William Blair News
Bentley Systems, Incorporated: Initiation of Research Coverage
William Blair initiated research coverage of Bentley Systems, Incorporated (BSY $51.19), a leading provider of design, build, operate, and maintain software for the infrastructure industry.
Read moreSolid Biosciences Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Solid Biosciences Inc. (SLDB $13.57), a development-stage biopharmaceutical company focused on gene therapies for rare neuromuscular and cardiac diseases.
Read moreAtmos Has Been Acquired by Insight Equity
William Blair acted as exclusive financial advisor to Atmos Technologies in connection with its sale to Insight Equity.
Read moreTexthelp Has Agreed to Merge with N2Y
William Blair acted as the exclusive financial advisor to Texthelp, a Five Arrows portfolio company, in connection with the company’s pending merger with N2Y.
Read moreNeurogene Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Neurogene Inc. (NGNE $45.06), a genetic medicine company focused on the development of AAV-based therapies for the treatment of rare neurological diseases.
Read moreCharlesbank 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 moreZevra Therapeutics, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Zevra Therapeutics, Inc. (ZVRA $6.10), a rare-disease therapeutics company.
Read moreAspen 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 moreZonda 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 moreRekor 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 moreWonnum 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 moreCelebrating 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 moreAlto Neuroscience, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Alto Neuroscience, Inc. (ANRO $13.72), a company focused on developing novel therapies for high-unmet-need indications in psychiatry supported by AI-enabled precision approaches to identify response biomarkers.
Read moreKeros Therapeutics, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Keros Therapeutics, Inc. (KROS $59.49), a company focused on the development of novel therapies targeting the TGF-β superfamily of cytokines, which play essential roles in the proliferation and differentiation of numerous cell types.
Read moreWilliam Blair’s Private Capital Advisory Group Expands to Europe
William Blair announced today that the firm’s Private Capital Advisory team is expanding into Europe with the addition of two senior hires focused on fund placement and advisory.
Read moreWilliam Blair’s Private Capital Advisory Group Adds Senior Banker in Boston
William Blair announced today the continued growth of the firm’s Private Capital Advisory team with the addition of Daniel Budde as a senior director based in Boston focused on fund placement and secondary advisory.
Read moreCardinal Logistics Has Been Acquired by Ryder
William Blair acted as the exclusive financial advisor to Cardinal Logistics, a portfolio company of H.I.G. Capital in connection with its sale to Ryder System, Inc.
Read moreAdvanced Micro Instruments Has Been Acquired by Enpro Inc.
William Blair acted as the exclusive financial advisor to Advanced Micro Instruments, a portfolio company of McNally Capital, in connection with its sale to Enpro Inc. (NYSE: NPO).
Read moreAAR Corp.: Initiation of Research Coverage
William Blair initiated research coverage of AAR Corp. (AIR $57.14), a provider of supply chain and maintenance, repair, and overhaul (MRO) services for commercial aviation and government customers.
Read moreUpshop Has Received a Strategic Investment from Level Equity
William Blair acted as the exclusive financial advisor to Upshop, a portfolio company of Prairie Capital, in connection with its strategic investment from Level Equity for an undisclosed amount.
Read moreEQT Has Agreed to Acquire Mabtech
William Blair acted as the exclusive financial advisor to EQT in connection with its pending acquisition of Mabtech.
Read moreWilliam Blair Names New Partners for 2024
William Blair, a premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today it named 15 new partners worldwide.
Read moreManpowerGroup Inc.: Initiation of Research Coverage
William Blair initiated research coverage of ManpowerGroup Inc. (MAN $77.68), a leading global provider of staffing services and other talent solutions.
Read moreSignature Systems Has Agreed to be Acquired by Myers Industries
William Blair acted as the exclusive financial advisor to Signature Systems (Signature), a portfolio company of Center Rock Capital Partners, in connection with its pending sale to Myers Industries (NYSE: MYE).
Read moreFortrea Holdings Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Fortrea Holdings Inc. (FTRE $33.00), a global clinical research organization (CRO) providing comprehensive Phase I through Phase IV biopharmaceutical product and medical device services, patient access solutions, and other enabling services.
Read moreEnovis Corporation: Initiation of Research Coverage
William Blair initiated research coverage of Enovis Corporation (ENOV $56.02), a medical device company focused on products spanning the orthopedic care spectrum.
Read moreUiPath, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of UiPath, Inc. (PATH $25.52), a leading provider of workflow automation and process optimization software.
Read moreJ.Jill, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of J.Jill, Inc. (JILL $26.12), an omnichannel retailer of women’s apparel, accessories, and footwear.
Read moreFelix Storch Has Received a Minority Investment From 65 Equity Partners
William Blair acted as the exclusive financial advisor to Felix Storch, Inc., in connection with JZ Partners’ exit from its portfolio company, with a new minority investment from 65 Equity Partners.
Read moreWilliam Blair Initiates Coverage of Four Companies in the Lithium-Ion Battery Industry
William Blair initiated research coverage of Enovix Corporation, Amprius Technologies, Inc., SES AI Corporation, and QuantumScape Corporation.
Read moreWilliam Blair Celebrates Global Month of Giving
William Blair colleagues around the world celebrated Global Month of Giving in November. The annual campaign is focused on investing in the communities where we live and work, and we are proud to support so many wonderful philanthropic organizations.
Read moreHypergene Has Agreed to be Acquired By Thoma Bravo
William Blair acted as the exclusive financial advisor to Hypergene, a portfolio company of Monterro, on its pending sale to Thoma Bravo for an undisclosed amount.
Read moreCVC Growth Funds Has Agreed to Acquire a Significant Minority Stake in TOPdesk
William Blair acted as the exclusive financial advisor to CVC Capital Partners in connection with its pending partnership with TOPdesk, a service management software provider.
Read moreWilliam Blair Initiates Coverage of Three Companies in the Commercial Aviation Industry
William Blair initiated research coverage of three companies, which provide aftermarket parts distribution and maintenance, repair, and overhaul services to aviation customers. These include The Boeing Company (BA $237.33), HEICO Corporation (HEI $177.73), and TransDigm Group Incorporated (TDG $972.96).
Read moreVistaGen Therapeutics, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of VistaGen Therapeutics, Inc. (VTGN $3.65), a clinical-stage biopharmaceutical company focused on developing next-generation treatment options for social anxiety disorder (SAD) and other neuropsychiatric disorders.
Read moreFormer U.S. Army Captain Demonstrated ‘Leading with Resilience Through Difficult Times’
Former U.S. Army Captain Wes Becton shared his thoughts on resiliency learned during his military career and what it means during hard times at William Blair’s annual Veterans Day celebration.
Read moreCabaletta Bio, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Cabaletta Bio, Inc. (CABA $13.69), a clinical-stage company focused on the development and commercialization of first-in-class immune cell therapies for the treatment of severe autoimmune disorders.
Read moreHqO Raises Series D Funding Led by Koch Real Estate Investments
William Blair acted as financial advisor to HqO, Inc., in connection with its over $50 million Series D funding round, led by Koch Real Estate Investments, a subsidiary of Koch Industries, along with participation from existing investors, including Accomplice, Insight Partners, and Related.
Read moreEconomics Weekly: What Is Driving the Rise in the Unemployment Rate?
In this Economics Weekly, we look at the stock of unemployment and which flows are driving that increase.
Read moreWilliam Blair Advises Wilvo Group
William Blair acted as the exclusive financial advisor to Wilvo Group, a portfolio company of Borromin Capital in connection with its pending sale to Rivean Capital.
Read moreSvanehøj Group Has Agreed to be Acquired by ITT Inc.
William Blair acted as the exclusive financial advisor to Svanehøj Group A/S, a portfolio company of Solix Group AB, in connection with its pending sale to ITT Inc. (NYSE:ITT) for a total enterprise value of approximately $400 million.
Read morePDQ Has Received a Significant Growth Investment From Berkshire Partners
William Blair acted as the exclusive financial advisor to PDQ, a portfolio company of TA Associates, in connection with a significant growth investment from Berkshire Partners.
Read moreWilliam Blair Advises Tastes on the Fly and H.I.G. Capital
William Blair acted as the exclusive financial advisor to Tastes on the Fly, a portfolio company of H.I.G. Capital, in connection with its sale to Lagardère Travel Retail.
Read moreBirkenstock Holding plc: Initiation of Research Coverage
William Blair initiated research coverage of Birkenstock Holding plc (BIRK $40.20), a global brand anchored by a broad array of footwear featuring the company’s proprietary contoured footbed.
Read moreEyenovia, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Eyenovia, Inc. (EYEN $1.15), a commercial-stage ophthalmic technology company focused on developing and marketing new therapies in eye care.
