Director, Technology
Joe Schlitter is a director for William Blair based in the firm’s Chicago office. He joined William Blair's investment banking team in 2019. Before William Blair, he worked for Freeborn & Peters LLP and the U.S. District Court for the Northern District of Illinois.
a portfolio company of TCV and JMI Equity
$900M Series F Investment led by
July 2024
William Blair acted as the exclusive financial advisor to Clio in connection with its $900 million Series F investment round led by New Enterprise Associates, at a $3.0 billion valuation.
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a business unit of CARET, a portfolio company of THL
has been acquired by
June 2024
a portfolio company of Banneker Partners
has been acquired by
a portfolio company of Thoma Bravo
May 2024
has made a majority investment in
June 2023
has received a strategic growth investment from
April 2022
William Blair acted as the exclusive financial advisor to Carpe Data in connection with its pending investment from Thomas H. Lee Partners.
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has acquired
July 2022
a portfolio company of Alpine Investors
has received a strategic growth investment from
November 2021
William Blair acted as the exclusive financial advisor to Paradigm, a portfolio company of Alpine Investors, in connection with its pending strategic growth investment by Francisco Partners.
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has been acquired by
March 2021
William Blair acted as the exclusive financial advisor to AbacusNext, a portfolio company of Providence Strategic Growth (PSG), in connection with its acquisition by Thomas H. Lee Partners (THL).
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has been acquired by
November 2020
William Blair acted as the lead financial advisor to Zywave, a portfolio company of Aurora Capital Partners, in connection with its pending sale to Clearlake Capital.
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 March 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
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