In the Media
Marcelo Assalin Sits Down With Welling on Wall Street
William Blair Investment Management portfolio manager Marcelo Assalin joined Welling on Wall Street’s Kate Welling to discuss the outlook for emerging market debt investments in 2024.
Read moreAlexandra 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.
Read moreForbes Ranks 13 William Blair Women Advisors Best in State
Forbes magazine ranked 13 William Blair colleagues in its 2024 best-in-state women wealth advisors list released February 8.
Read moreTrevor 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.
Read moreSharon 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.
Read moreRalph Schackart Quoted by Associated Press on Uber’s Earnings
William Blair research analyst Ralph Schackart was quoted by the Associated Press in its coverage of ride-sharing giant Uber’s recent earnings report, focusing on the company’s Uber One platform and its impact on revenue.
Read moreWilliam Blair Wealth Advisors Make Financial Planning Top 40 Under 40 Lists
William Blair’s Matt Clark, David Dreifuss, and Andrew Feichter 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 6.
Read moreBhavan Suri Joins InsurTech Leadership Podcast as Featured Guest
William Blair technology investment banker Bhavan Suri served as the featured guest on the InsurTech Leadership Podcast, where he discussed the current landscape for the sector.
Read morePrivate 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.
Read moreYvette Babb Comments on African Currency Reforms in Reuters
William Blair Investment Management portfolio manager Yvette Babb was quoted in Reuters discussing how Nigeria’s second currency devaluation will impact currency reform on the African continent.
Read moreEquity Capital Markets Team Quoted by The Wall Street Journal
The Wall Street Journal’s Venture Capital Pro quoted a recent biopharma report from William Blair’s equity capital markets team, noting the uptick in activity for PIPEs among biopharma companies in 2023.
Read moreJared 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.
Read moreBrian Flynn Quoted in Plastics News
William Blair industrial growth products investment banker Brian Flynn was quoted in Plastics News, providing his outlook for M&A activity and private equity’s interest in the plastics industry.
Read moreVivian 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.
Read moreEndPoints Cites Investment Banking’s Quarterly Rx Report
Biotech industry publication EndPoints cited William Blair investment banking’s “Quarterly Rx” report for its story on the current state of life sciences sector IPOs.
Read moreJim Golan Talks Tech Stocks With The Wall Street Journal
William Blair Investment Management portfolio manager Jim Golan was quoted by The Wall Street Journal in its coverage of how the so-called “Magnificent Seven” tech stocks are performing in the current market.
Read moreLewis Jones Quoted in Bloomberg
William Blair Investment Management portfolio manager Lewis Jones was quoted in Bloomberg’s coverage of a major sell-off of Colombian bonds.
Read moreCristopher Kennedy Discusses Payments Sector M&A With Payments Dive
William Blair research analyst Cristopher Kennedy connected with Payments Dive to discuss his outlook for M&A activity in the payments sector in 2024.
Read moreGledhill, Ettelson Named “Who’s Who” by Crain’s Chicago
William Blair President and Chief Executive Officer Brent Gledhill and Chairman Emeritus John Ettelson were named to Crain’s Chicago’s list of “Who’s Who” in Chicago business 2024.
Read moreAndy Hsieh Tells CNBC of Investor “FOMO” Regarding Antibody-Drug Conjugates
William Blair research analyst Andy Hsieh was quoted in CNBC, discussing a “new class” of cancer treatments from biotech and life sciences companies, specifically focused on antibody-drug conjugates, or ADCs.
Read moreTom Wilson Featured in Barron's
William Blair private wealth management financial advisor Tom Wilson shared the story of his more than three decades at the firm in a feature in Barron’s.
Read moreMarcelo Assalin Outlines 2024 LatAm Debt Outlook in Reorg
William Blair Investment Management portfolio manager Marcelo Assalin was quoted by bankruptcy and distressed debt publication Reorg in its story on the outlook for Latin American debt investing considerations in 2024.
Read moreForbes Ranks 20 William Blair Wealth Management Teams Best in State
Forbes magazine ranked 20 William Blair wealth management teams best-in-state in its list released January 9.
Read moreMergers & Acquisitions Recognizes Aparna Dang, Rashmi Singh
Mergers & Acquisitions magazine in its 2024 list of “Most Influential Women in Middle Market M&A” recognized William Blair managing directors Aparna Dang and Rashmi Singh as honorable mentions.
Read moreKen McAtamney Quoted in Germany’s Fundview
William Blair Investment Management portfolio manager Ken McAtamney was quoted in German investing publication Fundview, sharing his perspective on the various double-digit growth estimates that have been predicted for markets in 2024.