Read moreBlackstone & Vista Equity Partners Have Agreed To Acquire Energy Exemplar
William Blair acted as the exclusive financial advisor to private equity funds affiliated with Blackstone and Vista Equity Partners in connection with their pending acquisition of Energy Exemplar.
Read moreWilliam Blair Continues Private Capital Advisory Momentum With Senior Hire
William Blair announced today the continued expansion of the firm’s Private Capital Advisory team, with the addition of Sprague Von Stroh as managing director.
Read moreCelsius Holdings, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Celsius Holdings, Inc. (CELH $162.02), a high-growth company that develops, processes, markets, sells, and distributes functional energy drinks and liquid supplements in the United States and abroad.
Read moreKlaviyo, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Klaviyo, Inc. (KVYO $32.89), a full stack marketing automation platform with robust data management and segmentation capabilities that largely serves SMB and midmarket retail businesses today.
Read moreWilliam Blair Advises Powerfleet on its All-Stock Merger with MiX Telematics
William Blair & Company acted as the exclusive financial advisor to Powerfleet (Nasdaq: PWFL) in connection with its pending all-stock merger with MiX Telematics (NYSE: MIXT; JSE: MIX).
Read moreEconomics Weekly: Post-Pandemic Supply and Demand Dynamics for Autos
In this Economics Weekly, we take a top-down snapshot of what’s happening in the autos sector and what it might be telling us about the state of the economy.
Read moreWilliam Blair Celebrates Hispanic Heritage Month
In celebration of Hispanic Heritage Month, William Blair’s ONE Alliance hosted a Q&A session with Antonio “Tony” Ortiz, President of Cristo Rey Jesuit High School.
Read moreNeumora Therapeutics, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Neumora Therapeutics, Inc. (NMRA $12.14), a company focused on developing novel therapies for high-unmet-need indications in psychiatry and neurodegenerative diseases.
Read morePhenomeX Has Been Acquired by Bruker
William Blair acted as the exclusive financial advisor to PhenomeX Inc. (Nasdaq: CELL) in connection with its sale to Bruker Corporation (Nasdaq: BRKR).
Read moreRayzeBio, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of RayzeBio, Inc. (RYZB $19.23), a clinical-stage radiopharmaceuticals company with actinium-225-based lead program RYZ101 in a Phase III trial in neuroendocrine tumors (NETs) and Phase Ib study in small-cell lung cancer (SCLC).
Read moreiNRCORE has agreed to be recapitalized by Warburg Pincus and The Jordan Company
William Blair acted as financial advisor to iNRCORE, a portfolio company of The Jordan Company (TJC), in connection with its recapitalization of the business in partnership with Warburg Pincus.
Read moreParagon 28, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Paragon 28, Inc. (FNA $12.15), an orthopedic company exclusively focused on foot and ankle products, with over 75 systems launched since 2011 and enabling technologies in the pipeline.
Read moreLantheus Holdings, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Lantheus Holdings, Inc. (LNTH $65.90), a commercial-stage radiopharmaceuticals biotechnology company that markets Pylarify for imaging prostate cancer.
Read moreAvid Bioservices, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Avid Bioservices, Inc. (CDMO $10.01), a contract development and manufacturing organization (CDMO) focused on biologics drug substance manufacturing.
Read moreSharkNinja, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of SharkNinja, Inc. (SN $42.45), a dual-brand portfolio specializing in the design and innovation of household products and small appliances sold globally.
Read moreWilliam Blair Continues Private Capital Advisory Expansion, Augments Leadership in Its Fund Placement and Advisory Practice
William Blair today announced the hiring of industry veterans Jerome Wallace and Brian Williams to lead the firm’s Fund Placement and Advisory practice.
Read moreEconomics Weekly: Fed’s Soft-Landing But Higher-for-Longer
Following the publication of the Fed's latest Summary of Economic Projections, in this Economics Weekly we break down our projections and assess what they are telling us about the Fed’s views both the cyclical and structural outlooks.
Read moreChristina Bresani Discusses “Bad Deals, M&A Crumbs” With Activist Investing Today Podcast
William Blair’s head of corporate advisory, Christina Bresani, joined the “Activist Investing Today” podcast, part of the podcast series run by The Deal, where she discussed guiding C-suite executives through the M&A process, delivering honest feedback about bad deals, and how William Blair attracts, retains, and mentors women in the industry.
Read moreWilliam Blair Initiates Coverage of Three Companies in the Sustainability Services Industry
William Blair initiated research coverage of three companies that provide consulting services in the sustainability services industry. These include NV5 Global, Inc. (NVEE $95.47), ICF International, Inc. (ICFI $129.24), and Tetra Tech, Inc. (TTEK $154.72).
Read moreThe Procter & Gamble Company: Initiation of Research Coverage
William Blair initiated research coverage of The Procter & Gamble Company (PG $153.59), a global leader in the consumer packaged goods industry.
Read moreWomen in Technology Summer Internship Showcase
William Blair’s Women in Technology Program hosted the fifth annual Summer Internship Showcase on August 10.
Read moreEconomics Weekly: Tight High-Yield Spreads May Not Last Much Longer
In this Economics Weekly we look at why spreads have been so low and why they are likely to widen in the coming quarters.
Read moreThe Trade Desk, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of The Trade Desk, Inc. (TTD $79.93), a company providing programmatic marketing automation technologies, services, and products.
Read moreEconomics Weekly: Recession? It’s All About the Lags
In this Economics Weekly, we discuss the recession probability, with the view that since the Fed only started to raise interest rates in March last year, the U.S. is far from being out of the woods just yet, and it is much too soon to be complacent about growth.
Read moreRoderick Hardamon: Making an Impact from Wall Street to Detroit
From working on Wall Street to supporting the Detroit Institute of Arts, William Blair client Roderick Hardamon’s “circle of systemic impact” allows him to provide access and opportunities across communities.
Read moreCelebrating Women’s Equality Day and the Power of Allyship
William Blair recently celebrated Women’s Equality Day, bringing together colleagues and community members virtually and in-person for a discussion on the importance of allyship.
Read moreAmerican Landscaping Partners Has Been Acquired by Shoreline Equity Partners
William Blair acted as the exclusive financial advisor to American Landscaping Partners, a portfolio company of Cold Bore Capital, in connection with its sale to Shoreline Equity Partners.
Read moreBio-Techne Corporation: Initiation of Research Coverage
William Blair initiated research coverage of Bio-Techne Corporation (TECH $78.79), which provides tools, instruments, and consumables for a variety of life sciences and diagnostics-focused end-markets.
Read moreAssessio Has Agreed to be Acquired by Pollen Street Capital
William Blair acted as exclusive financial advisor to Assessio, a portfolio company of Main Capital Partners, in connection with its pending sale to Pollen Street Capital.
Read moreGold Medal Pools Has Been Recapitalized by Tenex Capital Management
William Blair acted as the exclusive financial advisor to Gold Medal Pools, a second-generation family operated business co-owned by The Cynosure Group, in connection with its recapitalization by Tenex Capital Management.
Read moreEconomics Weekly: The Government Debt Problem
In speaking with clients, government debt dynamics are once again top of mind, and therefore the topic of this Economics Weekly.
Read moreWilliam Blair Initiates Coverage of Hippo Holdings Inc. and HCI Group, Inc.
William Blair initiated research coverage of Hippo Holdings Inc. (HIPO $11.28) and HCI Group, Inc. (HCI $64.18), two technology-forward homeowners insurers.
Read moreEconomics Weekly: An Inflation Update
In this Economics Weekly, and in light of yesterday’s inflation report, we reexamine the inflation narrative and what the Fed might be wary about with regard to signaling a more-acute change of policy.
Read moreConsilio Has Agreed to Acquire Lawyers On Demand
William Blair acted as the exclusive financial advisor to Consilio, a portfolio company of Stone Point Capital and Aquiline Capital Partners, in connection with its pending acquisition of Lawyers On Demand (LOD) Group, a portfolio company of Bowmark Capital LLP.
Read moreFintech Has Received a Strategic Investment From General Atlantic
William Blair acted as the exclusive financial advisor to Financial Information Technologies, a portfolio company of TA Associates, in connection with its strategic investment from General Atlantic.
Read moreOLM Food Solutions Has Been Acquired by Performance Food Group
William Blair served as the exclusive financial advisor to Orion Food Systems Holdings, LLC, a portfolio company of One Rock Capital Partners, LLC, in connection with its sale to Performance Food Group Company.
Read moreEconomics Weekly: What’s Driving Consumer Spending?
