Investment Banking

Through our global reach and deep sector expertise, William Blair’s advisory and financing capabilities help business owners and executives capitalize on opportunities for growth and liquidity.

Managing your wealth after the transactionWilliam Blair’s private wealth clients benefit from direct access to the firm’s comprehensive investment banking capabilities. Having completed more than 850 transactions totaling more than $200 billion in value since 2011, William Blair has built a leading investment banking franchise.

Our investment banking capabilities are uniquely suited to help owners and executives optimize the value of their businesses:

  • Mergers and acquisitions: In 2015 our bankers completed more than 95 M&A transactions totaling a record $31 billion in value for the firm’s clients. More than 55% of the firm’s sell-side transactions were sold to a strategic buyer.
  • Debt and equity capital advisory: Through our deep expertise in debt and equity capital markets, we help companies strengthen their capital structures and access growth capital. In 2015 we completed more than $30 billion in financing transactions on behalf of our clients.
  • Focus on long-term relationships: As a private partnership, William Blair is steadfastly focused on our clients’ long-term success. In 2015 more than 65% of our investment banking business came from repeat clients.
  • Clearing the global market: With more than 325 bankers in offices across 17 countries, William Blair has relationships with leading strategic buyers, private equity firms, and family offices around the world.
  • Broad experience with founder-owned and closely held businesses: We have a deep understanding of the dynamics related to founder-owned or other closely held businesses. Over the last five years, we have completed more than 250 M&A and financing transactions for founder-owned businesses.

In addition to helping owners optimize the value of their businesses, our wealth planners provide pre- and post-transaction advice to guide owners through the myriad tax, estate planning, and wealth management decisions associated with a major liquidity event. Learn more about our investment banking capabilities.