Read moreBarron’s Quotes Simon Fennell on Japanese Investments
2023 saw a rebound for capital markets in Japan after a decade of decline—and investors took note. Barron’s quoted William Blair Investment Management portfolio manager Simon Fennell on how changes in those markets attract the eye of investors.
Read moreSteve Maletzky Quoted in Crain’s Chicago
William Blair managing director and group head, capital markets Steve Maletzky shared his perspective for the investment banking landscape in 2024 in Crain’s Chicago’s predictions for the coming year in Chicago’s economy.
Read moreBrandon Callison Named “Rising Star” by Citywire
William Blair private wealth management investment analyst Brandon Callison was named a “Rising Star of Manager Research 2023” by investment publication Citywire.
Read moreQSR Magazine Cites Sharon Zackfia’s Insights on Impact of CosMc’s
William Blair research analyst Sharon Zackfia was featured in restaurant industry trade magazine QSR. following the launch of CosMc’s, the new beverage-centric concept from McDonald’s.
Read moreWilliam Blair Investment Management Named a 2023 Best Place to Work
For the 11th year, William Blair Investment Management was named a Best Place to Work in Money Management by Pensions & Investments magazine.
Read moreVivian Lin Thurston Discusses Taiwanese Equities on CNBC
William Blair Investment Management portfolio manager Vivian Lin Thurston was a guest on CNBC’s “Worldwide Exchange” show, where she discussed the outlook for Taiwanese equities.
Read moreRalph Schackart Discusses Uber’s Inclusion in S&P 500 with Marketwatch
William Blair research analyst Ralph Schackart was featured in Marketwatch’s coverage of Uber landing its long-sought-after placement in the S&P 500.
Read moreMedtech Dive Features William Blair Research Note on ResMed Leadership
William Blair’s equity research analyst coverage of sleep apnea machine manufacturer ResMed was featured exclusively in Medtech Dive’s coverage of the company’s change in leadership.
Read moreYvette 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.
Read moreÁlvaro Hernández Quoted in Funds People
William Blair investment banking’s Álvaro Hernández was quoted in Europe finance publication Funds People, where he discussed the opening of the firm’s office in Madrid and the momentum for M&A activity in Iberia and across Europe.
Read moreMax Smock Highlights 2023’s “Headwinds” for CDMOs in BioSpace
William Blair research analyst Max Smock was quoted in biopharma trade magazine BioSpace recently, discussing the “headwinds” that faced contract manufacturing and development organizations (CMDOs) in 2023.
Read moreSharon 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.
Read moreBenefits Canada Magazine Recognizes William Blair Among Fastest Growing Money Managers
William Blair was #2 on the list of fastest growing money managers in Canada in the $1 billion to $10 billion assets under management category of Benefits Canada's 2023 Top 40 Money Managers Report.
Read moreVivian Lin Thurston Discusses Chinese Investment Outlook With Citywire Selector
William Blair Investment Management portfolio manager Vivian Lin Thurston joined Citywire Selector for perspective on the market conditions existing in China amid the current geopolitical environment.
Read moreDaniel 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.
Read moreYvette Babb Outlines Emerging Market Debt “Solutions” in Bloomberg
William Blair Investment Management portfolio manager Yvette Babb was quoted in Bloomberg’s coverage of the global effort to restructure the debt of the emerging markets, with Zambia most recently making headlines on the issue.
Read moreChristopher Kennedy Shares Outlook on Fiserv with Payments Dive
William Blair research analyst Christopher Kennedy shared his reaction to Fiserv’s recent investor day and the company’s growth projections for point-of-sale provider Clover in Payments Dive.
Read moreKen McAtamney Comments on Japanese Rally in Pensions & Investments
William Blair Investment Management global equity head Ken McAtamney shared his perspective on the rally in Japan in Pensions & Investments.
Read moreTim Lugo Quoted in Barron’s
William Blair research analyst Tim Lugo was quoted in Barron’s on the topic of “genetic scissors” and the use of the new approach to pharmaceutical development being used by companies focused on gene therapy, including CRISPR.
Read moreJohnny Chen Outlines Next Phase of Sri Lankan Bond Rally in Bloomberg
William Blair Investment Management portfolio manager Johnny Chen was quoted in Bloomberg after a significant rally on Sri Lankan bonds was showing signs of cracking.
Read moreMarco Ruijer Quoted in Germany’s Bond Guide
William Blair Investment Management portfolio manager Marco Ruijer was featured in Bond Guide, a German publication focused on corporate bonds, where he discussed his outlook for debt from companies in emerging markets.
Read moreSami Corwin Quoted by MedCity News
William Blair research analyst Sami Corwin was quoted in MedCity News following the acquisition of Legend Biotech by Novartis, a move focused on cell therapy for solid tumors.