In this Economics Weekly, we reexamine what have been the main drivers of consumer spending over the last few years, and what those drivers might look like in the quarters ahead.
Read morenVent Electric plc: Initiation of Research Coverage
William Blair initiated research coverage of nVent Electric plc (NVT $52.86), a company providing solutions for electrical connection and protection.
Read moreOnce For All Has Agreed to Be Acquired by GTCR
William Blair acted as financial advisor to Once For All, a portfolio company of Warburg Pincus, in connection with its pending sale to GTCR.
Read moreKiona Has Agreed to be Acquired by CAREL
William Blair acted as the exclusive financial advisor to Kiona, a portfolio company of Summa Equity (Summa), in connection with its pending sale to CAREL.
Read moreAbbVie Inc.: Initiation of Research Coverage
William Blair initiated research coverage of AbbVie Inc. (ABBV $143.74), a biopharmaceutical company with major franchises in immunology, oncology, neurology, and aesthetics, with a meaningful presence in other areas including eye care and virology.
Read moreArcturus Therapeutics Holdings Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Arcturus Therapeutics Holdings Inc. (ARCT $35.50), a company focused on creating mRNA vaccines and therapies using its proprietary LUNAR mRNA- LNP technologies.
Read moreModerna, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Moderna, Inc. (MRNA $125.17), a commercial-stage leader in mRNA-based vaccine and therapeutic development.
Read moreEconomics Weekly: Second-Quarter Earnings Preview
In this Economics Weekly, we break down the past quarter’s earnings and preview the main factors that we will be looking for from a macro perspective.
Read moreTransMedics Group, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of TransMedics Group, Inc. (TMDX $94.04), the leading provider of organ care systems for end-stage organ failure patients across multiple disease states.
Read moreTarsus Pharmaceuticals, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Tarsus Pharmaceuticals, Inc. (TARS $17.65), a development-stage biopharmaceutical company focused on therapies that address large market opportunities in ophthalmic conditions with limited treatment options.
Read moreEconomics Weekly: Will Interest Rates Be Higher for Longer?
In this Economics Weekly, we discuss current views around the real neutral short-term interest rate, where it might be, and how it might or might not have changed since the pandemic and the war in Ukraine.
Read moreTacton Systems Has Agreed to be Acquired by Rubicon Technology Partners
William Blair acted as exclusive financial advisor to Tacton Systems, a portfolio company of GRO and Kirk Kapital, in connection with its pending sale to Rubicon Technology Partners and re-investment from GRO.
Read moreFlexpoint Ford Has Agreed to Acquire Baker Hill
William Blair acted as the exclusive financial advisor to Flexpoint Ford in connection with its pending acquisition of Baker Hill.
Read moreGlobal Traffic Technologies Has Been Acquired by Miovision
William Blair acted as the exclusive financial advisor to Vontier Corporation on the sale of its subsidiary, Global Traffic Technologies, LLC, to Miovision.
Read moreGuestline Has Been Acquired by The Access Group
William Blair acted as the exclusive financial advisor to Guestline, a portfolio company of the Riverside Company, in connection with its acquisition by The Access Group, a portfolio company of Hg Capital, TA Associates, and GIC.
Read moreWilliam Blair Names Michael Trimberger Chief Financial Officer
William Blair today announced that Michael Trimberger has been named chief financial officer (CFO). Based in Chicago, he is responsible for the firm’s global accounting, finance, and tax teams.
Read moreCAVA Group, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of CAVA Group, Inc. (CAVA $39.20), the category leader in the fast-growing Mediterranean fast-casual restaurant space, with a customizable menu featuring bowls and pitas enhanced by a proprietary line of flavorful dips and spreads.
Read moreFerguson plc: Initiation of Research Coverage
William Blair initiated research coverage of Ferguson plc (FERG $156.28), a high-quality North American distributor of plumbing, HVAC, waterworks, and maintenance, repair, and operations (MRO) products to contractors, builders, and facility maintenance professionals.
Read moreEconomics Weekly: What’s Up With the Housing Market
Given that housing is one of the most interest-rate-sensitive sectors of the economy, and with mortgage rates jumping from 3.0% to 7.2% today and affordability extremely low yet sales and starts jumping, in this Economics Weekly, we once again look at what’s happening with housing.
Read morePaycom Software, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Paycom Software, Inc. (PAYC $310.80), a cloud human capital management provider that targets businesses with 50 to 10,000 employees.
Read moreWarby Parker, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Warby Parker, Inc. (WRBY $11.19), an omnichannel retailer of prescription glasses, contact lenses, and sunglasses across the United States and Canada.
Read moreBain Capital Tech Opportunities Has Led A Growth Investment in Blackpoint
William Blair acted as the exclusive financial advisor to Bain Capital Tech Opportunities in connection with a $190 million growth investment in Blackpoint Cyber (Blackpoint), with participation from Accel. Bain Capital Tech Opportunities and Accel join existing investors including Adelphi Capital Partners, Telecom Ventures, Pelican Ventures and WP Global Partners.
Read moreHarvest Partners Ascend Has Made a Strategic Investment in Sparq
William Blair acted as the exclusive financial advisor to Harvest Partners Ascend in connection with its strategic investment in Sparq, a portfolio company of Bain Capital Double Impact.
Read moreCross Country Healthcare, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Cross Country Healthcare, Inc. (CCRN $26.44), a leading provider of healthcare staffing and talent solutions.
Read moreEconomics Weekly: Two Major Market Concerns About the Fed’s Balance Sheet
In this Economics Weekly, we look at two areas of the Fed’s balance sheet that are on investors’ minds: 1) the ongoing quantitative tightening (QT) and the extent to which the Fed will actually be able to shrink the size of its balance sheet before running into market turmoil, and 2) the rebuilding of the Treasury General Account (TGA) and what happens with the infamous reverse repo account.
Read moreU.S. Retirement and Benefits Partners Has Been Acquired by The Vistria Group
William Blair acted as the lead financial advisor to U.S. Retirement and Benefits Partners, a portfolio company of Kohlberg & Company, in connection with its sale to the Vistria Group.
Read moreClevertech Has Received a Strategic Investment From Avance Investment Management
William Blair acted as the exclusive financial advisor to Clevertech in connection with its strategic investment from Avance Investment Management.
Read moreEconomics Weekly: Macro Highlights From William Blair’s 43rd Annual Growth Stock Conference
In this Economics Weekly, we provide a smattering of quotes and commentary (with added emphasis) from what we were able to glean from each of the William Blair Growth Stock Conference presentations we attended.
Read moreWilliam Blair Hosts 43rd Annual Growth Stock Conference
William Blair today kicked off its 43rd Annual Growth Stock Conference, a three-day event featuring nearly 260 companies and hosting almost 730 clients from around the globe.
Read moreAxcelis Technologies, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Axcelis Technologies, Inc. (ACLS $162.36), a company that designs and develops ion implantation equipment for the global semiconductor manufacturing industry.
Read moreWilliam Blair Adds Two Senior Hires to Growing Private Capital Advisory Team
William Blair announced today the continued expansion of the firm’s Private Capital Advisory investment banking practice with the addition of two senior hires. Based in Charlotte and focused on fund placement in the Mid-Atlantic, Southeast, and South regions, Matthew Flynn joins as managing director and Hudson Collins joins as director in New York.
Read moreRising Black Women Entrepreneurs Pitch Businesses During William Blair Event
William Blair was honored to host a dynamic group of Black women entrepreneurs, recent graduates of YWCA Metropolitan Chicago’s Breedlove business accelerator program, for a pitch demonstration of their companies to colleagues and guests.
Read moreWilliam Blair Expands Private Wealth Teams in San Francisco, Denver
William Blair announced today the expansion of the firm’s Private Wealth Management offices in San Francisco and Denver. Laura Harrison Ward joins as managing director, wealth advisor in San Francisco, and Mark N. Warren and John D. Warren join as managing directors, wealth advisors in Denver.
Read moreThe Real Brokerage Inc.: Initiation of Research Coverage
William Blair initiated research coverage of The Real Brokerage Inc. (REAX $1.31), a cloud-based residential brokerage focused on mobile technology and transaction efficiency.
Read moreWilliam Blair Announces New “William Blair Thinking” Podcast Platform
William Blair today announced the launch of the William Blair Thinking podcast, a platform featuring conversations with individuals from the firm’s equity research and capital advisory groups, as well as industry professionals, academics, and more.
Read moreWilliam Blair and National Center for Family Philanthropy Partner for Talk on Today’s Trends in Charitable Giving
William Blair and the National Center for Family Philanthropy (NCFP) partnered to host a meaningful conversation on today’s trends in philanthropy with family foundations from the Denver community, exploring how they can make the greatest impact in a world that is rapidly changing.
