a portfolio company of Caltius Equity Partners
has received a majority investment from
Managing Director, Financial Services
Derek Smith is a managing director for William Blair based in the firm’s Chicago office. He joined William Blair’s investment banking team in 2024. Before William Blair, he worked for Waller Helms Advisors, Macquarie Capital, CNA Financial, and General Electric.
Economic Club of Chicago
a portfolio company of Caltius Equity Partners
has received a majority investment from
has acquired
a portfolio company of Francisco Partners
a portfolio company of Warburg Pincus and JMI Equity
has received a majority investment from
William Blair acted as the exclusive financial advisor to Businessolver, a portfolio company of Warburg Pincus and JMI Equity, in connection with its majority investment from Stone Point Capital.
Read moreOur investment bankers are 100 percent committed to your organization’s sustained success. By drawing on our deep industry and product experience as well as our dedicated global resources, we provide advisory and financing services that allow you to capitalize on today’s opportunities and anticipate tomorrow’s challenges.
More about investment banking at William BlairFinancial services investment banking at William Blair draws on the firm’s deep expertise and relationships throughout the sector to deliver objective advice and execution excellence. We have built a leading franchise helping financial services companies maximize the value of their businesses. Our clients turn to us for outstanding execution for their M&A advisory and capital-raising objectives.
The strength of our relationships with strategic and financial buyers in the financial services sector and our global reach have allowed us to deliver outstanding results for our clients.
More about our financial services expertiseWilliam Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of June 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.
Copyright © 2022 William Blair & Company, L.L.C. | Privacy Terms
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