James Bertram

James Bertram

Senior Director, Consumer & Retail

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About Mr. Bertram

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.

Board Membership

Boys & Girls Club of Lake County

Notable Transactions

Not Disclosed

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).

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Not Disclosed

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.

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Not Disclosed

has been acquired by

Not Disclosed

has been acquired by

Not Disclosed

has been acquired by

Not Disclosed

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.

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Not Disclosed

has been acquired by

Not Disclosed

has been acquired by

$74,752,300

Follow-on Offering

Not Disclosed

has been acquired by

$1,200,000,000

has been acquired by

Not Disclosed

has been acquired by

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.

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Consumer & Retail

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
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About William Blair

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.*

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1935

Year William Blair was founded

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+1,850

Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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20+

Offices worldwide

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+700

Companies under coverage

As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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