Read moreQualys, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Qualys, Inc. (QLYS $126.80), a leading provider of cloud-based cybersecurity and compliance solutions that help companies identify security risks, maintain compliance with industry standards, and remediate security vulnerabilities.
Read morePROCEPT BioRobotics Corporation: Initiation of Research Coverage
William Blair initiated research coverage of PROCEPT BioRobotics Corporation (PRCT $31.85), a medical device company focused on creating urology solutions such as the minimally invasive image-guided AquaBeam Robotic System.
Read moreCelebrating Asian/Pacific American Month With Cancer Research Charity Founder
Everyday hero and mother Kathy Liu celebrated Asian American and Pacific Islander Heritage Month with William Blair colleagues by sharing her story of resilience and determination that led to founding a 100% volunteer-led pediatric cancer research charity, Joey’s Wings Foundation, in memory of her son.
Read moreVertex Pharmaceuticals Incorporated: Initiation of Research Coverage
William Blair initiated research coverage of Vertex Pharmaceuticals Incorporated (VRTX $332.63), a biopharma company focused on the development and commercialization of transformative specialty medicines for the treatment of cystic fibrosis (CF) and other rare genetic diseases.
Read moreEmpowering Youth Through Art to Carry On the Legacy of Anne Frank
For the 10th year, William Blair was honored to sponsor the annual Anne Frank art competition in Frankfurt featuring young filmmakers from across Germany.
Read moreEconomics Weekly: And Now for the Inventory Correction
In this Economics Weekly, we examine the current inventory situation—with supply chains now clearing but demand slowing, companies are getting a better sense of stock levels and of how much is too much.
Read moreLegend Biotech Corporation: Initiation of Research Coverage
William Blair initiated research coverage of Legend Biotech Corporation (LEGN $66.54), a commercial-stage company focused on the development and commercialization of cell therapies for the treatment of cancer.
Read moreEconomics Weekly: What Past Easing Cycles Tell Us About the Future
In this Economics Weekly, we examine previous easing cycles—how long rates stay at their peak levels before easing starts, how large is the first cut, and how much do rates decline in 12 months and over the entire cycle—and whether we can draw any conclusions regarding the easing cycle we might be in for when the next one finally gets underway.
Read moreGrowthZone Has Been Acquired by Lead Edge Capital
William Blair acted as exclusive financial advisor to GrowthZone, LLC, a portfolio company of Greenridge Growth Partners, in connection with its sale to Lead Edge Capital.
Read moreEconomics Weekly: The Banking System—Not Out of the Woods Just Yet
In this Economics Weekly, we highlight the four key problems in the banking system, how these issues are being addressed, what it means for the Fed, and what credit markets are telling us about their view of the situation.
Read moreAmino Health Has Received an Equity Investment and a Senior Secured Credit Facility
William Blair acted as the exclusive financial advisor to Amino Health in arranging debt and equity capital to refinance its existing indebtedness and support its continued growth.
Read moreSPX Technologies Has Agreed to Acquire ASPEQ
William Blair acted as the exclusive financial advisor to SPX Technologies (NYSE:SPXC) in connection with its pending acquisition of ASPEQ Heating Group, a portfolio company of Industrial Growth Partners.
Read moreModern Hire Has Been Acquired by HireVue
William Blair acted as the lead financial advisor to Modern Hire, a portfolio company of the Riverside Company, in connection with its acquisition by HireVue, a portfolio company of The Carlyle Group.
Read moreArdian Has Agreed to Acquire LIFTKET
William Blair acted as exclusive financial advisor to Ardian in connection with its pending acquisition of LIFTKET, a portfolio company of Afinum.
Read moreEconomics Weekly: The Employment Situation
In this Economics Weekly we parse this week’s reports and what they are telling us about strength in the labor market and the economy more broadly.
Read moreEconomics Weekly: The Dollar De-Dollarization Dilemma
In this Economics Weekly, we look at the dollar de-globalization dilemma, with the view that while the dollar's status will not last forever, there are still few viable alternatives at the moment and it is unlikely we will be lamenting its demise anytime soon. We also examine some more realistic explanations for the decline of its share of global reserves.
Read moreFusion Has Agreed to Receive a Strategic Growth Investment From Great Hill Partners
William Blair served as the exclusive financial advisor to Fusion Risk Management, a portfolio company of Vista Equity Partners, in connection with its pending strategic growth investment by Great Hill Partners.
Read moreBellRing Brands, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of BellRing Brands, Inc. (BRBR $35.84), a leading provider of branded nutrition products, ready-to-drink protein shakes, and protein powders.
Read moreNayax Ltd.: Initiation of Research Coverage
William Blair initiated research coverage of Nayax Ltd. (NYAX $16.56), a leading provider of solutions to the unattended retail vertical (e.g., vending, amusement, kiosks).
Read moreALKU Has Agreed to Receive a Majority Investment from New Mountain Capital
William Blair acted as the exclusive financial advisor to ALKU, a portfolio company of FFL Partners, in connection with its pending majority investment from New Mountain Capital.
Read moreWilliam Blair’s Investment in Equities Business Gains Momentum
Equities Team Expands Regional Sales Strength in U.S.; Adds Paul Ordinario, Chris Stella as Managing Directors
Read moreHansa Biopharma AB: Initiation of Research Coverage
William Blair initiated research coverage of Hansa Biopharma AB (HNSA SEK 47.06), a biotechnology company focused on the development of the immunoglobin G (IgG)-cleaving enzyme imlifidase for serious diseases driven by IgG antibodies.
Read moreDefinitive Healthcare Corp.: Initiation of Research Coverage
William Blair initiated research coverage of Definitive Healthcare Corp. (DH $10.99), a leading provider of healthcare commercial intelligence data and analytics solutions.
Read moreAutodesk, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Autodesk, Inc. (ADSK $196.31), a leading enterprise software provider of design, planning, and execution tools for the manufacturing; architecture, engineering, and construction (AEC); and media and entertainment end-markets.
Read moreEconomics Weekly: A Perspective on Corporate Earnings
Earnings season kicks off today with the start of the release of earnings reports from the major banks.
Read moreCostco Wholesale Corporation: Initiation of Research Coverage
William Blair initiated research coverage of Costco Wholesale Corporation (COST $498.65), a big-box retailer offering its membership base exclusive access to discounted prices across groceries, fresh food, general merchandise, services, and gasoline.
Read moreEpps Aviation has Been Acquired by Aero Centers
William Blair acted as the exclusive financial advisor to Epps Aviation in connection with its sale to Aero Centers, a portfolio company of SAR-Trilogy and RedBird Capital.
Read moreNursery Supplies Has Been Acquired by Mill Point Capital
William Blair acted as the exclusive financial advisor to Nursery Supplies, a portfolio company of Lincolnshire Management, in connection with its sale to Mill Point Capital.
Read moreSpotless Brands has Received a Growth Equity Investment from Wafra
William Blair & Company acted as the exclusive financial advisor to Spotless Brands in connection with its $600 million capital raise, consisting of non-convertible redeemable preferred units, common equity, and first-lien credit.
Read more“The Power of Place”: A Fireside Chat with Historic District Development Corporation
William Blair recently sponsored “The Power of Place” fireside chat and networking luncheon with Historic District Development Corporation, a William Blair Private Wealth Management client, in Atlanta, Georgia.
Read moreSartorius Stedim Biotech Has Agreed to Acquire Polyplus
William Blair acted as the exclusive financial advisor to Sartorius Group (XTRA:SRT) on its pending acquisition of Polyplus, for €2.4 billion, via its subsidiary Sartorius Stedim Biotech.
Read moreCymaBay Therapeutics, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of CymaBay Therapeutics, Inc. (CBAY $8.66), a clinical-stage biotechnology company that is developing therapeutics for liver and other chronic diseases.
Read moreFive Arrows Has Agreed to Acquire a Majority Stake in n2y
William Blair acted as financial advisor to Five Arrows in connection with its pending acquisition of n2y, a portfolio company of Providence Equity Partners.
Read moreCENTAURI Technologies Has Been Acquired by Aurorium
William Blair acted as the exclusive financial advisor to CENTAURI Technologies, LP in connection with its sale to Aurorium, a portfolio company of Pritzker Private Capital.
Read moreWilliam Blair Continues Private Capital Advisory Growth With Three Senior Hires
Jeff Hypes joins as managing director in Chicago, and Nick Ohler and Andrew Viehe join as directors in New York.
Read morePaycor HCM, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Paycor HCM, Inc. (PYCR $26.52), a cloud human capital management (HCM) provider that targets businesses with 10 to 1,000 employees.