Read moreIFR Quotes Jared Lou on Costa Rican Bonds
William Blair Investment Management portfolio manager Jared Lou joined International Financing Review to discuss Costa Rica’s recent debt raise.
Read moreEric 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.
Read moreKevin 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.
Read moreBrian 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.
Read moreSprague 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.
Read moreStephanie 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.
Read moreBrian 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.
Read moreDaniel 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.
Read moreRichard 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.
Read moreMargaret 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.
Read moreMatt Phipps Highlights Impact of Acquisition by Bristol Myers Squibb in MedCity News
William Blair research analyst Matt Phipps was quoted in MedCity News following Bristol Myers Squibb’s acquisition of Mirati Therapeutics. Phipps weighed in on the target of the acquisition, cancer drug Krazati.
Read moreJared Lou Comments on Panamanian Bond Market in Bloomberg
William Blair Investment Management portfolio manager Jared Lou was quoted in Bloomberg as the bond market in Panama hits 14-year low, impacted by weather conditions, mining contracts, and other factors.
Read moreBrian Flynn Published in Packaging Strategies
William Blair investment banking’s Brian Flynn was published in industry trade publication Packaging Strategies, following his group’s analysis of M&A activity and private equity’s interest in the packaging sector.
Read moreDylan 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.
Read moreWilliam Blair Named Among the Most Charitable Companies in Massachusetts
The Boston Business Journal honored William Blair for its charitable contributions to Massachusetts-based charities at its 2023 Corporate Citizenship Awards event held September 7 in Boston.
Read moreClifford Lau Quoted in CNBC
William Blair Investment Management portfolio manager Clifford Lau was quoted in a recent CNBC story that focused on the fourth-quarter outlook for China’s economy.
Read morePhillip Blee Comments on Costco Fiscal Year-End Report in Progressive Grocer
William Blair research analyst Phillip Blee was quoted in industry trade publication Progressive Grocer following Costco’s annual fiscal reporting.
Read moreMarcelo Assalin Highlights BRICS Outlook in Pensions & Investments
William Blair Investment Management portfolio manager Marcelo Assalin was quoted in Pensions & Investment’s reporting on the current outlook for investors interested in the BRICS emerging market economies.
Read moreSharon Zackfia Quoted by QSR Magazine on Portillo’s Growth
William Blair research analyst Sharon Zackfia added her perspective to QSR Magazine’s coverage of Portillo’s and the company’s vision for store count growth.
Read moreChristina Bresani Discusses “Bad Deals, M&A Crumbs” With Activist Investing Today Podcast
William Blair’s head of corporate advisory, Christina Bresani, joined the “Activist Investing Today” podcast, part of the podcast series run by The Deal, where she discussed guiding C-suite executives through the M&A process, delivering honest feedback about bad deals, and how William Blair attracts, retains, and mentors women in the industry.
Read moreVivian Lin Thurston Quoted in Financial Times
William Blair Investment Management portfolio manager Vivian Lin Thurston added her perspective to a Financial Times article on investor sentiment surrounding Chinese companies and securities amid a continuing economic decline of the superpower.
Read moreStephanie Braming Named a P&I Influential Woman in Institutional Investing
Stephanie Braming, CFA, partner, and global head of William Blair Investment Management, was named an influential woman in institutional investing by Pensions & Investments.
Read moreVivian Lin Thurston Joins NPR: Full Disclosure Podcast
William Blair Investment Management portfolio manager Vivian Lin Thurston joined the NPR: Full Disclosure podcast to discuss the economic conditions facing China, emerging markets investors, and the global investing community.
Listen to the podcastStephen Sheldon Discusses Toast’s New CEO on Yahoo! Finance
Toast, the digital solutions provider focused on the hospitality industry, recently named a new CEO to lead the company, and William Blair research analyst Stephen Sheldon offered his thoughts to Yahoo! Finance about the move.
Read moreSecondaries 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.
Read moreSharon Zackfia Weighs in on Lululemon’s Earnings for Retail Dive
William Blair research analyst Sharon Zackfia provided her insights on Lululemon’s earnings, store opening strategy, and consumer spending trends in Retail Dive.
Read moreMedTech Dive Quotes Margaret Kaczor in Diabetes Tech Story
William Blair research analyst Margaret Kaczor was quoted by MedTech Dive in its coverage of how biopharma companies are investing in and developing new technology solutions to assist those living with diabetes.
Read moreMatt Phipps Guests on CNBC
William Blair research analyst Matt Phipps joined CNBC’s “Worldwide Exchange” to discuss the implications for pharmaceutical companies that have their drugs listed on Medicare’s price negotiation roster.
Read moreMarcelo Assalin Published in IPE D.A.C.H.
