a portfolio company of
Charlesbank Capital Partners
has received a strategic
investment from
August 2025
Director, Financial Sponsors Group

Taylor Breed is a director for William Blair based in the firm’s Boston office. He joined William Blair's investment banking team in 2022. Prior to William Blair, he worked for Bigelow, LLC, Credit Suisse, Barclays, and Nomura.
Meals on Wheels
Nantucket Conservation Foundation
New Hampshire Children's Trust (Board of Directors since 2022)
a portfolio company of
Charlesbank Capital Partners
has received a strategic
investment from
August 2025
a portfolio company of Audax Private Equity
has received a strategic
investment from
July 2025
a portfolio company of Highgate Technology Ventures, Spectrum Equity, Eight Roads, and F-Prime Capital
has received a Series C
investment from
December 2024
a portfolio company of Bain Capital
has been acquired by
August 2024
a portfolio company of Great Hill Partners
and Spectrum Equity
has received a
strategic investment led by
August 2024
William Blair acted as financial advisor to Varicent, a portfolio company of Great Hill Partners and Spectrum Equity, in connection with its pending strategic investment led by Warburg Pincus, LLC, alongside existing investor Great Hill Partners, with participation from Spectrum Equity and company management.
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has acquired
a portfolio company of
Palladium Equity Partners
February 2024
William Blair acted as the exclusive financial advisor to Charlesbank Capital Partners, in connection with its acquisition of EverDriven Technologies, a portfolio company of Palladium Equity Partners.
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a portfolio company of Nautic Partners
has been acquired by
October 2023
a portfolio company of THL
has been acquired by
August 2023
has been acquired by
August 2023
a portfolio company of
WestView Capital Partners
has been acquired by
June 2023
a portfolio company of Lineage Capital
has been acquired by
February 2023
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More about investment banking at William Blair
William Blair's Financial Sponsors Group is focused on developing and institutionalizing relationships with leading private equity firms around the world. Many of these relationships have been developed for over two decades providing us with senior-level access and credibility with the key decision-makers at each private equity firm. With over 295 successful sales to financial sponsors since 2015, we have proprietary insights into each financial sponsor's unique investment criteria, approach, and behavior. Our team's highly-relevant experience with and relevance to the private equity community uniquely positions William Blair to deliver exceptional results for our M&A sell-side clients.
More about our financial sponsors 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 September 30, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
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