William Blair News
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News and Events
Private Wealth Management
William Blair Expands Private Wealth Management Team in Philadelphia With Three Veteran Advisors
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the expansion of the firm’s Private Wealth Management presence in Philadelphia with the addition of Fernberger Wealth Management.
Read moreEquity Research
UL Solutions Inc.: Initiation of Research Coverage
William Blair initiated research coverage of UL Solutions Inc. (ULS $35.40), a leading global provider of testing, inspection, and certification (TIC) services and related software and advisory solutions.
Read moreInvestment Banking
Nordic Capital Has Made a Strategic Investment in One Inc
William Blair acted as the exclusive financial advisor to Nordic Capital in connection with its strategic investment in One Inc, a portfolio company of Great Hill Partners.
Read moreInvestment Banking
Fleet Has Been Acquired by Vessco Water
William Blair acted as exclusive financial advisor to G.A. Fleet Associates and Fleet Pump, in connection with its sale to Vessco Water, a portfolio company of Gryphon Investors.
Read moreInvestment Banking
Storable Has Acquired Newbook
William Blair acted as the exclusive financial advisor to Storable, Inc., a portfolio company of EQT, in connection with its acquisition of Newbook, a portfolio company of Potentia Capital.
Read moreEquity Research
AAON, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of AAON, Inc. (AAON $89.90), a manufacturer of semi-custom and custom commercial HVAC systems.
Read moreInvestment Banking
Duomed Has Entered Into Exclusive Negotiations to be Acquired by Palex
William Blair acted as the exclusive financial advisor to Duomed Group, a portfolio company of G Square Healthcare Private Equity, in connection with the contemplated sale to Palex Medical, a portfolio company of Apax Partners and Fremman Capital.
Read moreAwards and Recognition
Private Wealth Management
Three William Blair Advisors Ranked Top 100 in America by Barron’s; Four Teams Make Top 250 Teams List
William Blair is proud to announce John Cultra , Craig Savage , and Tom Wilson were named to Barron’s 2024 Top 100 Financial Advisors in America list, released on May 10.
Read morePrivate Wealth Management
Record-Breaking 26 William Blair Wealth Advisors Named to Forbes Best-in-State and Top Wealth Advisors Lists
Congratulations to William Blair’s wealth advisors recognized by Forbes, the firm’s largest group, to make the magazine’s annual listings released on April 3.
Read moreCorporate
William Blair Receives 2024 Top Workplaces USA Award
William Blair earned the 2024 USA Today Top Workplaces during an awards ceremony held on March 20 in New York.
Read moreInvestment Management
Stephanie Braming Named an Influential Woman in U.S. Finance
Stephanie Braming, CFA, Partner, Global Head of William Blair Investment Management, was named one of the 100 Most Influential Women in U.S. Finance by Barron’s for a third consecutive year.
Read morePrivate Wealth Management
Barron’s Honors 15 William Blair Wealth Advisors Top in State
Barron’s magazine ranked 15 William Blair wealth advisors as top in state in its 2024 list released on March 8. Honorees were from Georgia, Illinois, and Maryland.
Read moreInvestment Management
Stephanie Braming Named a Trailblazing Woman
The National Association of Securities Professionals has named Stephanie Braming, CFA, partner, global head of William Blair Investment Management, a 2024 Trailblazing Woman.
Read moreIn The Media
Investment Banking
AviationPros Podcast: Addressing Trends and Concerns in the FBO Industry
Josh Ollek, managing director of William Blair’s Aerospace, Defense, and Government Services team, recently joined the AviationPros Podcast. Ollek discussed how high demand for private aviation—spurred by persistent delays and cancellations on commercial flights—has created a hangar shortage across the country. He also outlined electrification trends in private travel and among fixed-base operators.
Listen to the podcastEquity Research
Dylan Carden Quoted in Investor’s Business Daily
William Blair research analyst Dylan Carden was quoted by Investor’s Business Daily in their coverage of the “Big Spring Sale” announcement by Amazon.
Read moreInvestment Management
Yvette Babb Quoted on Senegalese Elections in Reuters
William Blair Investment Management portfolio manager Yvette Babb was quoted in Reuters on the topic of elections in Senegal and how the outcome could impact investors focused on opportunities in the African country, specifically the bond market.
Read moreInvestment Banking
PEHub Explores Private Equity’s Appetite for Retirement Solution Providers with Josh Funt
William Blair investment banking director Josh Funt was quoted in PEHub, where he shared his outlook on private equity’s interest in, and the socioeconomic impacts on, companies providing retirement plan management solutions to employees.
Read moreInvestment Management
Stephanie Braming Named an Influential Woman in U.S. Finance
Stephanie Braming, CFA, Partner, Global Head of William Blair Investment Management, was named one of the 100 Most Influential Women in U.S. Finance by Barron’s for a third consecutive year.
Read moreContact Us
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