$805,000,000
a portfolio company of Lee Equity Partners
has agreed to be acquired by
Financial Services
Josh Funt
Director, Financial Services
About Josh
Josh Funt, CFA, is a director for William Blair based in the firm’s Atlanta office. He joined William Blair's investment banking team in 2022. Prior to William Blair, he worked for Truist Securities, Credit Suisse, and BNY Mellon.
Notable Transactions
Not Disclosed
has acquired
a portfolio company of Mill Point Capital
Financial Services
Not Disclosed
has sold a majority stake to
Financial Services
Not Disclosed
has received a strategic
investment from
Financial Services
Not Disclosed
has made a minority investment in
Financial Services
Not Disclosed
a portfolio company of Lee Equity Partners
has acquired
a subsidiary of Kestra Financial
Financial Services
Not Disclosed
has made a strategic equity investment in
a portfolio company of
Lovell Minnick Partners
Financial Services
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
Financial Services
Financial services investment banking at William Blair draws on the firm’s deep expertise and relationships throughout the sector to deliver objective advice and execution excellence. We have built a leading franchise helping financial services companies maximize the value of their businesses. Our clients turn to us for outstanding execution for their M&A advisory and capital-raising objectives.
The strength of our relationships with strategic and financial buyers in the financial services sector and our global reach have allowed us to deliver outstanding results for our clients.
More about our financial services expertise
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.*
1935
Year William Blair was founded
1,950+
Employees worldwide
132 billion+
Client assets
89 Years
Independent and employee-owned
20+
Offices worldwide
~650
Companies under coverage
As of December 31, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.