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William Blair News

Keep up to date on our recent transactions, announcements, and events.

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News and Events

  • Equity Research

    OneStream, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of OneStream, Inc. (OS $28.27), a fast-growing software platform modernizing the office of the CFO.

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  • Investment Banking

    Inflexion Raises a Multi-Asset Continuation Fund for Four Assets

    William Blair acted as a financial advisor to Inflexion Buyout V Investments LP, in connection with the successful close of a £2.3 billion multi-asset continuation fund, the Inflexion Continuation Fund I.

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  • Investment Banking

    SevenRooms Has Agreed to be Acquired by DoorDash

    William Blair acted as the exclusive financial advisor to SevenRooms in connection with its pending sale to DoorDash (NASDAQ: DASH).

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  • Equity Research

    Roper Technologies, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Roper Technologies, Inc. (ROP $557.59), a leading operator and acquirer of high-quality vertical software assets across multiple industries.

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  • Investment Banking

    Armira Has Partnered With Osypka AG

    William Blair acted as the exclusive M&A advisor to Armira on its partnership with Osypka AG.

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  • Equity Research

    Zillow Group, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Zillow Group, Inc. (Z $62.47), the leader among home search portals in visitor traffic.

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  • Equity Research

    William Blair Initiates Coverage of Two Biotech Companies

    William Blair initiated research coverage of Context Therapeutics Inc. (CNTX $0.84) and Xencor, Inc. (XNCR $9.70), two biotech companies focused on the development of T-cell engagers (TCEs) for solid tumor indications.

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Awards and Recognition

  • John Cultra, Craig Savage, and Tom Wilson
    Private Wealth Management

    Barron’s 2025 Top 100 Financial Advisors and Top 250 Private Wealth Management Teams

    William Blair’s John Cultra, Craig Savage, and Tom Wilson were named to Barron’s 2025 Top 100 Financial Advisors in America list, released on May 9. In addition, three William Blair wealth management teams were ranked among the top 250 in the nation.

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  • Private Wealth Management

    Record-Breaking 30 William Blair Wealth Advisors Named Best-in-State by Forbes

    Congratulations to the firm’s largest group to make Forbes’ annual state listing, released on April 8.

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  • Equity Research

    Top Wall Street Analysts

    TipRanks acknowledged five William Blair equity research analysts among the top 10%, reflecting their ability to outperform their peers with expertise and stock selection.

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  • Corporate

    William Blair Receives 2025 Top Workplaces USA Award

    William Blair earned the 2025 Top Workplaces USA during an awards ceremony held on March 19.

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  • William Blair logo etched on a glass wall
    Private Wealth Management

    15 William Blair Wealth Advisors Recognized by Barron’s

    Barron’s named 15 William Blair wealth advisors as top-in-state, released on March 7.

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  • Institutional Sales and Trading

    Bloomberg Intelligence Survey of Leading Equity Traders

    After being ranked for the first time in Bloomberg Intelligence’s 2024 U.S. institutional trading study for being among the 25 most widely used brokers, William Blair improved its ranking among our competitors in the 2025 list to the top 20.

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In The Media

  • Private Wealth Management

    Josh Walshe Profiled by Citywire Pro Buyer

    Josh Walshe, William Blair’s manager of PWM Research and Consulting Services, was profiled in Citywire Pro Buyer, where he discussed everything from how he puts together a list of recommended funds for the more than 130 advisors on William Blair’s PWM team to his outlook on the addition of real estate investment opportunities as recommended strategies.

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  • Investment Management

    Alaina Anderson Discusses European, Asian Stocks with Forbes

    William Blair Investment Management portfolio manager Alaina Anderson was quoted in Forbes, where she discussed her outlook for global equity investments, particularly those located across Europe and Asia, during the current market volatility.

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  • Investment Banking

    Andrew Holden Shares Perspective, Healthcare IT Team Results With Modern Healthcare

    Andrew Holden, director on William Blair’s Healthcare IT investment banking team, added his perspective to industry publication Modern Healthcare’s coverage of M&A activity for that industry so far in 2025.

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  • Investment Banking

    Franchise Times Recognizes Blackstone’s Acquisition of Tropical Smoothie Café as “Deal of the Year”

    William Blair client Blackstone received Franchise Times' prestigious 2025 Deal of the Year award in the 13th annual Dealmakers project for its acquisition of Tropical Smoothie Café.

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  • Equity Research

    CNBC Turns to Jed Dorsheimer for Perspective on Tesla

    William Blair research analyst Jed Dorsheimer was a featured guest on CNBC’s Squawk on the Street to discuss Tesla’s earnings report, the status of Elon Musk and his involvement with his electric car company, and the company’s plans for new models and other innovations.

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Contact Us

Please contact Padraic Swanton with any media-related inquiries or to request a complete media kit.

+1 312 364 5290
pswanton@williamblair.com

For inquiries related to Equity Research, please contact Chris Thonis.

+1 312 364 8565
cthonis@williamblair.com

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