Read moreGeneral Dynamics Corporation: Initiation of Research Coverage
William Blair initiated research coverage of General Dynamics Corporation (GD $225.50).
Read moreTactical Medical Solutions Has Been Acquired by CNL Strategic Capital
William Blair acted as exclusive financial advisor to Tactical Medical Solutions (TacMed), a portfolio company of Guardian Capital Partners (GCP), in connection with its sale to CNL Strategic Capital (CNL).
Read moreWilliam Blair Hosts STEM Learning Event for Girls in Celebration of Women’s History Month
Thirty girls learned about 3D printing during an event led by nonprofit MakerGirl and sponsored by William Blair’s Women’s Alliance and Women in Technology groups.
Read moreMDxHealth SA: Initiation of Research Coverage
William Blair initiated research coverage of MDxHealth SA (MDXH $2.86), a commercial-stage diagnostics company providing actionable molecular diagnostic information to personalize diagnosis and treatment of prostrate cancer and other urologic diseases.
Read moreEconomics Weekly: Commercial Real Estate Another Bump in the Road?
In this Economics Weekly, we thought it worth having a look at the current situation in commercial real estate.
Read moreIntuitive Surgical, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Intuitive Surgical, Inc. (ISRG $246.68), which offers an ecosystem of minimally invasive surgical products and services that are founded on its da Vinci robotic system.
Read moreTileBar Has Been Acquired by AEA Investors
William Blair acted as the exclusive financial advisor to TileBar, a founder-led business co-owned by the founder and LongueVue Capital, in connection with its sale to AEA Investors LP.
Read moreEconomics Weekly: The Fed's Powerful New Tool—The BTFP
We share some thoughts on the Fed's new Bank Term Funding Program (BTFP), in this Economics Weekly.
Read moreWilliam Blair Teams Up With Notre Dame to Inspire Women to Pursue Finance Careers
William Blair was thrilled to support and participate in the 2023 University of Notre Dame Institute for Global Investing Summit held on the school’s South Bend, Indiana, campus, featuring top women executives in the financial services industry.
Read moreEconomics Weekly: Silicon Valley Bank a Stress Test for the Financial System
This special edition of the Economics Weekly looks at how the recent Fed tightening cycle has been having a tangible impact on many parts of the economy, despite seemingly still strong labor market and inflation data.
Read moreGraham Partners Has Acquired Taoglas
William Blair acted as the exclusive advisor to Graham Partners and arranged debt financing to support its acquisition of Taoglas.
Read moreEconomics Weekly: Higher Rates and Risks of Ketchup Bottle Moment
In this Economics Weekly, we discuss how the Fed is now in a more precarious situation.
Read moreMesoblast Limited: Initiation of Research Coverage
William Blair initiated research coverage of Mesoblast Limited (MESO $3.03). Mesoblast is an Australia-based biotechnology company focused on the development of allogeneic mesenchymal lineage cells for the treatment of severe and life-threatening inflammatory diseases.
Read morePegasystems Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Pegasystems Inc. (PEGA $47.27), a leading provider of intelligent automation and customer engagement software solutions for enterprise customers.
Read moreNAPCO Security Technologies, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of NAPCO Security Technologies, Inc. (NSSC $32.46), a provider of commercial and residential intrusion, fire, access control, and door locking hardware and services.
Read moreInflexion Private Equity Has Agreed to Acquire Nomentia
William Blair acted as the exclusive financial advisor to Inflexion Private Equity in connection with its pending acquisition of a majority stake in Nomentia, from PSG Equity and Verdane.
Read moreEconomics Weekly: The Unfolding Capex Revival
As cyclical economic growth moderates on the back of the Fed’s determination to snuff out inflation, in this Economics Weekly, we revisit some of the longer-term structural themes, how those might be changing, and what these changes might tell us about the drivers of economic growth in the coming decade or more.
Read moreWilliam Blair Hosts Talk on Diversity Featuring Black LGBTQ+ Professionals
We were honored to host Diverse Perspectives, a talk led by Black LGBTQ+ professionals on their insights working in the financial services industry, partnering with Out in Finance and in recognition of Black History Month.
Read moreEconomics Weekly: (Inflation) Things That (Could) Go Bump in the Night
In this Economics Weekly, and following the latest CPI inflation data for January, we discuss why the very near-term inflation picture is likely to remain “bumpy.”
Read moreVeidrift Has Been Acquired by Ramudden
William Blair acted as the exclusive financial advisor to Roadworks, a portfolio company of Norvestor, in connection with the sale of its subsidiary, Veidrift, to Ramudden, which is part of the Work Zone Safety Group of companies, ultimately controlled by Triton.
Read moreFoundant Technologies Has Received a Strategic Growth Investment From L Squared Capital Partners
William Blair acted as the exclusive financial advisor to Foundant Technologies in connection with its strategic growth investment from L Squared Capital Partners.
Read moreWilliam Blair Adds Kiara Mitchinson to Continue European Investment Banking Growth
Based in London, Mitchinson joins as a director in the firm’s financial sponsors group, where she will provide comprehensive advisory services to clients from a diverse industry universe.
Read moreWillScot Mobile Mini Holdings Corp.: Initiation of Research Coverage
William Blair initiated research coverage of WillScot Mobile Mini Holdings Corp. (WSC $48.20), a leading commercial logistics provider of modular and storage solutions.
Read moreEconomics Weekly: Re-weighting the CPI Basket
In this Economics Weekly, we highlight some of the changes to the CPI’s basket weightings as being potentially significant, but also more prosaic than some commentators are likely to be frothing about.
Read moreCutera, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Cutera, Inc. (CUTR $34.21), a leading global aesthetic device company with a comprehensive product portfolio and a global distribution footprint.
Read moreWilliam Blair Launches Private Shares Trading
Private shares trading expands the firm’s Institutional Sales & Trading offerings, delivering buyers and sellers of private capital the highest level of transactional focus, informational access, and private market insights.
Read moreInterDigital, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of InterDigital, Inc. (IDCC $68.21), a research-and-development company that designs and develops wireless, visual, and other related technologies that enable connectivity and enhance immersive experiences across various communications and entertainment products.
Read moreEconomics Weekly: The U.S. Housing Market in 2023
In this Economics Weekly, we take another snapshot of the current housing market.
Read moreWilliam Blair Advises FDH Aero on Acquisition of Electro Enterprises
William Blair acted as the exclusive financial advisor to FDH Aero, a portfolio company of Audax Private Equity, in connection with its acquisition of Electro Enterprises, Inc. and follow-on acquisition strategy.
Read moreScott Hansen Joins William Blair as Associate Director of Research
William Blair today announced the expansion of the equity research team with the addition of Scott Hansen as associate director of research.
Read moreAdobe Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Adobe Inc. (ADBE $344.54), a leading enterprise software business that caters its solutions toward creative professionals, communicators, and marketers.
Read moreMed Learning Group Has Been Acquired By DW Healthcare Partners
William Blair acted as exclusive financial advisor to Med Learning Group, LLC in connection with its sale to DW Healthcare Partners.
Read moreEconomics Weekly: Inflation and the Fed
In this Economics Weekly, we highlight several takeaways from this past week’s U.S. consumer price index report for December and what it means for the market and the Fed.
Read moreWilliam Blair Names New Partners for 2023
Congratulations to our newest William Blair partners around the globe!
Read moreJack Henry & Associates, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Jack Henry & Associates, Inc. (JKHY $178.20), an established financial technology company that provides core account processing, complementary solutions, and payments solutions to banks and credit unions in the United States.
Read moreOtera Has Been Acquired by Vinci Energies
William Blair acted as exclusive financial advisor to Roadworks, a portfolio company of Norvestor, in connection with the sale of Roadworks’ Electrical Services segment (Otera) to Vinci Energies, a subsidiary of Vinci SA (ENXTPA:DG).
Read moreMarlin Equity Partners Has Acquired a Majority Stake in Cloud Technology Solutions Group
William Blair acted as the exclusive financial advisor to Marlin Equity Partners (Marlin) in connection with its acquisition of a majority stake in Cloud Technology Solutions Group.
Read moreEconomics Weekly: The Fed’s Message to the Markets
In this Economics Weekly, we highlight the recent messaging from the Fed and Chair Powell in this regard, and how they are trying to pull rate expectations higher and dissuade the market from prematurely pricing in a pivot and thereby easing financial conditions.
Read moreMadison Logic Has Been Acquired by BC Partners
William Blair acted as the exclusive financial advisor to Madison Logic, a portfolio company of Clarion Capital, in connection with its acquisition by BC Partners.