William Blair Investment Management portfolio manager Marcelo Assalin published a contributed article in European investment magazine IPE D.A.C.H. focused on emerging markets debt as a potential investment vehicle.
Read moreMatt Larew Featured in MedCity News
William Blair research analyst Matt Larew was featured in MedCity News’ coverage of the acquisition of Abcam by the Danaher corporation.
Read moreBarron’s Quotes Adam Klauber in Story on Severe Weather’s Impact on Insurance Sector
William Blair research analyst Adam Klauber was quoted by Barron’s in its story on how the increase in severe weather events is impacting the insurance industry and investors following the sector.
Read moreKen McAtamney Published in Börsen-Zeitung
William Blair Investment Management portfolio manager Ken McAtamney was published in Börsen-Zeitung, a Germany-based financial markets publication, writing on the topic of AI along with European and Japanese investments related to the technology.
Read moreBloomberg Quotes Vivian Lin Thurston on Chinese Economic Slowdown
William Blair Investment Management portfolio manager Vivian Lin Thurston was quoted in Bloomberg’s coverage of the sectors facing potential investor sentiment shifts as a result of China’s current economic conditions.
Read moreYvette Babb Shares Perspective on Nigerian Eurobonds in Reuters
William Blair Investment Management portfolio manager Yvette Babb connected with Reuters to share her perspective on the intersection of petrol prices and the value of Eurobonds in Nigeria.
Read moreJared Lou Discusses Argentinian Markets With The Wall Street Journal
William Blair Investment Management portfolio manager Jared Lou was quoted in The Wall Street Journal, discussing the impact of Argentina’s primary presidential election results on the country’s financial markets.
Read moreDylan Carden Quoted in Business of Fashion
William Blair research analyst Dylan Carden was quoted in fashion industry trade magazine Business of Fashion, commenting on how “brand awareness” for direct-to-consumer companies is a top concern.
Read moreJared 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.
Read moreForbes Ranks Five William Blair Wealth Advisors to its 2023 Top Next Generation Wealth Advisors
Forbes magazine recently named William Blair’s Matt Clark, David Dreifuss, Andrew Feichter, Max Kaplan, and Dan Maude to its 2023 Top “Next-Gen” Wealth Advisors Best-In-State list published August 8.
Read moreMike 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.
Read moreChristina Bresani Guests on Wall Street Lab Podcast
William Blair’s head of corporate advisory, Christina Bresani, joined The Wall Street Lab podcast to explain the role of corporate advisory and its responsibilities in mergers and acquisitions, the changing landscape of friendly and hostile takeovers, and the need for valuable relationships with clients.
Read moreSteve Maletzky Featured in Axios
William Blair’s capital markets group head, Steve Maletzky, recently shared his perspective on the current IPO market and strategies for consumer-focused brands with Axios.
Read moreWilliam Blair Makes San Francisco Business Times Top 100 Corporate Philanthropy List
William Blair was honored to be named a top corporate philanthropist in San Francisco Business Times’ annual Top 100 Corporate Philanthropy Companies list released July 28.
Read moreMark Thompson Featured in Barron’s
William Blair Investment Management portfolio manager Mark Thompson, who co-manages the firm’s small-cap growth strategy, was included in Barron’s, providing insights for its regular “Funds Quarterly” series.
Read moreBrandon Vazquez Discusses Intuitive Surgical With MedTech Dive
William Blair research analyst Brandon Vazquez was quoted in MedTech Dive’s coverage of biotech company Intuitive Surgical’s Q2 2023 earnings report.
Read moreRalph Schackart Quoted in Variety
William Blair research analyst Ralph Schackart was quoted in Variety following Netflix’s Q2 2023 earnings call.
Read moreThe 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.
Read moreBob Napoli Outlines Buy Now, Pay Later (BNLP) Industry for Payments Dive
William Blair research analyst Bob Napoli was quoted by Payments Dive in its coverage of the many players in the fintech sector focused on the buy now, pay later (BNLP) model.
Read moreChris Lane Quoted in The Information
William Blair’s co-head of technology investment banking, Chris Lane, was quoted by tech industry magazine The Information in its story about the potential for an uptick in technology-company-focused M&A activity.
Read moreJim Golan Joins TD Ameritrade Network’s Morning Trade Live
William Blair Investment Management portfolio manager Jim Golan joined TD Ameritrade Network’s Morning Trade Live to discuss the tech securities drawing attention in the midst of earnings season.
Read moreBiopharma Investment Banking Team’s Report Cited in Fierce Biotech
William Blair investment banking’s biopharma team released its quarterly analysis of the sector—“Quarterly Rx: Q2 2023 U.S. Biopharma Recap”—and drew interest from several industry media outlets, including Fierce Biotech.
