Senior Director, Consumer & Retail
James Bertram is a senior director for William Blair based in the firm’s Chicago office. He originally joined William Blair's investment banking team in 2006. Before joining William Blair, he worked for Banc of America Securities, Deutsche Banc Alex Brown, George K. Baum & Company, and Salomon Brothers.
Boys & Girls Club of Lake County
Ready-to-Eat Cereal Business
has been acquired by
William Blair acted as exclusive financial advisor to TreeHouse Foods, Inc. (NYSE: THS), in connection with the acquisition of its ready-to-eat (RTE) cereal business by Post Holdings, Inc. (NYSE: POST).
Read more
has been acquired by
William Blair acted as the exclusive financial advisor to De Wafelbakkers, a subsidiary of The Oklahoma Publishing Company, in connection with its sale to Brynwood Partners.
Read more
has been acquired by
has been acquired by
has been acquired by
has been acquired by
William Blair acted as the exclusive financial advisor to Evans Food Group (Evans), a portfolio company of Wind Point Partners, in connection with its sale to Highlander Partners.
Read more
has been acquired by
has been acquired by
Follow-on Offering
has been acquired by
has been acquired by
has been acquired by
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
Amid rapidly evolving consumer preferences and the proliferation of new brands and channels, our experience and relationships throughout the consumer and retail industry have allowed us to deliver outstanding outcomes for our clients. Corporate boards, management teams, and business owners turn to us for execution excellence, sector expertise, deep relationships with strategic, financial, and family buyers, and creative public and private capital market solutions.
More about our consumer and retail 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 March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.
Copyright © 2022 William Blair & Company, L.L.C. | Privacy Terms
Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.
For disclosure information, please visit www.williamblair.com/disclosures