in Middle-Market Deals of the Year by Mergers & Acquisitions
Congratulations to William Blair clients Authentic Restaurant Brands, Banyan Acquisition Corp., and CorEvitas LLC for being recognized on Mergers & Acquisitions’ list of 2024 Middle-Market Deals of the Year.
Read morePrivate Wealth Management
Expansion of Private Wealth Management’s Footprint in Philadelphia Draws Headlines
William Blair’s announcement of the expansion of the firm’s Private Wealth Management presence in Philadelphia with the addition of Fernberger Wealth Management was widely covered by industry and regional press.
Read moreInvestment Banking
Greg South Quoted in Middle Market Growth’s Tech M&A Report
Greg South, managing director on William Blair’s technology investment banking team, was quoted in Middle Market Growth, a publication of the Association of Corporate Growth, for its story titled “Tech Dealmakers Tread Lightly as M&A Stabilizes.”
Read moreInvestment Banking
Brian Oleniczak, Maggie Wilmouth Quoted by Women’s Wear Daily
William Blair’s Brian Oleniczak and Maggie Wilmouth, both directors on the firm’s consumer & retail investment banking team, were quoted by Women’s Wear Daily, where they shared their insights into what’s driving private equity’s interest in the companies—manufacturers, packagers, and more—behind the top names in cosmetics.
Read morePrivate Wealth Management
Three William Blair Advisors Ranked Top 100 in America by Barron’s; Four Teams Make Top 250 Teams List
William Blair is proud to announce John Cultra , Craig Savage , and Tom Wilson were named to Barron’s 2024 Top 100 Financial Advisors in America list, released on May 10.
Read moreContact Us
Please contact Tony Zimmer with any media-related inquiries or to request a complete media kit.
+1 312 364 8611
tzimmer@williamblair.com
Delivered to Your Inbox
Stay up-to-date with the latest William Blair news and insights