Read moreRomina Graiver Comments on Asia Ex-China Funds in Bloomberg
William Blair Investment Management portfolio specialist Romina Graiver offered Bloomberg her insights on the current trend of emerging market investors seeking out funds that exclude Chinese assets in their strategies.
Read moreAM 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.
Read moreMaggie Nolan Quoted in Investor’s Business Daily
William Blair research analyst Maggie Nolan was quoted in Investor’s Business Daily on the topic of CDW’s acquisition of Sirius Computer Solutions.
Read moreJohnny Chen Compares Indian, Indonesian Emerging Markets Debt Investment Opportunities in Bloomberg
William Blair Investment Management portfolio manager Johnny Chen was quoted in this Bloomberg story that compared the emerging markets debt investment opportunities in India and Indonesia.
Read moreFive William Blair Colleagues Make Barron’s 2023 Top Women Financial Advisors List
Barron’s named William Blair’s Lindsey Holton, Louise Lane, Carlette McMullan, Sarah Mercurio, and Jackie Moss as America’s top women financial advisors in its annual list released June 16.
Read moreBusiness 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.”
Read moreRob Lanphier Quoted in IPE D.A.C.H.
William Blair Investment Management portfolio specialist Rob Lanphier connected with German financial services publication IPE D.A.C.H. to discuss small- and midcap investment opportunities best suited for European investors.
Read moreAlaina Anderson Featured in TheStreet
William Blair Investment Management portfolio manager Alaina Anderson was the featured guest for a Q&A with TheStreet.
Read moreSweetgreen 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.
Read moreVivian Thurston Guests on CNBC
William Blair Investment Management portfolio manager Vivian Thurston was a guest on CNBC’s “Worldwide Exchange,” where she discussed how investments in international stocks are benefiting China’s stock markets and their investors.
Read moreWilliam Blair’s Private Capital Advisory Growth Covered by Industry Press
William Blair investment banking continued to build out its private capital advisory team with the additions of Matt Flynn in Charlotte and Hudson Collins in New York, generating sector media coverage.
Read moreBob Napoli Quoted in Payments Dive
William Blair research analyst Bob Napoli was quoted in Payments Dive’s coverage of credit card company Discover and its decision to relaunch a checking account and debit card option for consumers.
Read morePrivate Wealth Management’s Additions in San Francisco, Denver Draw Headlines
William Blair’s private wealth management team in May announced the additions of advisors and their teams in San Francisco and Denver, which was covered by leading sector media.
Read moreDirk Felsmann Looks at DACH Region
Dirk Felsmann, managing director and head of DACH investment banking at William Blair, was quoted in Real Deals, discussing the M&A and private equity landscape in Europe’s DACH region.
Read moreYvette Babb Quoted in Reuters
William Blair Investment Management portfolio manager Yvette Babb is quoted by Reuters in its coverage of Nigeria’s sovereign bonds movement following President Bola Tinubu’s comments on fuel subsidies.
Read moreMatt Larew Cited by Investor’s Business Daily
William Blair research analyst Matt Larew’s note to investors on 10x Genomics was cited by Investor’s Business Daily.
Read moreMaggie Nolan Featured in The Wall Street Transcript
William Blair research analyst Maggie Nolan was featured in The Wall Street Transcript, where she discussed her outlook for investing in the IT services landscape.
Read moreGareth Down Details Healthcare M&A Activity in Europe in PE Hub Europe
Gareth Down, managing director of European healthcare investment banking at William Blair, was featured in a recent roundup on healthcare M&A activity in that region by PE Hub Europe.
Read moreEuropean Media Highlights William Blair Investment Management’s European Distribution Growth
William Blair Investment Management recently bolstered the firm’s presence in Europe with the additions of senior distribution professionals in Germany and the Nordic region.
Read moreDaniel Wood Discusses Turkish Bonds With Reuters
William Blair Investment Management emerging markets debt portfolio manager Daniel Wood was quoted in Reuters, discussing the impact of the country’s contentious presidential election on its capital markets and investment vehicles.
Read moreAnu Sharma Quoted in Financial News
Anu Sharma, William Blair’s head of European Investment Banking, connected with Financial News to discuss his team’s growth in the market, current investment banking trends, and the macroeconomic forces driving dealmaking.
Read moreRyan 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.
Read moreSharon Zackfia Comments on Carvana’s Earnings in MarketWatch
William Blair research analyst Sharon Zackfia offers her outlook on Carvana’s first-quarter earnings report in this MarketWatch story.
Read moreAlaina Anderson Guests on Money Life Podcast
Alaina Anderson, co-portfolio manager of William Blair Investment Management’s International Leaders strategy, was a featured guest on the Money Life podcast, hosted by Chuck Jaffe.
