$365,000,000
a portfolio company of PSG
has received a strategic
growth investment led by
March 2025
Technology
Greg South
Managing Director, Technology
About Greg
Greg South is a managing director for William Blair based in the firm’s Charlotte office. He originally joined William Blair's investment banking team in 2012. Before joining William Blair, he worked for Revolution Partners and Crowe Horvath.
Board Membership
R.O.C.K.
Notable Transactions
$370,000,000
a portfolio company of Highgate Technology Ventures, Spectrum Equity, Eight Roads, and F-Prime Capital
has received a Series C
investment from
December 2024
Technology
$425,000,000
has received a preferred
equity investment from
April 2024
Technology
William Blair served as a placement agent to Buyers Edge Platform, a portfolio company of Bregal Sagemount, in connection with its $425 million preferred equity investment led by General Atlantic Credit’s Atlantic Park fund, alongside funds managed by Blackstone Tactical Opportunities and investment funds managed by Morgan Stanley Tactical Value.
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Not Disclosed
a portfolio company of TA Associates
has received a strategic
investment from
June 2023
Technology
William Blair acted as the exclusive financial advisor to Financial Information Technologies, a portfolio company of TA Associates, in connection with its strategic investment from General Atlantic.
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$1,875,000,000
a portfolio company of Clearlake Capital
has been acquired by
August 2022
Technology
William Blair acted as lead financial advisor to Brightly Software, Inc. (Brightly), a portfolio company of Clearlake Capital Group, L.P. (Clearlake), in connection with its sale to Siemens AG (Siemens) (FRA:SIE) for $1.575 billion of upfront cash consideration, along with $300 million in cash earn-out payments, for a total of $1.875 billion.
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$965,000,000
a portfolio company of New Mountain Capital
has been acquired by
September 2021
Technology
William Blair acted as lead financial advisor to DRB Systems, a portfolio company of New Mountain Capital, in connection with its pending acquisition by Vontier (NYSE: VNT) for $965 million.
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$925,000,000
a portfolio company of Vista Equity Partners
has been acquired by
June 2021
Technology
William Blair acted as lead financial advisor to Zego, a portfolio company of Vista Equity Partners, in connection with its pending acquisition by Global Payments Inc.
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Not Disclosed
has received a strategic growth investment from
April 2021
Technology
William Blair acted as the lead financial advisor to ARCOS, a portfolio company of The Riverside Company, in connection with its pending acquisition by Vista Equity Partners.
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Not Disclosed
has received a majority investment from
April 2021
Technology
William Blair acted as exclusive financial advisor to Storable, Inc. (Storable), a portfolio company of Cove Hill Partners, in connection with a pending majority investment from EQT alongside existing investors, Cove Hill Partners and the Storable management team.
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Not Disclosed
has been recapitalized by
December 2020
Technology
William Blair acted as exclusive financial advisor to 365 Retail Markets, a portfolio company of McCarthy Capital, in connection with its recapitalization by Providence Equity Partners.
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Not Disclosed
has announced a growth equity partnership with
December 2020
Technology
William Blair acted as the exclusive financial advisor to Syndigo, a portfolio company of The Jordan Company (TJC), in connection with its investment from Summit Partners.
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$430,000,000
has been acquired by
December 2020
Technology
Rigorous pursuit of your success. Every transaction. Every time.
Our 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
Technology
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
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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1935Year 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 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of March 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.