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 Serent Capital
has been acquired by
October 2025
William Blair acted as the exclusive financial advisor to CallRevu, a portfolio company of Serent Capital, in connection with its sale to Astira Capital Partners.
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has been acquired by
April 2025
William Blair acted as exclusive financial advisor to smaXtec, the world’s leading provider of bolus technology for the dairy industry and AI-powered dairy health management software, in connection with its pending sale to KKR Growth and Highland Europe.
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has received a strategic
growth investment from
March 2025
a subsidiary of
Continental Automotive Systems
has been acquired by
a portfolio company of Inverness Graham
December 2024
has acquired
October 2024
a business unit of CARET, a portfolio company of THL
has been acquired by
June 2024
has acquired Accurate and Frontier Business Units from
July 2023
a portfolio company of Apax Partners
has been acquired by
a portfolio company of TA Associates
June 2022
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
June 2022
has acquired
November 2021
has been acquired by
May 2021
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
January 2021
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.
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 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.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of September 30, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
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