
The Warren Group
William Blair Private Wealth Management

PWM Professional Resources
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 20 offices worldwide.*
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1935
Year William Blair was founded
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1,900+
Employees worldwide
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139 billion+
Client assets
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90 Years
Independent and employee-owned
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20+
Offices worldwide
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~650
Companies under coverage
As of March 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
Our Latest News
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Ortholite Has Agreed to be Acquired by Coats Group plc
William Blair acted as the lead financial advisor to Ortholite, a portfolio company of Trilantic Capital Partners, in connection with its pending sale to Coats Group plc (LSE: COA) for an enterprise value of $770 million excluding value ascribed to tax attributes and a royalty agreement for recently introduced intellectual property that was yet to be commercialized in the market.
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