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


Colorful concentric circles on a black backgroundHow COVID-19 is Impacting the Insurance Industry | April 2020

Based on conversations with management teams and investors, we examine how the pandemic is shaping near- and longer-term market conditions for insurance brokers, P&C carriers, claims service providers, and warranty and F&I administrators.

Colorful concentric circles on a black backgroundInsurance Services Draws Heightened Late-Cycle M&A Interest | November 2019

Insurance services companies have seen a surge in M&A interest, valuations, and activity over the past few years driven by a combination of factors.


Michael Gebo
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Aaron Van Osdol
+1 312 801 7804

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William Blair's equity research coverage includes nearly 600 companies, including special emphasis on financial services companies.

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