In the Media
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Marcelo Assalin Publishes Article on Post-Election EM Debt Outlook in Germany’s IPE D.A.C.H.
William Blair Investment Management portfolio manager Marcelo Assalin was published in Germany’s IPE D.A.C.H., where he shared his team’s outlook on emerging market debt investments following the election of Donald Trump.
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Marcelo Assalin Discusses Potential Interest Rate Impact of U.S. Election With Asian Investor
William Blair Investment Management portfolio manager Marcelo Assalin was quoted in an Asian Investor’s outlook article focused on the potential impact on interest rates following the election of Donald Trump.
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Julien Lucas Discusses Packaging Sector with PEHub
Julien Lucas, a London-based director in the firm’s Industrial Growth Products investment banking group, was quoted in PEHub on the topic of private equity’s current interest in packaging sector companies and the market forces behind investments in these companies.
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Yvette Babb Comments on Africa’s Climate Transition in Global Capital
Following her discussion on a panel at the Institute of International Finance’s annual meeting in Washington, William Blair Investment Management portfolio manager Yvette Babb’s perspective was included in a story in Global Capital about investing in Africa’s climate transition efforts.
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Jerry Darko Featured in The Deal
William Blair’s Jerry Darko, managing director and investment banking lead for the front-office software and internet sectors, was featured prominently in The Deal, where he discussed the opportunity presented by AI for digital asset management software and what it means for investors in those companies.
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Waste Today Highlights Firm’s New Equity Research Coverage in Waste Sector
William Blair research analyst Trevor Romeo in October initiated research coverage on three companies in the solid waste and recycling industry, and sector trade publication Waste Today featured the announcement. The companies included: WM, Republic Services Inc., and Casella Waste Systems Inc.
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Adam Filkin Quoted in Middle Market Growth
Adam Filkin, managing director and head of Consumer Products & Services investment banking at William Blair, was quoted in Middle Market Growth, where he discussed the state of M&A activity and private equity investment in retail companies as consumer spending habits remain a bit of a rollercoaster.
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Brian Flynn Published in Packaging Technology Today
William Blair’s Brian Flynn, managing director in the firm’s Industrial Growth Products investment banking group, contributed an article for industry publication Packaging Technology Today focused on how packaging sustainability demand for consumer packaged goods is impacting M&A activity.
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Stewart Licudi Discusses European PE Activity in Real Deals
William Blair Investment Banking managing director Stewart Licudi was quoted in European private equity publication Real Deals in an outlook piece highlighting the key trends and policy decisions driving activity in M&A and private equity investment in 2024.
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Ward Sexton and Dan Crowe Named to Euro Stars 2024
Ward Sexton, CFA, partner, portfolio manager on William Blair’s Small Cap Growth and Small-Mid Cap Core strategies, and Dan Crowe, CFA, partner, portfolio manager on William Blair’s Small-Mid Cap Growth and Small-Mid Cap Core strategies, have been listed among Europe’s top fund managers in Citywire’s Euro Stars 2024 list.
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Jerry Darko Quoted in The Information
William Blair’s Jerry Darko, technology investment banking lead for the front-office software and internet sectors, was quoted in industry publication The Information, where he discussed the current M&A and private equity investing trends for e-commerce technology providers.
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Jake Stuiver Highlights Oil-and-Gas Secondaries Market in Wall Street Journal Private Equity Pro
Jake Stuiver, a director in William Blair’s Private Capital Advisory team focused on secondaries investing, was quoted in The Wall Street Journal’s Private Equity Pro, where he shared his outlook for investments specifically in the oil-and-gas sector.
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Marcelo Assalin Published in Hong Kong Economic Times
William Blair Investment Management portfolio manager and head of emerging market debt Marcelo Assalin was published in the Hong Kong Economic Times, sharing his perspective in a column focused on the impact of an increase to U.S. tariffs on inflation.
