Derek Beres

Managing Director, Services

About Mr. Beres

Derek Beres is a managing director for William Blair based in the firm’s Charlotte office. He originally joined William Blair's investment banking team in 2019. Before joining William Blair, he worked for Edgeview Partners/Piper Jaffrey, Morgan Stanley, and Arthur D. Little.

Notable Transactions

  • Grammer Industries - sale to Stellex
  • Sunrise Transportation - sale to Atlantic Street Capital
  • Evans Network of Companies - sale to Calera Capital
  • Unishippers - merger with World Wide Express
  • Omega Environmental Services - sale to AEA Investors
  • Cambridge International - sale to Rexnord
  • Road Trek - sale to Erwin Hymer Group
  • Agri-Carriers - sale to Kenan Advantage Group
  • Total Military Management - sale to Sentinel Capital Partners
  • Unishippers - sale to Ridgemont Equity Partners


University of South Carolina, M.I.B.S.
The Citadel, B.S.

Languages Spoken


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.

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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 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 services sector and our global reach have allowed us to deliver outstanding results for our clients.

More about our services investment banking expertise

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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.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.