Read moreMatt Pfau Quoted in Modern Retail
William Blair research analyst Matt Pfau was quoted in Modern Retail about Shopify’s efforts to develop a logistics business.
Read moreJosh Ollek Discusses Aviation Industry Trends With Mergers & Acquisitions.
William Blair investment banking’s Josh Ollek was featured in Mergers & Acquisitions, discussing the investment trends in private and commercial aviation.
Read moreKen 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.
Read moreBob Napoli Shares Perspective on Credit Card Sector in American Banker
William Blair research analyst Bob Napoli shared his perspective on consumer trends related to depositing cash with credit card companies in lieu of traditional banks with American Banker.
Read moreFive Transactions Recognized by Mergers & Acquisitions
Five deals led by William Blair investment banking were recognized by Mergers & Acquisitions as part of its annual “Top Middle Market Deals” awards program.
Read moreTim Mulrooney Featured on CNBC
William Blair research analyst Tim Mulrooney was featured on the CNBC series that took a deep dive into the current and future landscape for America’s parking garages.
Read moreMargaret Kaczor Gives MedTech Dive “Upbeat” Outlook on DexCom
William Blair research analyst Margaret Kaczor was quoted as being “upbeat” by MedTech Dive following DexCom’s earnings call.
Read moreEquities Growth Featured in Industry Press
William Blair’s addition of Paul Ordinario as managing director, south regional sales manager, and Chris Stella as managing director in equity institutional sales garnered media coverage in several financial services sector publications.
Read moreJared Lou Discusses Brazil’s New Economic Plan With Reuters
William Blair Investment Management portfolio manager Jared Lou connected with Reuters following the release of a new fiscal pathway from Brazil’s economic and political leaders.
Read moreKen McAtamney Quoted in Bloomberg News
William Blair Investment Management’s Ken McAtamney, portfolio manager and head of the Global Equity team, was quoted in a recent “Market Wrap” from Bloomberg News.
Read moreChristina Bresani Guests on Women Governance Trailblazers Podcast
William Blair’s head of corporate advisory, Christina Bresani, was the featured guest on the Women Governance Trailblazers podcast, a show that looks at influential women making an impact on corporate boards.
Read moreJeff Schmitt Quoted in Barron’s
William Blair research analyst Jeff Schmitt’s research note was quoted in Barron’s after Schwab’s first quarter 2023 earnings beat market expectations.
Read moreFour 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.
Read moreJosh Ollek Discusses Aviation Deal with MiBiz
William Blair investment banking’s Josh Ollek was quoted in regional business magazine MiBiz following the announcement of Northern Jet Management’s merger with SpeedBird.
Read moreForbes Names 25 William Blair Advisors Best in State for 2023
William Blair was honored to have 25 wealth advisors recognized as best in state by Forbes, the firm's largest group to make the magazine’s annual state listing released on April 4.
Read morePrivate Capital Advisory Additions Featured in Private Equity International
William Blair’s addition of three senior hires in the firm’s Private Capital Advisory group led to positive media coverage in the financial services sector.
Read moreMergers & 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.
Read moreLuis Olguin Quoted on Emerging Markets in IPE
William Blair Investment Management portfolio manager Luis Olguin was quoted in a recent IPE feature story on the investment considerations in emerging markets amid current geopolitical and economic factors.
Read moreMarcelo 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.
Read moreSteve Maletzky Recaps Volatile First Quarter of 2023 in Bloomberg
William Blair’s capital markets group head Steve Maletzky was quoted in Bloomberg as a volatile first quarter for equity markets came to a close.
Read moreAndy Hsieh Quoted in Investor’s Business Daily
William Blair research analyst Andy Hsieh was quoted in Investor’s Business Daily as he highlighted his perspective on Viking Therapeutics and its experimental obesity drug.
Read moreCrain’s Chicago Names Top Chicago Money Managers
Crain’s Chicago Business recently named its Top Money Managers in Chicago, where William Blair was ranked No. 7.
Read moreMedTech 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.
Read moreJared 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.
Read moreMargaret 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.
Read moreDylan Carden Offers Retail Dive Current Look at Amazon
William Blair research analyst Dylan Carden recently connected with Retail Dive to discuss Amazon’s earnings report, plans for “Prime Day,” and where the retail giant goes next.
Read moreBarron’s Names Stephanie Braming an Influential Woman in U.S. Finance
Stephanie Braming, CFA, partner, global head of William Blair Investment Management LLC, was named one of the most influential women in U.S. finance by Barron’s for a second consecutive year.
Read moreTim Lugo Shares Insights on Sarepta Therapeutics’ Drug Approvals With Barron’s
William Blair research analyst Tim Lugo was quoted in this Barron’s article discussing Sarepta Therapeutics and the intersection of approvals for its new gene therapy drug and a recent decline in the stock price.
