William Blair & Company Expands Software Coverage With Analyst Promotion

Friday, September 27, 2019

William Blair, a global investment banking and asset management firm, is pleased to announce the expansion of its software research franchise. Arjun Bhatia, who joined the firm in 2017, will be promoted to analyst in William Blair's equity research team.

"The rise of cloud and software-as-a-service has meaningfully altered the landscape in most industries over the past decade, yet we remain in the early innings of the digital revolution," said Bhavan Suri, co-group head–technology, media, and communications. "Over the coming years, we believe software will continue to play a critical role in driving digital transformations for businesses of all sizes as organizations seek to enhance the customer and employee experience and ultimately build a competitive advantage. We are committed to providing our clients unique insights and high-impact service in this critical sector."

With Mr. Bhatia's promotion, William Blair's technology equity research team will grow to 11 analysts, with 5 analysts dedicated to enterprise software. His coverage will span enterprise software companies in customer relationship management, collaboration, and workflow automation. Mr. Bhatia graduated from Emory University with a Bachelor of Business Administration and is a CPA.

"Arjun has excelled in his time at William Blair and his promotion will enable us to expand our presence in the enterprise software sector by providing deep research and high value to our clients," said John O'Toole, director of research. "We remain committed to expanding our presence in the sector as software continues its disruptive path across industries."

William Blair is the 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.

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