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Vivian Lin Thurston Quoted in China-Focused German Investing Magazine
William Blair Investment Management portfolio manager Vivian Lin Thurston was quoted in China-focused German investing magazine Investment Plattform China/Deutschland where she discussed macro factors impacting the economy in the country.
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Raphael Grunschlag Discusses Tech M&A in Sifted
Raphael Grunschlag, managing director on William Blair’s technology Investment Banking team, was quoted in Sifted, a leading European publication focused on the continent’s start-up community, where he discussed private equity’s current appetite for start-up companies, including William Blair client LumApps.
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Kevin Eisele Quoted in The Wall Street Journal’s Venture Capital Pro
Kevin Eisele, managing director, healthcare equity capital markets for William Blair, was quoted in The Wall Street Journal’s Venture Capital Pro where he discussed the firm’s quarterly biopharma report findings and the current landscape for smaller-cap biopharma companies, the potential for IPOs in the sector, and more.
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Patrick Nally Featured in Middle Market Growth’s Industrial Report
William Blair’s Patrick Nally, managing director on the industrial growth products Investment Banking team, was featured in Middle Market Growth magazine’s recent industrial report, where he discussed the M&A landscape for the industrial and facilities management sectors.
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Marcelo Assalin Profiled by Citywire Selector
William Blair Investment Management portfolio manager and head of emerging markets debt Marcelo Assalin was profiled by financial industry publication Citywire Selector, where his 30-year career and background in emerging markets investing was celebrated.
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Government Contractor, Cybersecurity Policy Report Cited by Mergers & Acquisitions
A report from William Blair’s aerospace, defense, and government services team in collaboration with Arnovia, a premier provider of transaction and growth strategy services to the aerospace, defense, and government services markets, was quoted by Mergers & Acquisitions related to the CMMC 2.0 policy regulating government contractors with the intention of protecting the government from cyberattack.
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Three William Blair Clients Named in Middle-Market Deals of the Year by Mergers & Acquisitions
Congratulations to William Blair clients Authentic Restaurant Brands, Banyan Acquisition Corp., and CorEvitas LLC for being recognized on Mergers & Acquisitions’ list of 2024 Middle-Market Deals of the Year.
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Brandon Bauer Featured in PE Hub’s Newsletter
William Blair’s Brandon Bauer, vice president on the firm’s supply chain and commercial services Investment Banking team, was quoted in PE Hub’s newsletter where he highlighted the attractiveness of waste and recycling companies for private equity investors.
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Greg South Quoted in Middle Market Growth’s Tech M&A Report
Greg South, managing director on William Blair’s technology investment banking team, was quoted in Middle Market Growth, a publication of the Association of Corporate Growth, for its story titled “Tech Dealmakers Tread Lightly as M&A Stabilizes.”
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Brian Oleniczak, Maggie Wilmouth Quoted by Women’s Wear Daily
William Blair’s Brian Oleniczak and Maggie Wilmouth, both directors on the firm’s consumer & retail investment banking team, were quoted by Women’s Wear Daily, where they shared their insights into what’s driving private equity’s interest in the companies—manufacturers, packagers, and more—behind the top names in cosmetics.
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Alexandra Symeonidi Quoted in Germany’s Deutsche Pensions and Investments
Alexandra Symeonidi, corporate credit analyst in William Blair Investment Management’s Emerging Markets Debt team, was quoted in Germany’s Deutsche Pensions and Investments, where she discussed the impact of precious metals on energy investment opportunities in emerging markets.
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Business Insider Profiles Jim Golan’s Investment Perspective
William Blair Investment Management portfolio manager Jim Golan and the firm’s Large Cap Growth strategy that he comanages with David Ricci were profiled by Business Insider, where Golan discussed his investment thesis and the stocks he’s “especially bullish about” at the moment.
