Director, Technology
Charlie Kurose is a director for William Blair based in the firm’s Chicago office. He joined William Blair's investment banking team in 2017. Prior to William Blair, he worked for The Spencer Foundation and The College Board.
a portfolio company of Apax Partners
has been acquired by
a portfolio company of TA Associates
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.
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a portfolio company of PSG
has been acquired by
has acquired
has been acquired by
William Blair acted as the exclusive financial advisor to 2020 Technologies, a portfolio company of Golden Gate Capital, in connection with its sale to Genstar Capital.
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has received a joint investment from
William Blair acted as exclusive financial advisor to Granicus, Inc. (Granicus), a portfolio company of Vista Equity Partners, in connection with its pending investment from Harvest Partners and Vista’s Foundation Fund IV.
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has been acquired by
has been acquired by
William Blair acted as exclusive financial advisor to Confirmation, a portfolio company of Great Hill Partners, in connection with its pending sale to Thomson Reuters.
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has been acquired by
William Blair acted as the exclusive financial advisor to Litera Microsystems, a portfolio company of K1 Investment Management, in connection with its pending sale to HgCapital.
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has been acquired by
William Blair acted as lead financial advisor to Appriss Holdings, Inc. (Appriss), a portfolio company of Insight Partners (Insight), in connection with its pending investment from Clearlake Capital Group, L.P. together with its affiliates (Clearlake).
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a portfolio company of Vista Equity Partners
has received a strategic investment from
William Blair acted as financial advisor to EagleView, a portfolio company of Vista Equity Partners, in connection with its pending strategic investment from Clearlake Capital. The transaction was announced on June 27, 2018.
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has been acquired by
William Blair acted as the exclusive financial advisor to PowerPlan, Inc., a portfolio company of Thoma Bravo, LLC, in connection with its pending sale to Roper Technologies (NYSE: ROP).
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has sold a majority interest to
William Blair acted as exclusive financial advisor to Trintech, Inc., a portfolio company of Vista Equity Partners and Spectrum Equity, in connection with its sale to Summit Partners. Vista and Trintech management will retain a minority stake in the company. The transaction closed on December 29, 2017, and exemplifies William Blair’s continued market leadership in the software and financial technology sectors.
Read moreOur investment bankers are 100 percent committed to your organization’s sustained success. By drawing on our deep industry and product experience as well as our dedicated global resources, we provide advisory and financing services that allow you to capitalize on today’s opportunities and anticipate tomorrow’s challenges.
More about investment banking at William Blair
We have built the premier technology investment banking franchise by using our deep sector expertise and our relationships to connect innovative, high-growth companies with transformative sources of capital and strategic partnerships. By drawing on our knowledge of strategic roadmaps and investment trends across the technology ecosystem, we have helped companies in the most dynamic verticals accelerate their growth and unlock their potential.
More about our technology expertise
William Blair is a premier global boutique 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.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of December 31, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
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