Read moreARS Pharmaceuticals, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of ARS Pharmaceuticals, Inc. (SPRY $8.50), a clinical-stage biopharmaceutical company focused on developing treatments that are safe, effective, needle-free, easy to carry, and simple to administer for people affected by severe allergic reactions.
Read moreThomas H. Lee Partners Has Agreed to Acquire Bynder
William Blair acted as the exclusive financial advisor to Thomas H. Lee Partners in connection with its pending acquisition of Bynder, a portfolio company of Insight Partners.
Read moreWilliam Blair Continues Investment Banking Growth With Consumer and Retail Managing Director
Based in Chicago, Kallop will focus on clients across the consumer and retail sector, including consumer services, food and beverage, and enthusiast brands.
Read moreInitiation of Research Coverage: NewAmsterdam Pharma Company N.V.
William Blair initiated research coverage of NewAmsterdam Pharma Company N.V. (NAMS $12.00). NewAmsterdam Pharma is developing the CETP inhibitor obicetrapib to reduce the risk of cardiovascular events.
Read moreEconomics Weekly: Waiting for the Recession
In this Economics Weekly, we highlight several important features that seem to be different about this potential recession, as well as looking back at the 1990-1991 recession—which was not associated with a financial crisis or a pandemic—for comparative purposes.
Read moreMilestone Technologies Has Been Recapitalized by The Halifax Group and Two Sigma Impact
William Blair acted as financial advisor to Milestone Technologies, a portfolio company of H.I.G. Capital, in connection with its recapitalization led by The Halifax Group.
Read moreWilliam Blair Continues European Expansion With Opening of Madrid Office and Addition of Investment Banking in Zurich Office
William Blair’s investment banking momentum in Europe continues.
Read moreEconomics Weekly: A Look at the Long End of the Yield Curve
In this Economics Weekly, we take a look at the long end of the Treasury bond market, what happens with yields around recessions, and where yields might end up over the medium term.
Read moreInitiation of Research Coverage: argenx SE
William Blair initiated research coverage of argenx SE ($393.26), a global immunology company focused on antibody-based therapies to treat rare autoimmune diseases.
Read moreDurex International Corporation Has Agreed to be Acquired by Spirax-Sarco Engineering
William Blair acted as the exclusive financial advisor to Durex International Corporation in connection with its pending sale to Spirax-Sarco Engineering plc.
Read moreWar Hero Inspires Colleagues With Stories of Leadership at Veterans Day Event
Retired U.S. Air Force Col. Mark Vlahos shared his vast leadership experiences acquired during his 29-year career in the military at William Blair’s annual Veterans Day celebration.
Read moreMetalmark Has Made a Growth Equity Investment in Morgenesis
William Blair acted as the exclusive financial advisor to Metalmark Capital Partners in connection with its growth investment in Morgenesis LLC, the point-of-care subsidiary of Orgenesis Inc. (NASDAQ: ORGS).
Read moreCoal City Cob Has Been Acquired by Heniff Transportation Systems
William Blair acted as the exclusive financial advisor to Coal City Cob Company, Inc., a portfolio company of Cotton Creek Capital, in connection with its sale to Heniff Transportation Systems, LLC, a portfolio company of Olympus Partners.
Read moreWilliam Blair Initiates Coverage of Genmab A/S and Janux Therapeutics, Inc.
William Blair initiated research coverage of Genmab A/S (GMAB $43.50) and Janux Therapeutics, Inc. (JANX $16.95).
Read moreEconomics Weekly: Corporate Profits Bottom-Up and Top-Down
In this Economics Weekly, we discuss the latest corporate earnings picture from the bottom up and the top down.
Read moreInitiation of Research Coverage: CrowdStrike Holdings, Inc. and SentinelOne, Inc.
William Blair initiated research coverage of CrowdStrike Holdings, Inc. (CRWD $124.68) and SentinelOne, Inc. (S $16.64), both leading providers of cybersecurity solutions.
Read moreNew Diversity Accelerator Program Creates Entry-Level Asset Management Jobs
To purposefully increase diversity, remove barriers, and establish a new pipeline of talent in the asset management industry, Allstate Investments, LGIM America, and William Blair Investment Management created the Asset Management Diversity Accelerator (AMDA), a two-year rotational development program for diverse and under-represented job seekers.
Read moreWilliam Blair Advises Cable Connectivity Group
William Blair acted as the exclusive financial advisor to Cable Connectivity Group, a portfolio company of Torqx Capital Partners in connection with its pending sale to Infinite Electronics, a portfolio company of Warburg Pincus.
Read moreCourageous Conversations: Small Acts Build Thriving Workplaces
It is the small acts of courage employees demonstrate every day that can help build inclusive workplaces and thriving businesses, entrepreneur and CEO of Bonfire Suzanne Muchin told colleagues during William Blair’s most recent Courageous Conversations event.
Read moreSymmetry Surgical Has Been Acquired by Aspen Surgical
William Blair acted as lead financial advisor to Symmetry Surgical, a portfolio company of RoundTable Healthcare Partners, in connection with its sale to Aspen Surgical Products, a portfolio company of Audax Group.
Read moreEconomics Weekly: An Update on Inflation
In this Economics Weekly, we once again review the current inflation narrative, with the view that prices are rolling over and should continue to moderate over the coming year, which should give the Fed room to pause.
Read moreHermetic Solutions Group Has Been Acquired by Qnnect
William Blair acted as financial advisor to Hermetic Solutions Group, a portfolio company of Windjammer Capital Investors, in connection with its sale to Qnnect, a portfolio company of Arcline Investment Management.
Read moreGarnica Has Agreed to be Acquired by Carlyle
William Blair acted as exclusive financial advisor to Garnica, a portfolio company of ICG, in connection with its pending sale to Carlyle.
Read moreDessert Holdings Has Acquired Dianne’s Fine Desserts
William Blair acted as the exclusive financial advisor to Dessert Holdings, a portfolio company of Bain Capital, in connection with its acquisition of Dianne’s Fine Desserts.
Read moreWilliam Blair Advises Navitar
William Blair & Company acted as the exclusive financial advisor to Navitar, Inc. in connection with its sale to AMETEK, Inc.
Read moreWilliam Blair Expands Investment Banking Team With Managing Director in Supply Chain and Commercial Services
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today that it has expanded its investment banking team with the addition of David Hatch.
Read moreEconomics Weekly: Midterm Election Special
In this Economics Weekly, we look at the lay of the land, the expected outcome, and what’s at stake.
Read moreWilliam Blair Expands Award-Winning Institutional Sales, Trading, and Research Team With Addition of Six Senior Hires
William Blair announced today the addition of six senior hires in the firm’s equity sales, trading, and research group. The new hires follow a period of sustained growth for William Blair’s equities team and mark the launch of the firm’s first energy and sustainability research vertical.
Read moreWilliam Blair Initiates Coverage of Six Companies in the Silicon Carbide Industry
William Blair initiated research coverage of a group of six companies that directly contribute to the silicon carbide semiconductor industry supply chain.
Read moreEntrada Therapeutics, Inc.: Initiation of Research Coveragae
William Blair initiated research coverage of Entrada Therapeutics, Inc. (TRDA $14.51), a preclinical-stage company focused on the development of next-generation intracellular therapeutics using cell-targeting and endosomal escape technology.
Read moreCEVEC Has Been Acquired by Danaher
William Blair acted as the exclusive financial advisor to CEVEC Pharmaceuticals in connection with its sale to Danaher Corporation (NYSE: DHR) and its portfolio company Cytiva.
Read moreWilliam Blair Continues Investment Banking Growth in Europe with New Tech Managing Director
William Blair announced today that it has continued its investment banking team growth in Europe with the addition of Dominic Emery.
Read moreRock Solid Has Been Acquired by Granicus
William Blair acted as the exclusive financial advisor to Rock Solid Technologies, Inc., a portfolio company of Strattam Capital Management, LLC., in connection with its sale to Granicus, Inc., a portfolio company of Vista Equity Partners and Harvest Partners.
Read moreHealthworks Has Been Acquired by OneDigital
William Blair acted as the exclusive financial advisor to Healthworks Agency LLC in connection with its sale to OneDigital.
Read moreEconomics Weekly: Where Have All the Workers Gone?
In this Economics Weekly, we discuss the number of factors that have led to the current labor shortage.
Read moreWilliam Blair Partners With 100 Women in Finance
William Blair partnered with 100 Women in Finance to host an insightful discussion on current themes in sustainable investing featuring female professionals in the financial services sector.
Read moreFlores & Associates Has Received an Investment from The Vistria Group
William Blair acted as the exclusive financial advisor to Flores & Associates, LLC, a portfolio company of Century Equity Partners, in connection with its recapitalization by The Vistria Group.
