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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

  • Equity Research

    William Blair Initiates Coverage of Five Companies in the Rare Earth Industry

    William Blair initiated research coverage of USA Rare Earth, Inc. (USAR $28.54), United States Antimony Corporation (UAMY $12.56), American Resources Corporation (AREC $4.25), NioCorp Developments Ltd. (NB $8.30), and Royalty Management Holding Corporation (RMCO $2.96).

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  • Equity Research

    Climb Bio, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Climb Bio, Inc. (CLYM $1.88), which is developing high-impact medicines for patients living with autoimmune diseases, with the CD19 antibody budoprutug as its lead program.

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  • Equity Research

    William Blair Initiates Coverage of Two Oil and Gas Companies

    William Blair initiated research coverage of Expand Energy Corporation (EXE $102.68) and EQT Corporation (EQT $53.66), two leading natural gas producers with operations concentrated in the Appalachian Basin.

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  • Investment Banking

    William Blair Serves as Exclusive Financial Advisor to Vantaca in its Minority Growth Investment From Cove Hill Partners

    William Blair acted as the exclusive financial advisor to Vantaca in connection with its $300-plus million minority growth investment from Cove Hill Partners at a $1.25 billion valuation.

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  • Equity Research

    Pattern Group Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Pattern Group Inc. (PTRN $13.32), the category leader for global e-commerce and marketplace acceleration.

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  • Equity Research

    Circle Internet Group, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Circle Internet Group, Inc. (CRCL $132.94). Circle is the issuer of USDC, the second-largest stablecoin in the world by market capitalization, which is a regulated digital currency that is 1:1 redeemable for U.S. dollars and fully backed by liquid reserves.

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  • Equity Research

    Netskope, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Netskope, Inc. (NTSK $21.96), a leading provider of secure access service edge (SASE) solutions designed to help customers modernize their network security architectures.

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Awards and Recognition

  • Private Wealth Management

    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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  • Equity Research

    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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  • Corporate

    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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  • Private Wealth Management

    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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  • Corporate

    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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  • Corporate

    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

  • Investment Banking

    Matt Zimmer Discusses Deal Outlook, PE Strategy, Secondaries on Bloomberg TV

    Global Head of Investment Banking Matt Zimmer recently appeared on Bloomberg TV’s “Open Interest” program.

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  • Investment Management

    Vivian Lin Thurston Joins CNBC to Outline Chinese AI, Tech Investments

    William Blair Investment Management portfolio manager Vivian Lin Thurston was on CNBC’s Worldwide Exchange, where she outlined the opportunities and risks associated with Chinese investments following its government’s investment in AI and other technologies, as well as other macroeconomic factors.

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  • Equity Research

    Sebastien Naji Shares Perspective on Nvidia Partnership With OpenAI in The Wall Street Journal

    William Blair equity research analyst Sebastien Naji was quoted in The Wall Street Journal following the announcement by Nvidia and OpenAI on a new partnership that will enable faster development of AI technology.

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  • Investment Management

    Yvette Babb Quoted in Reuters

    William Blair Investment Management portfolio manager Yvette Babb was quoted in a Reuters story focused on investing in Lebanon’s distressed debt products.

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  • Investment Management

    Olga Bitel Guests on Excess Returns Podcast

    William Blair global strategist Olga Bitel was the guest on the Excess Returns podcast, where she discussed her “Perpetual Growth Machine” framework, Bitel’s outlook on investing related to companies and opportunities that arise from unmet global needs.

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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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