Not Disclosed
has made an investment in
January 2026
Technology
Matt Pekins
Director, Tech Enabled Services
About Matt
Matt Pekins is a director for William Blair based in the firm’s Atlanta office. He joined the investment banking team in 2021. Prior to William Blair, he worked for SunTrust Robinson Humphrey/Truist Securities and PricewaterhouseCoopers.
Notable Transactions
$415,000,000
a subsidiary of Lexitas, owned
by Apax Partners
has been acquired by
March 2025
Tech Enabled Services
William Blair acted as financial advisor to Lexitas, a portfolio company of Apax, in connection with its sale of Registered Agent Solutions (RASi) to Wolters Kluwer.
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Not Disclosed
has received a strategic
investment from
January 2025
Tech Enabled Services
William Blair acted as the exclusive financial advisor to Naviant in connection with its strategic investment from DNS Capital.
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$114,065,625
Follow-on Offering
November 2024
Technology
Not Disclosed
a portfolio company of
Transom Capital Partners
has been acquired by
March 2024
Tech Enabled Services
William Blair acted as the exclusive financial advisor to Aspen Publishing, a portfolio company of Transom Capital Group, in connection with its sale to UWorld.
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Not Disclosed
has made a strategic investment in
a portfolio company of Bain Capital Double Impact
June 2023
Technology
William Blair acted as the exclusive financial advisor to Harvest Partners Ascend in connection with its strategic investment in Sparq, a portfolio company of Bain Capital Double Impact.
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Not Disclosed
has received a strategic investment from
March 2023
Tech Enabled Services
William Blair acted as the exclusive financial advisor to Clevertech in connection with its strategic investment from Avance Investment Management.
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Not Disclosed
a subsidiary of Envision Healthcare
has been acquired by
a portfolio company of Trilantic Capital Partners and Cornell Capital
April 2022
Healthcare Services
Not Disclosed
has been acquired by
December 2021
Tech Enabled Services
Not Disclosed
has made a strategic growth investment in
November 2021
Technology
William Blair acted as the exclusive financial advisor to H.I.G. Capital in connection with its strategic growth investment in 3Pillar Global, a leader in the digital transformation sector.
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$889,736,841
Initial Public Offering
September 2021
Technology
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
Tech Enabled Services
William Blair’s Tech Enabled Services team is a trusted advisor to market-leading providers of specialized services powered by disruptive technology and/or innovative approaches. These companies count on our deep expertise in high-growth verticals and trusted relationships with strategic acquirers and financial sponsors focused on technology-enabled services.
Learn more about our tech enabled services expertise
About William Blair
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.*
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1935Year William Blair was founded
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1,950+Employees worldwide
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154 billion+Client assets
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90+ YearsIndependent and employee-owned
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20+Offices worldwide
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650+Companies under coverage
As of December 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Equity.