Read moreEconomics Weekly: The Right Balance Between Fiscal and Monetary Policy?
In this Economics Weekly, we discuss the bigger picture of the shift in policy drivers, and how those changes are creating friction in the financial markets, making the job of fighting inflation that much more difficult.
Read moreAkouos, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Akouos, Inc. (AKUS $5.10), a genetic medicine company focused on the development of AAV-based therapies that restore, preserve, or improve hearing in individuals with sensorineural hearing loss.
Read moreWilliam Blair Colleagues Remember 9/11 by Serving Chicago Families
William Blair was honored to support the 9/11 National Day of Service, a nationwide initiative to inspire unity and acts of kindness in remembrance of the terrorist attacks on September 11, 2001.
Read moreWilliam Blair Expands Private Capital Advisory Group
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today that it has continued its private capital advisory team growth with the addition of Jake Stuiver.
Read moreSangoma Technologies Corporation: Initiation of Research Coverage
William Blair initiated research coverage of Sangoma Technologies Corporation (SANG $7.01), a managed service provider with a complete range of integrated, built-in-house solutions for businesses.
Read moreApollo Medical Holdings, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Apollo Medical Holdings, Inc. (AMEH $39.14), a physician-led and technology-enabled advanced primary care partner, responsible for coordinating care for more than 1.2 million patients.
Read moreSalSon Logistics Has Been Acquired by Total Transportation Services
William Blair acted as the exclusive financial advisor to SalSon Logistics, Inc. in connection with its sale to Total Transportation Services Inc., an affiliate of Sun Capital Partners.
Read moreMuon Group Has Agreed to be Acquired by IDEX Corporation
William Blair acted as the exclusive financial advisor to Muon Group B.V. (Muon Group), owned by Rivean Capital B.V. (Rivean Capital or Rivean) and management, in connection with its pending sale to IDEX Corporation (NYSE:IEX).
Read moreEPC Power Has Been Acquired by Goldman Sachs Asset Management and Cleanhill Partners
William Blair acted as the exclusive financial advisor to EPC Power (EPC) in connection with its sale to the Sustainable Investing Business within Goldman Sachs Asset Management and Cleanhill Partners.
Read moreEconomics Weekly: Dollar Strength Is Raising Tensions
In this Economics Weekly, we argue that while the dollar’s recent strength is in many ways helpful for the U.S. economy in fighting inflation, given the importance of the dollar for the global economy, such dramatic appreciation is also akin to a shifting of the tectonic plates of global finance—and cracks are starting to appear.
Read moreWilliam Blair Team Wins 2022 Frankfurt Charity Cup
Team William Blair won the annual Frankfurt Reverse Kicker Charity Cup soccer tournament held September 10, now in its 21st year of raising money to help children with cancer.
Read morePaige Electric Corporation Has Been Acquired by Genuine Cable Group
William Blair acted as the exclusive financial advisor to Paige Electric Corporation in connection with its sale to Genuine Cable Group, a portfolio company of Audax Group.
Read moreAmber Kennelly Joins William Blair as Chief Human Resources Officer
Kennelly will be responsible for ensuring that the firm employs best-in-class HR strategies, programs, and processes.
Read moreEconomics Weekly: Will Companies Hoard Labor This Time Around?
In this Economics Weekly, we look at what the current labor market data is telling us and what it might mean for the path of growth, profits, and the Fed ahead.
Read moreGreenwood Scholars Strengthen Financial Skills During Internship With William Blair
Ten college students with the Greenwood Project financial mentoring program completed their summer internships in August with William Blair, building their financial and business skills during the two-month program.
Read moreBenvic Group has Agreed to Sell its Compounds Business to International Chemical Investors Group
William Blair acted as financial advisor to Benvic Group and Investindustrial in connection with the signing of a binding put option for the pending sale of Benvic’s compounds business to International Chemicals Investors Group.
Read moreEconomics Weekly: Downside Risks for Earnings Growth
In this Economics Weekly we assess the recent quarter's earnings results and why growth might turn out to be much softer than currently expected for 2023.
Read moreEconomics Weekly: August Economic Recap
In this Economics Weekly we present a mini recap of the current narratives with respect to growth and inflation.
Read moreForge Global Holdings, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Forge Global Holdings, Inc. (FRGE $3.27), a leading financial technology company that provides critical infrastructure, data services, and technology solutions to transact in the private markets.
Read moreGenDx Has Agreed to Be Acquired by Eurobio Scientific
William Blair acted as the exclusive financial advisor to GenDx, a portfolio company of Ampersand Capital Partners, in connection with its pending sale to Eurobio Scientific (ENXTPA:ALERS) for €135 million in total consideration.
Read moreMcCarthy Capital Has Made a Minority Growth Investment in WellnessLiving
William Blair & Company acted as the exclusive financial advisor to McCarthy Capital, in connection with its investment in WellnessLiving.
Read moreB Medical Systems Has Agreed to be Acquired by Azenta
William Blair acted as financial advisor to B Medical Systems, a company backed by Navis Capital in connection with its pending sale to Azenta, Inc. (Nasdaq: AZTA) for a €410m cash purchase price to be paid at closing with an additional €50m in cash consideration to be paid upon achievement of certain future performance milestones.
Read moreVelocityEHS Has Agreed to Receive a Significant Minority Investment From Partners Group
William Blair served as the exclusive financial advisor to VelocityEHS, a portfolio company of CVC Growth Funds, in connection with the pending sale of a significant minority stake to Partners Group.
Read moreWilliam Blair Advises CarLotz on its Pending All-Stock Merger with Shift Technologies
William Blair & Company acted as the exclusive financial advisor to CarLotz (Nasdaq: LOTZ) in connection with its pending merger with Shift Technologies (Nasdaq: SFT).
Read moreWomen in Technology Event Spotlights Summer Interns
William Blair hosted its 2022 Women in Technology (WiT) showcase during a two-day online employee event August 3-4, featuring the work of 30 women college students who interned with the firm this summer.
Read moreWilliam Blair Names John Kreger Director of Research
William Blair announced today that John Kreger has been named director of research of the firm’s sell-side equity research group. Based in Chicago, Kreger will oversee a team of research analysts responsible for coverage of more than 700 growth-oriented companies.
Read moreLykan Bioscience Has Merged with RoslinCT
William Blair acted as the exclusive financial advisor to Lykan Bioscience, a portfolio company of WindRose Health Investors, in connection with its merger with RoslinCT, a portfolio company of GHO Capital Partners LLP.
Read moreEconomics Weekly: The Case for a More Mild Recession
In today’s Economics Weekly, we examine the current economic situation relative to previous downturns, with the view that there is a reasonable case to be made that the current slowdown could turn out to be a more moderate recession than the historical average.
Read moreBrightly Software Has Been Acquired by Siemens
William Blair acted as lead financial advisor to Brightly Software, Inc. (Brightly), a portfolio company of Clearlake Capital Group, L.P. (Clearlake), in connection with its sale to Siemens AG (Siemens) (FRA:SIE) for $1.575 billion of upfront cash consideration, along with $300 million in cash earn-out payments, for a total of $1.875 billion.
Read moreEconomics Weekly: Shifting the Focus to Fiscal Policy
In this Economics Weekly, we discuss the current thinking around debt and what kind of discussion we might expect to see going forward.
Read morePragmatic Institute Has Been Acquired by MidOcean Partners
William Blair acted as the exclusive financial advisor to Pragmatic Institute, a portfolio company of Renovus Capital Partners, in connection with its sale to MidOcean Partners.
Read moreCartegraph Has Agreed to be Acquired by OpenGov
William Blair acted as exclusive financial advisor to Cartegraph Systems, LLC, a portfolio company of Pamlico Capital Management, L.P., in connection with its pending sale to OpenGov, Inc. with new investment from Cox Enterprises, Inc.
Read moreNewAmsterdam Pharma and Frazier Lifesciences Acquisition Corporation Agree to Merge
William Blair is acting as financial advisor, capital markets advisor, and PIPE placement agent to Frazier Lifesciences Acquisition Corporation (NASDAQ: FLAC) in connection with its pending merger with NewAmsterdam Pharma Holding B.V.
Read moreColleagues Carry the Torch of Children’s Life Run in Germany
William Blair colleagues braved one of the hottest days of the year in Europe to carry an angel-shaped torch as part of a six-month-long pilgrimage across Germany to bring awareness and raise funds for families with children affected by life-limiting illnesses.
Read moreEconomics Weekly: Wage Inflation Is Not Yet Slowing
In this Economics Weekly, we examine the current wage dynamics and what the Fed will be looking at as it heads into next week’s FOMC meeting.
