Managing Director, Technology
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.
R.O.C.K.
a portfolio company of TA Associates
has received a strategic
investment from
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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a portfolio company of Clearlake Capital
has been acquired by
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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has received a growth investment from
a portfolio company of Capstreet
has been acquired by
a portfolio company of New Mountain Capital
has been acquired by
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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a portfolio company of Vista Equity Partners
has been acquired by
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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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 strategic growth investment from
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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has received a majority investment from
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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has been recapitalized by
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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has announced a growth equity partnership with
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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has been acquired by
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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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