William Blair News
Keep up to date on our recent transactions, announcements, and events.
News and Events
Investment Banking
Charlesbank Capital Partners Has Acquired EverDriven Technologies
William Blair acted as the exclusive financial advisor to Charlesbank Capital Partners, in connection with its acquisition of EverDriven Technologies, a portfolio company of Palladium Equity Partners.
Read moreEquity Research
Zevra Therapeutics, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Zevra Therapeutics, Inc. (ZVRA $6.10), a rare-disease therapeutics company.
Read moreInvestment Banking
Aspen Publishing Has Been Acquired by UWorld
William Blair acted as the exclusive financial advisor to Aspen Publishing, a portfolio company of Transom Capital Group, in connection with its sale to UWorld.
Read moreInvestment Banking
Zonda Has Acquired Builders Digital Experience
William Blair acted as exclusive financial advisor to Zonda, a portfolio company of MidOcean Partners, in connection with its acquisition of Builders Digital Experience.
Read moreEquity Research
Rekor Systems, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Rekor Systems, Inc. (REKR $2.38), a company providing AI-based analytics software across public safety and licensing, transportation management, and urban mobility.
Read moreCommunity Engagement
Wonnum Family Shaping Futures Through Football
William Blair's clients Dennis, D.J., and Dylan Wonnum share their journey of starting a nonprofit to empower young athletes on—and off—the field.
Read moreCommunity Engagement
Celebrating Black History Month: A Conversation in Leadership and Vision for the Urban Community
On Thursday, February 22, ONE Alliance hosted a speaker series event in recognition of Black History Month with distinguished guest Jimmy Akintonde, president and CEO of UJAMAA Construction.
Read moreAwards and Recognition
Investment Management
Stephanie Braming Named an Influential Woman in U.S. Finance
Stephanie Braming, CFA, Partner, Global Head of William Blair Investment Management, was named one of the 100 Most Influential Women in U.S. Finance by Barron’s for a third consecutive year.
Read morePrivate Wealth Management
Barron’s Honors 15 William Blair Wealth Advisors Top in State
Barron’s magazine ranked 15 William Blair wealth advisors as top in state in its 2024 list released on March 8. Honorees were from Georgia, Illinois, and Maryland.
Read moreInvestment Management
Stephanie Braming Named a Trailblazing Woman
The National Association of Securities Professionals has named Stephanie Braming, CFA, partner, global head of William Blair Investment Management, a 2024 Trailblazing Woman.
Read morePrivate Wealth Management
Forbes Ranks 13 William Blair Women Advisors Best in State
Forbes magazine ranked 13 William Blair colleagues in its 2024 best-in-state women wealth advisors list released February 8.
Read morePrivate Wealth Management
William Blair Wealth Advisors Make Financial Planning Top 40 Under 40 Lists
William Blair’s Matt Clark, David Dreifuss, and Andrew Feichter were recognized as the industry’s top young wealth advisors by Financial Planning magazine, making its top 40 under 40 regional list released on February 6.
Read morePrivate Wealth Management
Forbes Ranks 20 William Blair Wealth Management Teams Best in State
Forbes magazine ranked 20 William Blair wealth management teams best-in-state in its list released January 9.
Read moreIn The Media
Investment Management
Marcelo Assalin Sits Down With Welling on Wall Street
William Blair Investment Management portfolio manager Marcelo Assalin joined Welling on Wall Street’s Kate Welling to discuss the outlook for emerging market debt investments in 2024.
Read moreInvestment Management
Alexandra Symeonidi Shared Metals Outlook With Guest Article in IPE DACH
William Blair Investment Management corporate credit analyst Alexandra Symeonidi published a guest column in IPE DACH, titled “Metals of the future - demand dynamics in the driver’s seat,” in which she discussed how investment opportunities and considerations for the copper, lithium, and nickel markets are rapidly changing.
Read morePrivate Wealth Management
Forbes Ranks 13 William Blair Women Advisors Best in State
Forbes magazine ranked 13 William Blair colleagues in its 2024 best-in-state women wealth advisors list released February 8.
Read moreEquity Research
Trevor Romeo Highlights How Healthcare Workers Drive Jobs Numbers in Yahoo! Finance
William Blair research analyst Trevor Romeo was quoted in Yahoo! Finance discussing how the increased demand for healthcare workers throughout the COVID-19 pandemic has continued and is still contributing positively to U.S. job growth numbers today.
Read moreEquity Research
Sharon Zackfia Comments on Chipotle’s Plan for Average Store Sales Growth in Restaurant Dive
William Blair research analyst Sharon Zackfia was quoted in Restaurant Dive’s coverage of Chipotle’s plan to increase average store sales volume from $3 million per store in 2023 to more than $4 million per store in the future.
Read moreContact Us
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+1 312 364 8611
tzimmer@williamblair.com
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