Read moreWilliam Blair Expands Tech Enabled Services Coverage with Three Senior Investment Banking Hires
William Blair announces the addition of three senior level hires in the firm’s tech-enabled services (TES) investment banking practice.
Read moreWilliam Blair Partners With YWCA to Celebrate Chicago Culture, Entrepreneurship at Annual Block Party
William Blair and its community partner YWCA-Metropolitan Chicago celebrated the multiculture and entrepreneurship of Chicago-area neighborhoods during the city’s largest block party this summer.
Read moreEl Car Wash Has Been Acquired by Warburg Pincus
William Blair acted as the exclusive financial advisor to National Express Wash, the parent holdings company to El Car Wash, a portfolio company of Wafra Inc. (Wafra), Audrose Partners, and Fireside Investments, in connection with its sale to Warburg Pincus.
Read moreD Cube Analytics Has Been Acquired by Trinity Life Sciences
William Blair acted as the exclusive financial advisor to D Cube Analytics, a founder-owned company, in connection with its acquisition by Trinity Life Sciences (Trinity), a portfolio company of Kohlberg & Company (Kohlberg).
Read moreFidelity Payment Services Has Been Recapitalized by PSG
William Blair acted as financial advisor to Fidelity Payment Services in connection with its recapitalization by PSG.
Read moreEconomics Weekly: Time to Start Looking at Small Caps Again?
In this Economics Weekly, we discuss why heading into a recession is not typically the time when investors want to lean toward owning smaller-cap stocks.
Read moreSymbotic Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Symbotic Inc. (SYM $17.93), which provides a robotics and automation-based solution for warehouse order fulfillment.
Read moreTAC Air has Been Acquired by Signature Flight Support and Subsequently Divested Three Locations to Atlantic Aviation
William Blair acted as the sole financial advisor to Truman Arnold Company’s FBO Network (TAC Air) in connection with its outright sale of all operations to Signature Flight Support (Signature), a portfolio company of Blackstone, Global Infrastructure Partners, and Cascade Investments, and subsequently as the sole financial advisor to Signature in its divestiture of three overlapping TAC Air locations to Atlantic Aviation, a portfolio company of Kohlberg Kravis Roberts (KKR).
Read moreOutpost24 Has Been Acquired by Vitruvian Partners
William Blair acted as the exclusive financial advisor to Outpost24, in connection with its acquisition by Vitruvian Partners.
Read moreWilliam Blair Continues Private Capital Advisory Expansion
William Blair today announced the addition of Gage Alpert to the Private Capital Advisory investment banking practice.
Read moreTexon Has Agreed to be Acquired by Coats Group Plc
William Blair and its Asian affiliate, BDA Partners, acted as exclusive financial advisors to Navis Capital Partners, in connection with its pending sale of Texon to Coats Group plc, for an enterprise value of $237 million.
Read moreEconomics Weekly: Tracking the Recession
In this Economics Weekly, we again review what the various recession indicators are telling us, with the view that despite the probability of a second consecutive quarter of negative GDP growth, the economy was still probably not in a recession through the second quarter; though the likelihood of entering one over the coming months is now high.
Read moreFusion Pharmaceuticals Inc. and POINT Biopharma Global Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Fusion Pharmaceuticals Inc. (FUSN $2.53) and POINT Biopharma Global Inc. (PNT $6.81), two companies in what analyst Andy Hsieh describes as the “reignited” space of radiopharmaceuticals for the treatment of cancer.
Read moreWilliam Blair Bolsters Investment Banking Group With Senior Hires in London
The five appointments build upon the recent growth of the firm’s investment banking group.
Read moreEconomics Weekly: Today’s High Inflation Is Not Structural
In this Economics Weekly, we discuss the longer-term outlook for inflation and whether or not we really are entering a longer-term period of sustained higher inflation.
Read morePrime Trust Has Received a Series B Equity Investment
William Blair & Company acted as the exclusive financial advisor to Prime Trust in connection with its $107 million Series B financing.
Read moreEconomics Weekly: Inventories and the Business Cycle
In this Economics Weekly, we discuss the near-term and possible longer-term inventory outlook.
Read moreBlueCat Has Agreed to be Acquired by Audax Group
William Blair & Company acted as the lead financial advisor to BlueCat, a portfolio company of Madison Dearborn Partners, LLC (MDP) in connection with its pending acquisition by Audax Group.
Read moreAnne Frank Art Contest Spotlights Empowering Stories of Youth
The annual Anne Frank art contest sponsored by William Blair featured a storytelling competition for young people across Germany to share their stories of what concerns them most about living in today’s world, one filled with vast challenges and intolerance.
Read moreWilliam Blair Expands Equity Capital Markets Group, Adding Managing Director in New York
William Blair announced today that it has expanded its equity capital markets team with the addition of Derek Caracciola.
Read moreLeanTaaS has Agreed to be Acquired by Bain Capital Private Equity
William Blair acted as exclusive financial advisor to LeanTaaS, a portfolio company of Insight Partners and Goldman Sachs Growth Equity, in connection with its pending sale to Bain Capital Private Equity.
Read moreApax Partners has Agreed to Acquire EcoOnline
William Blair acted as the exclusive financial advisor to Apax Partners in connection with its pending recommended cash tender offer to acquire EcoOnline.
Read moreEconomics Weekly: Macro Highlights From the 42nd Annual Growth Stock Conference
In this Economics Weekly we present some of our own macro highlights we have drawn from the event, including commentary from the companies themselves, which in the current environment largely centered on three major themes.
Read moreMyCase Has Been Acquired by AffiniPay
William Blair acted as the exclusive financial advisor to MyCase, a portfolio company of Apax Partners, in connection with its acquisition by AffiniPay, a portfolio company of TA Associates and the parent company of LawPay.
Read moreWilliam Blair Strengthens Private Capital Advisory Practice
William Blair today announced the addition of Tom Marking to the Private Capital Advisory investment banking practice. Marking joins as a director in New York, where he will work with clients on secondary solutions and direct equity capital-raising.
Read moreAlnylam Pharmaceuticals, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Alnylam Pharmaceuticals, Inc. (ALNY $131.52), the premier commercial-stage siRNA therapeutics company. Alnylam has four approved therapies and over eight additional candidates in clinical development.
Read moreWilliam Blair Hosts 42nd Annual Growth Stock Conference
William Blair & Company, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today commenced its 42nd Annual Growth Stock Conference, a four-day event featuring more than 320 public and private companies.
Read moreCelebrating Asian/Pacific American Month With Chicago Sinfonietta's Mei-Ann Chen
Taiwanese American conductor Mei-Ann Chen led a spirited talk with William Blair colleagues at the firm’s Asian/Pacific American heritage month celebration on embracing cultural differences.
Read moreHaymaker Acquisition Corp. III has Merged With Biote
William Blair served as financial advisor and capital markets advisor to Haymaker Acquisition Corp. III (NASDAQ: HYAC), a publicly traded special purpose acquisition company (SPAC) in connection with its merger with Biote.
Read moreAtlantic Aviation has Divested its Stuart, FL Location to APP Jet Center
William Blair acted as the exclusive financial advisor to Atlantic Aviation, a portfolio company of Kohlberg Kravis Roberts (KKR), in connection with the divestiture of their Stuart, FL location to APP Jet Center, a portfolio company of Ridgewood Infrastructure.
Read moreEconomics Weekly: Profits, P/Es, and Inflation
With weaker earnings growth the next potential hurdle for market participants, in this Economics Weekly, we look at both the current earnings picture and what has happened to earnings during past economic downturns, as well as what happens if inflation truly is now structurally higher.
Read moreMÜPRO has Agreed to be Acquired by IK Partners
William Blair acted as exclusive financial advisor to MÜPRO, a portfolio company of Perusa in connection with its pending sale to IK Partners.
Read moreCCS Fundraising Has Received an Investment and Senior Secured Credit Facilities
William Blair acted as exclusive financial advisor to CCS Fundraising, in connection with its investment from Abry Partners and a debt recapitalization from PNC Bank.
Read moreWilliam Blair Private Capital Markets Remains Highly Active in 2022
William Blair’s leading Private Capital Markets group has followed up a highly successful 2021 with several notable transactions across a range of industries.
Read moreEconomics Weekly: The Housing Market Is Cooling
In this Economics Weekly, we take a snapshot of the housing market with the view that activity will continue to moderate, though a major collapse seems unlikely.
Read moreAlchemer Has Received a Majority Investment From KKR
William Blair acted as the exclusive financial advisor to Alchemer in connection with an investment from KKR.
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