Read morePest 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.
Read moreWilliam 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.
Read moreBarron’s Honors 14 William Blair Advisors Top in State
Barron’s magazine ranked 14 William Blair advisors as top in state in its 2023 list released on March 11. Honorees were from Illinois and Georgia.
Read morePrivate Equity International Names Addition of Custar “Top Hire” of 2022
Private equity trade publication Private Equity International listed William Blair’s addition of Mike Custar as head of private capital advisory as one of its top five hires of 2022.
Read moreChu-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.
Read moreSecondaries 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.
Read moreIFR Highlights Addition of Kiara Mitchinson in Europe
Global finance trade publication IFR showcased the addition of Kiara Mitchinson to the firm’s investment banking team in London.
Read moreFranchise Times Recognizes William Blair’s Consumer & Retail Expertise
William Blair client Hissho Sushi’s sale to Brentwood Associates received the 2023 Dealmakers of the Year award from Franchise Times. This recognition honors the boldest players driving mergers and acquisitions in franchising.
Read morePrivate Shares Trading Announcement Featured in Industry Press
On January 30, 2023, William Blair announced a private shares trading group, and the news was picked up by key media outlets covering the sector.
Read moreChristina Bresani Guests on Innovation in Compliance Podcast
William Blair investment banking’s head of corporate advisory, Christina Bresani, was the featured guest on the Innovation in Compliance podcast, where she discussed current trends facing public company boards.
Read moreForbes Ranks 12 William Blair Women Advisors Best in State
Forbes magazine ranked 12 William Blair colleagues in its 2023 best-in-state women wealth advisors list released February 2.
Read moreSteve Maletzky Featured in Mergers & Acquisitions
William Blair group head, capital markets Steve Maletzky is quoted in this Mergers & Acquisitions story on how the economy is shaping 2023’s IPO market.
Read moreWilliam 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.
Read moreBob Napoli Discusses Tech Earnings on Yahoo Finance Live
William Blair research analyst Bob Napoli was featured on Yahoo Finance Live to discuss the earnings reports from major credit card sector companies.
Read moreRestaurant Dive Cites William Blair’s Consumer Engagement Survey
In a recent Restaurant Dive article, William Blair’s consumer engagement survey, led by research analyst Dylan Carden, was cited as background on customer participation in restaurant loyalty programs.
Read moreJonathan Ho Discusses Axon with Investor’s Business Daily
William Blair research analyst Jonathan Ho was featured in Investor’s Business Daily’s coverage of taser manufacturer Axon, and its ambitious goals for growth and social impact.
Read moreWilliam Blair Makes Vault Banking 25 List; Ranked in Top 10
William Blair was named to the 2023 Vault Banking 25 list, released January 25, recognizing the top 25 North American investment banks for excellence.
Read moreChu-An Lee Highlights Private-Label M&A Market in Axios
William Blair investment banking’s Chu-An Lee joined Axios to discuss the private-label food market, a critical subsector of the consumer/retail industry, and the M&A opportunities that exist.
Read moreJed Dorsheimer Quoted in Investor’s Business Daily
William Blair research analyst Jed Dorsheimer was quoted in this Investor’s Business Daily article on semiconductor testing company Aehr Test Systems, a major contributor to the electric vehicles segment.
Read moreScott Hansen’s Addition as Associate Director of Research Generates Headlines
On January 17, 2023, Scott Hansen joined William Blair as associate director of research.
Read moreMarcelo Assalin Featured in John Authers of Bloomberg’s Newsletter
William Blair Investment Management’s Marcelo Assalin was featured prominently in the newsletter of John Authers, a respected markets opinion writer at Bloomberg.
Read moreEric Sanschagrin Discusses M&A Activity in TMT With Mergermarket
William Blair investment banking’s Eric Sanschagrin recently sat down with Mergermarket to discuss investor sentiment and M&A activity in the technology, media, and telecom (TMT) sector.
Read moreMaggie Nolan Quoted in Barron’s
William Blair research analyst Maggie Nolan was quoted in Barron’s regarding IT consultancy Endava.
Read moreForbes Ranks 15 William Blair Wealth Management Teams Best in State
Forbes magazine ranked 15 William Blair wealth management teams best-in-state in its inaugural teams list released January 12.
Read moreRichard 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.
Read moreGareth Down Talks Medtech M&A Activity With Evaluate Vantage
William Blair’s head of European healthcare investment banking, Gareth Down, is quoted in European healthcare trade publication Evaluate Vantage.
Read moreLuis 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.