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Eric Bukovac Discusses Infrastructure Investments with Infralogic
William Blair’s Eric Bukovac, a director in the firm’s aerospace defense and government contracts investment banking group, recently connected with infrastructure investing publication Infralogic, where he discussed the current landscape for M&A activity in the sector and how private equity firms are looking to the providers of infrastructure asset support systems—and specifically “infrastructure asset intelligence” providers—as opportunistic investments for their infrastructure funds.
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Jared Lou Quoted in Financial Times
William Blair Investment Management emerging markets debt portfolio manager Jared Lou was quoted in the Financial Times in its coverage of Brazil President Luiz Inácio Lula da Silva’s decision to soften its budget surplus target and associated policies, leading to uncertainty among investors in assets in the Latin American country.
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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.
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Josh Walshe Profiled by Citywire Pro Buyer
Josh Walshe, William Blair’s manager of PWM Research and Consulting Services, was profiled by Citywire Pro Buyer, where he discussed the firm’s approach and priorities for model portfolio guideline development and how the team generates its list of recommended investments in 2024 and beyond.
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Mats Eltoft Highlights Investments in the Nordics for Citywire Selector
William Blair Investment Management business development and client relationship management professional Mats Eltoft connected with Citywire Selector to discuss how the Nordic region’s investment vehicles present themselves to international investors looking for cross-border asset opportunities.
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Kevin Eisele Discusses First-Quarter Biotech Capital Raising Trends with The Wall Street Journal
Kevin Eisele, managing director on William Blair’s equity capital markets team, joined The Wall Street Journal’s Venture Capital Pro Newsletter team to discuss how venture capital fundraising growth for biotech companies has exceeded 2023’s first quarter.
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Andrew Jessen Outlines First Quarter 2024 Deal Activity for Reorg
Andrew Jessen, managing director and co-head of M&A at William Blair, connected with financial services industry publication Reorg to showcase an increase in deal pitch activity and sales process launches through the first quarter of 2024.
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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.
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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.
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Alaina Anderson Guests on Moneylife Podcast
William Blair Investment Management portfolio manager Alaina Anderson was the featured guest on the Moneylife podcast, hosted by investing industry veteran Chuck Jaffe, where she discussed her outlook for U.S. interest rates, their impact on the dollar abroad, and investments in countries like Japan and China.
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Vivian Lin Thurston Shares Perspective on Chinese Rally with South China Morning Post
William Blair Investment Management portfolio manager Vivian Lin Thurston was quoted in the South China Morning Post in their coverage of the recent rally – the best since the post-COVID reopening of the country’s economy – of Chinese investments.
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Sharon Zackfia’s “The Dining Download” Cited by Restaurant Dive
William Blair research analyst Sharon Zackfia’s recent “The Dining Download” —a research note focused on the quick service sector—was quoted by Restaurant Dive in their story focused on digital sales figures posted by leading chains in 2023.
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Rob Lanphier Outlines Opportunities in SMID Funds for Citywire Selector
William Blair Investment Management portfolio specialist Rob Lanphier was quoted by Citywire Selector on the topic of small- and midcap – or SMID – funds as an attractive investment vehicle because of the diverse sectors of business and growth potential of the companies therein.
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Alexandra Symeonidi Shared Metals Outlook With Guest Article in IPE DACH
William Blair Investment Management corporate credit analyst Alexandra Symeonidi published a guest column in IPE DACH, titled “Metals of the future - demand dynamics in the driver’s seat,” in which she discussed how investment opportunities and considerations for the copper, lithium, and nickel markets are rapidly changing.
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Trevor Romeo Highlights How Healthcare Workers Drive Jobs Numbers in Yahoo! Finance
William Blair research analyst Trevor Romeo was quoted in Yahoo! Finance discussing how the increased demand for healthcare workers throughout the COVID-19 pandemic has continued and is still contributing positively to U.S. job growth numbers today.
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Sharon Zackfia Comments on Chipotle’s Plan for Average Store Sales Growth in Restaurant Dive
William Blair research analyst Sharon Zackfia was quoted in Restaurant Dive’s coverage of Chipotle’s plan to increase average store sales volume from $3 million per store in 2023 to more than $4 million per store in the future.
