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  • As Year-end Giving Approaches, Consider DAFs

  • Mary Lynn Ubik

    View biography for Mary Lynn Ubik, senior wealth planner II.

  • Cvent Holding Corp. Initiation

    William Blair initiated research coverage of Cvent Holding Corp. (CVT $8.05), a leading provider of cloud-based event management software.

  • BRC Inc Initiation

    William Blair initiated research coverage of BRC Inc. (BRCC $17.43), the parent company of Black Rifle Coffee Company, a rapidly growing omnichannel premium coffee brand across the direct-to-consumer (DTC), wholesale, and retail channels.

  • NerdWallet Inc Initiation

    William Blair initiated research coverage of NerdWallet, Inc. (NRDS $22.59), a personal finance company with a presence in the United States and internationally. NerdWallet offers users personalized insights on a variety of finance-related topics, such as loans, credit cards, refinancing, and more.

  • J Jill Inc Initiation

    William Blair initiated research coverage of J.Jill, Inc. (JILL $26.12), an omnichannel retailer of women’s apparel, accessories, and footwear.

  • CAVA Group Inc Initiation

    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.

  • Marvell Technology Group Ltd Initiation

    William Blair & Company initiated research coverage of Marvell Technology Group Ltd. (MRVL $24.89), a fabless semiconductor supplier focused on storage, networking, and connectivity end-markets.

  • BeyondSpring Inc Initiation

    William Blair & Company initiated research coverage of BeyondSpring Inc. (BYSI $12.45), a clinical-stage biotechnology company developing novel therapeutics for cancer patients.

  • Phreesia, Inc. Initiation

    William Blair & Company initiated research coverage of Phreesia, Inc. (PHR $27.37), an HCIT provider of software-as-a-service solutions to help healthcare providers manage mission-critical processes, including patient intake, revenue cycle management, and patient engagement.

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