Kate Hui

Kate Hui

Director, Tech Enabled Services

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About Kate

Kate Hui is a director for William Blair based in the firm’s Chicago office. She covers training and education, focusing on continuing education, corporate training, and adult lifelong learning; she also covers outsourced services. She joined William Blair’s investment banking team in 2014.

Notable Transactions

Not Disclosed

has been acquired by

William Blair acted as exclusive financial advisor to Med Learning Group, LLC in connection with its sale to DW Healthcare Partners.

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Not Disclosed

has been acquired by

William Blair acted as the exclusive financial advisor to Pragmatic Institute, a portfolio company of Renovus Capital Partners, in connection with its sale to MidOcean Partners.

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Not Disclosed

has been acquired by

William Blair acted as exclusive financial advisor to Knowledge Diffusion, Inc. in connection with its sale to Elsevier, part of RELX.

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$325,000,000

has received a significant strategic investment from

William Blair acted as exclusive financial advisor to Ubiquity Global Services in connection with its strategic investment from BV Investment Partners.

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Not Disclosed

has combined with

William Blair acted as the exclusive financial advisor to Carrus, a portfolio company of Revelstoke Capital Partners, in connection with its combination with Penn Foster.

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$349,140,000

Initial Public Offering

Not Disclosed

a subsidiary of Ingram Content Group

has been acquired by

Not Disclosed

has received a strategic investment from

Not Disclosed

has acquired

Not Disclosed

has been acquired by

Not Disclosed

has been acquired by

William Blair acted as the exclusive financial advisor to Project Management Academy (PMA), a portfolio company of Leeds Equity Partners, in connection with its sale to Morgan Stanley Capital Partners.

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Not Disclosed

has been acquired by

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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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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
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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.*

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1935

Year William Blair was founded

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1,950+

Employees worldwide

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132 billion+

Client assets

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89 Years

Independent and employee-owned

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20+

Offices worldwide

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~650

Companies under coverage

As of December 31, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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