The Marshall Team
William Blair Private Wealth Management
About William Blair
William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 30 offices worldwide.*
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1935Year William Blair was founded
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2,100+Employees worldwide
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156 billion+Client assets
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90+ YearsIndependent and employee-owned
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30+Offices worldwide*
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700+Companies under coverage
As of June 30, 2026
*Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.
Thought Leadership
Our Latest News
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CoreWeave, Inc. and Nebius Group N.V.: Initiation of Research coverage
William Blair initiated research coverage of CoreWeave, Inc. (CRWV $85.07) and Nebius Group N.V. (NBIS $231.88), two AI cloud platforms offering accelerated computing infrastructure and software services for training, inference, and AI application development.
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Certares Raises Single-Asset Continuation Fund for Guardian Alarm
William Blair acted as the exclusive financial advisor to Certares and Guardian Alarm in connection with Certares’ raising of a single-asset continuation fund to acquire Guardian, a leading provider of security, fire, access control, and automation solutions.
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