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Our library of white papers, market updates, podcasts, and other resources is designed to provide you with actionable intelligence for emerging opportunities.

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Our Latest Insights

  • Private Wealth Management

    Four Pre-Liquidity Considerations From the One Big Beautiful Bill Act

    The passage of the One Big Beautiful Bill Act (OBBBA) has major implications for business owners and pre-liquidity planning.

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    Private Wealth Management

    Risk: Understanding and Managing an Inevitable Part of Investing

    Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.

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  • Investment Banking

    How Embedded Finance Drives Enterprise Value and Increases Multiples for SaaS Platforms

    Embedded finance continues to be a highly promising growth opportunity for software platforms looking to expand into multiproduct businesses that allow their customers to have an integrated user experience and consolidate vendors.

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  • Private Wealth Management

    The Great Wealth Transfer: Five Actionable Steps

    With the Great Wealth Transfer on the horizon, there’s no greater moment than the present to take action on your financial future.

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  • Investment Banking

    The Quarterly Rx: Q3 2025 U.S. Biopharma Recap

    Biopharma bounced back in the third quarter, powered by the year’s first rate cut, a steady run of big M&A, and a wave of positive clinical data, especially from the latest IPO class.

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  • Navigating Your Way to the Next Level of Wealth

    The sale of a business or a recapitalization can often elevate an entrepreneur to a dramatically higher level of wealth.

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  • 10 Questions to Ask Yourself Before Selling Your Business

    The most critical decisions about selling your business are the ones made well before any potential buyers have been contacted.

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  • Financial Planning Following a Liquidity Event

    Selling or recapitalizing your business may dramatically increase your level of wealth, which allows you new opportunities.

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  • Private Wealth Management

    Pre- and Post-Transaction Planning Checklist

    Proactive pre- and post-transaction wealth planning can affect your strategy as you consider the sale of your business.

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  • Client Focus

    Inside the Consumer-Centric Healthcare Market

    The future of healthcare is shaped by convenience, personalization, and digital-first care. William Blair’s Ryan Daniels discusses how companies align with the new healthcare consumer and what’s driving value in the consumer-centric healthcare market.

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  • Client Focus

    Healthcare Information Technology Seeing Continued Strength

    William Blair Investment Banking directors share key insights on a market defined by regulation, resiliency, and rapid evolution.

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  • Brent Gledhill
    Client Focus

    CEO Perspective: Investing in the Future of Healthcare

    The transformation of the healthcare industry presents both promise and complexity. Brent Gledhill discusses what emerging healthcare themes mean for investors, donors, and consumers.

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  • Client Focus

    Maximize Your Wealth Strategy With an HSA

    A health savings account is a powerful tool that extends beyond managing healthcare costs. Understanding its structure is key to unlocking its full value.

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  • Client Focus

    How a Cancer Diagnosis Changed a Family Foundation’s Giving

    Learn how William Blair clients are engaging in multigenerational philanthropic giving to invest in research, advocacy, and patient education.

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Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

For disclosure information, please visit www.williamblair.com/disclosures