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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

  • Investment Banking

    CallRevu Has Been Acquired by Astira Capital Partners

    William Blair acted as the exclusive financial advisor to CallRevu, a portfolio company of Serent Capital, in connection with its sale to Astira Capital Partners.

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  • Investment Banking

    William Blair Acts as Joint Active Bookrunner on BillionToOne’s Initial Public Offering

    William Blair acted as a joint active bookrunner on the $314.0 million initial public offering for BillionToOne, Inc. (Nasdaq: BLLN), a high-growth, commercial-stage precision diagnostics company transforming healthcare through its proprietary single-molecule next-generation sequencing (smNGS) platform.

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  • Investment Banking

    PSG Equity Has Made a Minority Investment in SavvyMoney

    William Blair served as exclusive financial advisor to PSG Equity (PSG) in connection with its minority investment in SavvyMoney, a portfolio company of Spectrum Equity.

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  • 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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Awards and Recognition

  • Private Wealth Management

    The Cultra Wealth Management Group Recognized as a Top Team by Forbes

    Congratulations to the Cultra Wealth Management Group for being named on Forbes magazine’s America’s Top Wealth Management Teams list, released November 12.

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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 Honored as One of the Top Workplaces in Chicago for 2025

    William Blair was named one of Chicago’s Top Workplaces for 2025 by the Chicago Tribune on November 5.

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  • 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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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

    Marcelo Assalin Quoted in IPE’s Emerging Markets Debt Issue

    William Blair Investment Management portfolio manager Marcelo Assalin was included in financial services sector magazine IPE’s focus coverage on emerging markets debt as an asset class in the current investing landscape.

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  • Investment Banking

    Stewart Licudi Discusses European Investment Banking Trends, Firm Growth in S&P Global

    William Blair’s head of European investment banking Stewart Licudi was featured in S&P Global Market Intelligence, where he outlined investment banking and private equity investing trends in 2025 as well as William Blair’s recent growth and planned expansion in the market.

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  • Investment Banking

    Axios Cites Biopharma Investment Banking’s “Quarterly Rx” Report

    Axios turned to William Blair’s Biopharma investment banking group and its “Quarterly Rx” report for insights in a recent story on IPO and investing activity in the sector.

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  • Equity Research

    Jed Dorsheimer Joins CNBC’s “Squawk Box” to Discuss Tesla Q3 Unit Delivery Numbers

    William Blair equity research analyst Jed Dorsheimer was a featured guest on CNBC’s “Squawk Box” to discuss the implications of the auto manufacturer’s Q3 2025 unit delivery numbers.

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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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