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Ken McAtamney Publishes 2024 Outlook Article in Germany’s Cash
William Blair Investment Management’s head of the global equity team and portfolio manager Ken McAtamney was published in German financial services magazine Cash where he outlined many of the key economic themes he is monitoring for 2024.
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Private Capital Advisory’s Addition of Daniel Budde, Tom Lewis, and Silke Wood Makes Headlines
William Blair’s Private Capital Advisory team this February announced the addition of three senior bankers to the team. Several financial services industry publications covered the news, including Buyouts, which highlighted the team’s overall growth and expansion to Europe.
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Jared Lou joins InvestmentNews’ Segment “In the Nasdaq” to Discuss Emerging Markets Debt
William Blair Investment Management portfolio manager Jared Lou sits down with InvestmentNews anchor Gregg Greenberg in a recent video segment to explain why he believes emerging market debt looks attractive now.
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Vivian Lin Thurston Outlines Outlook for Chinese Investments in Barron’s
William Blair Investment Management portfolio manager Vivian Lin Thurston shared her outlook on Chinese investments as the economic uncertainty in the country continues and how resulting opportunities have the potential to emerge.
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Yvette Babb Outlines Africa’s Eurobonds in African Business
William Blair Investment Management portfolio manager Yvette Babb was quoted in African Business discussing her perspective on the investor appetite for Africa’s Eurobonds and the market conditions impacting debt opportunities on the continent.
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Sharon Zackfia Featured in The Wall Street Journal
William Blair research analyst Sharon Zackfia was featured in the The Wall Street Journal, where she added her perspective on how the automotive dealership industry has benefited from a strategy started in the supply-chain-impacted COVID era—buying up used cars from individuals in droves to ensure that inventory and profit numbers are strong.
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Daniel Wood Quoted in Citywire Selector
William Blair Investment Management portfolio manager Daniel Wood was quoted in Citywire Selector’s coverage of emerging market countries in Eastern Europe, outlining the risks and opportunities that currently exist in those countries, specifically related to their debt markets.
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Eric Sanschagrin, Andreas Mentzer Share Outlook for Nordic, Tech M&A Activity With PEHub Europe
William Blair’s Eric Sanschagrin, a technology sector investment banker based out of the firm’s London office, and financial sponsors group managing director Andreas Mentzer, recently sat down with PEHub Europe to discuss the outlook for M&A activity in the Nordics, the European technology market, and for investors across Europe as we approach Q1 2024.
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Kevin Eisele Shares Outlook for VC Investment in Biotech Companies in The Wall Street Journal
William Blair’s Kevin Eisele, managing director on the firm’s equity capital markets team, connected recently with The Wall Street Journal to discuss the current trends surrounding venture capital’s appetite for investments in biotech companies.
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Brian Doyle Quoted in Middle Market Growth’s Healthcare Update
William Blair investment banking’s Brian Doyle was featured in Middle Market Growth, a publication of the Association for Corporate Growth, “Healthcare Report 2023,” where he discussed the pharma industry companies that are attracting private equity investors and driving M&A activity in the sector.
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Sprague Von Stroh Joins Private Capital Advisory Team, Draws Headlines
William Blair recently announced the addition of Sprague Von Stroh as a managing director focused on fund placement to the Private Capital Advisory group, continuing the firm’s growth on the PCA team. The news made headlines across key publications covering M&A and private equity.
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Brian Flynn Featured in PEHub
William Blair’s head of North American packaging industry investment banking, Brian Flynn, was featured in PEHub, discussing his outlook for the “thawing” of the M&A and private equity market for packaging industry companies, citing several macro and sector-specific factors.
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Stephanie Braming Highlighted by Pensions & Investments in 50th Anniversary Issue
William Blair’s global head of investment management, Stephanie Braming, was featured in the 50th anniversary issue of Pensions & Investments magazine, where she discussed indexing and private markets as key “disruptors” in the future.
