£3,500,000,000
has agreed to make a minority investment in
a portfolio company of Montagu
Pending
Technology
Stephanie Mount
Director, Technology
About Stephanie
Stephanie Mount is a director for William Blair based in the firm’s London office. She joined William Blair’s investment banking team in 2017, starting in William Blair’s Chicago office before moving to London in 2023. Before William Blair, she worked for the Public Company Accounting Oversight Board (PCAOB) and the United States Securities and Exchange Commission.
Awards & Affiliations
Mergers & Acquisitions – 2019 Deal of the Year for the Middle Market – Fortive’s acquisition of Gordian
Notable Transactions
Not Disclosed
has been acquired by
April 2025
Technology
William Blair acted as exclusive financial advisor to smaXtec, the world’s leading provider of bolus technology for the dairy industry and AI-powered dairy health management software, in connection with its pending sale to KKR Growth and Highland Europe.
Read more
Not Disclosed
a portfolio company of IK Partners
has been acquired by
a portfolio company of Hg Capital
March 2025
Technology
William Blair acted as the exclusive financial advisor to GeoDynamics, a portfolio company of IK Partners (IK), in connection with its pending sale to Blinqx, a portfolio company of Hg Capital.
Read more
Not Disclosed
has received a majority
investment from
November 2024
Technology
William Blair acted as the exclusive financial advisor to AMCS, a portfolio company of Insight Partners, Clearlake, Highland Europe, Ireland Strategic Investment Fund, and Enterprise Ireland, in connection with its pending majority sale to EQT Private Equity.
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NOK2,350,000,000
a portfolio company of Summa Equity, Pivot Invest, and Byggteknikk
has been acquired by
August 2023
Technology
William Blair acted as the exclusive financial advisor to Kiona, a portfolio company of Summa Equity (Summa), in connection with its pending sale to CAREL.
Read more
$50,000,000
has received a Series D
investment from
July 2023
Technology
William Blair acted as financial advisor to HqO, Inc., in connection with its over $50 million Series D funding round, led by Koch Real Estate Investments, a subsidiary of Koch Industries, along with participation from existing investors, including Accomplice, Insight Partners, and Related.
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$1,875,000,000
a portfolio company of Clearlake Capital
has been acquired by
August 2022
Technology
William Blair acted as lead financial advisor to Brightly Software, Inc. (Brightly), a portfolio company of Clearlake Capital Group, L.P. (Clearlake), in connection with its sale to Siemens AG (Siemens) (FRA:SIE) for $1.575 billion of upfront cash consideration, along with $300 million in cash earn-out payments, for a total of $1.875 billion.
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$315,000,000
has been acquired by
November 2021
Technology
William Blair acted as exclusive financial advisor to Building Engines, Inc., a portfolio company of Wavecrest Growth Partners, L.P., in connection with its pending sale to JLL.
Read more
Not Disclosed
a subsidiary of TreviPay
has been acquired by
September 2021
Technology
Not Disclosed
a portfolio company of Oaktree Capital Management
has been acquired by
August 2021
Technology
William Blair acted as the lead financial advisor to Power Factors LLC, a portfolio company of Oaktree Capital Management, in connection with its pending acquisition by Vista Equity Partners.
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$1,411,363,629
Initial Public Offering
June 2021
Technology
$300,000,000
has been acquired by
February 2019
Technology
William Blair acted as exclusive financial advisor to IDology, a leading provider of digital identity verification and fraud prevention services, in connection with its pending acquisition by GB Group.
Read moreRigorous 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
Technology
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
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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1,900+Employees worldwide
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139 billion+Client assets
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90 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of March 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.