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William Blair News

Keep up to date on our recent transactions, announcements, and events.

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News and Events

  • KKR Has Recapitalized DentalXChange

    William Blair acted as the exclusive financial advisor to KKR in their recapitalization of DentalXChange, a portfolio company of Bregal Sagemount.

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  • William Blair Analysts Build Desktop, Donate to Global Community Partner

    William Blair equity research analysts build a computer during a live demonstration at the firm's Growth Stock Conference and will donate it to Global Community Partner Horizons for Youth.

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  • William Blair Acts as Joint Bookrunner on Accelerant’s Initial Public Offering

    William Blair acted as a joint bookrunner on a $832 million initial public offering for Accelerant Holdings (NYSE: ARX), a data-driven risk exchange connecting underwriters of specialty insurance risk with risk capital providers.

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  • Datasite Has Acquired Blueflame AI

    William Blair acted as the exclusive financial advisor to Datasite, a portfolio company of CapVest Partners, in connection with its acquisition of Blueflame AI.

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  • AccuLynx Has Agreed to be Acquired by Verisk

    William Blair acted as exclusive financial advisor to AccuLynx in connection with its pending acquisition by Verisk Analytics.

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  • Vertiv Holdings Co.: Initiation of Research Coverage

    William Blair initiated research coverage of Vertiv Holdings Co. (VRT $130.87), a global leader in the manufacturing, design, and servicing of critical digital infrastructure for data centers, communication networks, and commercial and industrial end-markets.

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  • FMX Has Received a Strategic Growth Investment from Luminate Capital Partners

    William Blair acted as exclusive financial advisor to FMX in connection with its strategic growth investment from Luminate Capital Partners.

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Awards and Recognition

  • Eight William Blair Colleagues Named Top Next-Gen Wealth Advisor Best-in-State by Forbes

    Congratulations to the firm’s largest group to make Forbes’ annual listing, released on August 6.

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  • Top Wall Street Analysts

    TipRanks acknowledged seven William Blair equity research analysts among the top 10%, reflecting their ability to outperform their peers with expertise and stock selection.

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  • William Blair Among the Most Charitable Companies in Massachusetts

    William Blair is honored to be named in the Boston Business Journal's annual Corporate Citizenship Awards, recognizing the region’s top corporate charitable contributors.

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  • Barron’s Names Four William Blair Colleagues as Top 100 Women Advisors

    Congratulations to Lindsey Holton, Laura Linger, Sarah Mercurio, and Jackie Moss on being recognized on Barron’s annual list, released on July 18.

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  • William Blair Receives Financial Services Top Workplaces 2025 Recognition

    William Blair was recognized as a Financial Services Top Workplaces 2025 award recipient on July 16.

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  • Celebrating Our 2025 William Blair Cares Awards Recipients

    We are pleased to announce the recipients of the 2025 William Blair Cares Awards, an annual recognition program celebrating employee-led and -inspired volunteerism.

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In The Media

  • Nation’s Restaurant News Cited Sharon Zackfia’s Perspective on Chipotle

    Adaptations to Chipotle’s marketing and menu strategy appear to be making inroads with customers, according to many Wall Street analysts, including William Blair research analyst Sharon Zackfia.

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  • Trevor Romeo Quoted in Barron’s

    William Blair research analyst Trevor Romeo was quoted in a Barron’s story that focused on the opportunity that lies with equity investments in waste hauling and similarly related businesses.

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  • Richard de Chazal Outlines Retail Trends for the Associated Press

    William Blair macro analyst Richard de Chazal was quoted by the Associated Press in its coverage of how ongoing trade policy uncertainty is shifting consumer sentiment and its overall impact on the retail sector.

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  • William Blair Receives Financial Services Top Workplaces 2025 Recognition

    William Blair was recognized as a Financial Services Top Workplaces 2025 award recipient on July 16.

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  • Alaina Anderson Guests on In the Nasdaq Video Series

    William Blair Investment Management portfolio manager Alaina Anderson was the featured guest on In the Nasdaq, a video series led by industry publication Investment News.

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Contact Us

Please contact Padraic Swanton with any media-related inquiries or to request a complete media kit.

+1 312 364 5290
pswanton@williamblair.com

For inquiries related to Equity Research, please contact Chris Thonis.

+1 312 364 8565
cthonis@williamblair.com

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