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Daniel Wood Quoted by Reuters on Impact of Polish Election on Country’s Capital Markets
William Blair Investment Management emerging markets debt portfolio manager Daniel Wood was quoted in Reuters, discussing the impact of Poland’s presidential election on the country’s capital markets and investment vehicles.
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Richard de Chazal Adds Perspective to Consumer Price Index Reporting for Axios
William Blair macro analyst Richard de Chazal was quoted by Axios in its coverage of September 2023’s Consumer Price Index (CPI), a report that reaffirmed for investors that the economy is still being bogged down by lasting inflation.
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Margaret Kaczor Quoted in CNBC
William Blair research analyst Margaret Kaczor was quoted in CNBC’s coverage of Abbott Laboratories’ presentation at the global health conference HLTH, where the biotech giant’s CEO discussed differentiating revenue streams following a decline in COVID-19 testing kits, among other factors.
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Dylan Carden Discusses Direct-to-Consumer Eyewear With Business of Fashion
William Blair research analyst Dylan Carden was quoted in Business of Fashion, discussing the emergence of new players in the direct-to-consumer eyewear industry and what it means for established brands in the sector, including Warby Parker.
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Secondaries Investor Recognizes Tom Marking as “Next Gen Leader”
For the eighth consecutive year, secondaries industry publication Secondaries Investor put together its list of the top 10 “Next Gen Leaders,” and William Blair’s Tom Marking, a director on the private capital advisory team, was recognized.
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Jared Lou Discusses LatAm Currency, Interest Rates With Reuters
William Blair Investment Management portfolio manager Jared Lou was quoted by Reuters in its coverage of currency and interest rate trends impacting various Latin American countries, including Mexico, and what it means for institutional investors.
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Mike Siska Highlights PE’s Interest in “MedSpas” in The Deal
William Blair investment banking’s Mike Siska connected with The Deal to discuss “MedSpas,” a term used to describe the growing category of businesses that combine spa-like amenities with beauty-enhancing medical procedures, and why they are attracting interest from private equity.
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The Wall Street Journal Features Andrew Nicholas in Coverage of “Big Four” Accounting Firms
William Blair research analyst Andrew Nicholas was quoted by the The Wall Street Journal in its coverage of the post-pandemic trend by the accounting “Big Four” to pare back their offering of traditional consulting services.
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AM Watch Covers William Blair Investment Management’s Expansion to the Nordic Region
William Blair Investment Management recently announced further investment in the Nordic region with the hiring of Mats Eltoft as head of Nordic distribution. AM Watch, a European financial services publication, covered the news with a feature story.
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Business Insider Recognizes Three as Top Healthcare Bankers for Digital Health
William Blair investment banking’s Jeff Dorsheimer, Karl Palasz, and Joe Schauenberg were recognized by Business Insider in its recent list and article, “16 top healthcare bankers and dealmakers reveal their predictions for the future of digital health.”
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Sweetgreen Makes Big Announcement at William Blair’s Growth Stock Conference, Restaurant Dive Takes Note
William Blair research analyst Sharon Zackfia was quoted in Restaurant Dive after quick-service salad restaurant Sweetgreen announced at the firm’s Growth Stock Conference its plans for automated stores.
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Ryan DeVore Discusses Family Offices With Pensions & Investments
William Blair’s head of Private Wealth Management, Ryan DeVore, sat down recently with Pensions & Investments to discuss the current trends in family office investing, including the results of a recent survey conducted by the PWM team.
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Ken McAtamney Quoted in The Wall Street Journal
William Blair Investment Management’s Ken McAtamney, portfolio manager and head of the Global Equity team, was quoted in this Wall Street Journal cover story article that looked at current forces—Fed rate hikes, regional bank collapse, and more—driving market conditions.
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Four William Blair Advisors Are Ranked Top in America by Barron’s; Three Teams Make Top 100
William Blair’s John Cultra, Steve Jesanis, Craig Savage, and Tom Wilson were named to Barron’s 2023 Top 100 Financial Advisors in America list released on April 14. In addition, three William Blair wealth management teams were ranked among the top 100 in the nation.
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Mergers & Acquisitions Names William Blair’s Solange Velazquez one of the 2023 Most Influential Women in Mid-Market M&A
Solange-Marie Velazquez, a managing director in William Blair’s technology investment banking group, was named to Mergers & Acquisitions’ 2023 Most Influential Women in Mid-Market M&A list published February 27.
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Marcelo Assalin Looks at Emerging Markets, Data in Bloomberg Piece Channeling Vintage Oakland A’s Approach
William Blair Investment Management portfolio manager Marcelo Assalin is quoted in this Bloomberg story that looks at how big data and metrics are shaping investment strategies, much like the approach by the Oakland A’s made famous in the book Moneyball.
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Jared Lou Shares Perspective on LatAm Sovereign Funds in International Finance Review
William Blair Investment Management portfolio manager Jared Lou was quoted in International Finance Review’s coverage on Panama’s recent bond market deal, an effort that ended a “lull” among sovereign nation funds in the region.
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MedTech Dive Cites Brandon Vazquez’s Outlook on Medical Robots
William Blair research analyst Brandon Vazquez is quoted in MedTech Dive’s coverage of the biotech industry’s race to develop and implement surgical robots and what its impact on the investor community will be in the short and long term.
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Margaret Kaczor Discusses Cardiovascular Company News and Trends in MedTech Insight
William Blair research analyst Margaret Kaczor was quoted in MedTech Insight’s coverage of the innovations happening in cardiovascular health technology advancements and what they mean for the industry and investors.
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Pest Index Covered by Industry Trade Publication
William Blair research analysts maintain a regular “index” of how the pest management industry is faring from a revenue perspective across a host of timelines. Key sector publication Pest Management Professional recently wrote a feature story on their outlook at the beginning of 2023.
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William Blair Investment Management Shortlisted in Three Categories for UK Pensions Awards
Professional Pensions, an industry publication covering the institutional investment management sector, recently named William Blair Investment Management to the shortlist in three categories at its annual UK Pensions Awards.
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Chu-An Lee Quoted in Food Navigator
William Blair investment banking’s Chu-An Lee sat down with Food Navigator, a consumer/retail sector-focused trade magazine, to discuss a recent report the firm produced on private-label food brands and the M&A and private equity opportunities that exist, driven by macroeconomic factors and consumer trends.
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Secondaries Investor Covers Private Capital Advisory’s Inaugural Survey
William Blair’s Private Capital Advisory team released its first in a series of surveys focused on the secondaries market. Industry publication Secondaries Investor covered the survey with a feature story on its website and in its e-newsletter.
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William Blair Wealth Advisors Make Financial Planning Top 40 Under 40 Lists
William Blair’s Matt Clark, David Dreifuss, Andrew Feichter, and Andrew Sims were recognized as the industry’s top young wealth advisors by Financial Planning magazine, making its top 40 under 40 regional list released on February 1.
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Richard de Chazal Joins Yahoo Finance Live for Economic Outlook
William Blair macro analyst Richard de Chazal was the featured guest on Yahoo Finance Live to discuss a host of economic topics, including the divergence between markets and the economy, Fed credibility, inflation, volatility, and the outlook for the Fed.
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Luis Olguin Discusses Intersection of Green Bonds and Brazil’s Future in Citywire Selector
William Blair Investment Management’s Luis Olguin shared with Citywire Selector his perspective on the value of “green” investment vehicles in the Amazon in supporting the planet and mending political divisiveness in Brazil.
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William Blair Investment Management Launches Asset Management Diversity Accelerator
William Blair Investment Management, together with partners at Allstate Investments and LGIM America, launched a new diversity accelerator program—the Asset Management Diversity Accelerator—drawing industry coverage.
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