Read moreJared Lou Discusses Brazil as an EM Strategy in Reuters
William Blair Investment Management portfolio manager Jared Lou was quoted in Reuters on the impact of recent socioeconomic uncertainty in Brazil on investment strategies tied to the country.
Read moreBhavan Suri Shares 2023 Outlook With Mergers & Acquisitions
William Blair tech investment banker Bhavan Suri shared his outlook for both the M&A landscape in tech and the winner of this year’s Super Bowl with Mergers & Acquisitions.
Read moreSharon Zackfia Comments on Lululemon’s Earnings With Reuters
William Blair research analyst Sharon Zackfia shares her perspective on Lululemon’s recent earnings report with Reuters.
Read moreMyles Minter Quoted in MedCity News
William Blair research analyst Myles Minter’s note on the swift FDA approval of Alzheimer’s drug Leqembi was cited in MedCity News.
Read moreLouie DiPalma Quoted in The Wall Street Journal
William Blair research analyst Louie DiPalma is quoted in the The Wall Street Journal’s story on Delta Airlines’ decision to offer WiFi at no cost.
Read moreLindsay Carlson Featured in The Deal
Lindsay Carlson, from William Blair’s consumer and retail investment banking team, discussed beauty and hair care sector M&A activity in The Deal.
Read moreVivian Lin Thurston Discusses Outlook for Chinese Markets in 2023 With Bloomberg
Vivian Lin Thurston, portfolio manager at William Blair Investment Management, was quoted in this Bloomberg article that covered the outlook for Chinese stocks and markets in 2023.
Read moreMatt Phipps Quoted in CNBC
William Blair research analyst Matt Phipps was quoted in this CNBC outlook story covering how healthcare stocks will perform in 2023.
Read moreOlga Bitel Report to Morningstar on 2022 Trends That Impacted Portfolios
William Blair Investment Management global strategist Olga Bitel was quoted in Morningstar’s recap of the key economic drivers that impacted investment portfolios in 2022.
Read moreSteve Maletzky Quoted in The Wall Street Journal
William Blair group head, capital markets Steve Maletzky was quoted in the The Wall Street Journal, highlighting how several companies with recent-term IPOs are faring in today’s market conditions.
Read moreStephen Sheldon Discusses edX’s sale to 2U in Times Higher Education
William Blair research analyst Stephen Sheldon connected with Times Higher Education to discuss edX’s sale to 2U, a deal that took place one year ago in December.
Read moreJohnny Chen Comments on Indonesia Bonds in Bloomberg
William Blair Investment Management’s Johnny Chen, a money manager based out of the firm’s Singapore office, was quoted in this Bloomberg article covering the Indonesian bond market.
Read moreWilliam Blair Investment Management Is Named a 2022 Best Place to Work
For the 10th year, William Blair Investment Management was named a Best Place to Work in Money Management by Pensions & Investments magazine.
Read moreBeth Satterfield Recognized With “Women Who Inspire Us” Profile by PeopleResults
William Blair’s chief operating officer, Beth Satterfield, was profiled in the “Women Who Inspire Us” feature presented by PeopleResults, a respected corporate and leadership consulting organization.
Read moreAddition of Investment Banking Capabilities in Madrid, Zurich Makes Headlines
William Blair’s European investment banking growth continued with the opening of an office in Madrid and the addition of investment banking capabilities to the firm’s Zurich office.
Read moreVivian Lin Thurston Joins Citywire Asia to Comment on Chinese Rally
William Blair Investment Management portfolio manager Vivian Lin Thurston was quoted in Citywire Asia on the investor sentiment surrounding China’s post-Zero-COVID environment.
Read moreMatt Phipps Discusses Amgen, Horizon Deal with Reuters
William Blair research analyst Matt Phipps connected with Reuters to discuss the impact of Amgen’s acquisition of biotech company Horizon Therapeutics.
Read moreLindsay Carlson Quoted in Women’s Wear Daily
William Blair’s Lindsay Carlson, managing director on the consumer & retail investment banking team, was quoted in Women’s Wear Daily on the proliferation of, and investor interest in, “med spas.”
Read moreDan Connolly Shares 2023 Outlook With Middle Market Growth
William Blair’s co-head of M&A, Dan Connolly, shared his perspective on private equity’s appetite for M&A activity in 2023 with leading industry trade publication Middle Market Growth.
Read moreOn CNBC: Sharon Zackfia Highlights Starbucks Among Her Picks for 2023
William Blair research analyst Sharon Zackfia’s picks for 2023, including Starbucks, were discussed on CNBC’s outlook on the companies and securities poised to make noise in the new year.
Read moreJonathan Ho Contributes 2023 Stock Outlook Story to Investor’s Business Daily
William Blair research analyst Jonathan Ho contributed to this article focused on cybersecurity stocks to watch in 2023 for Investor’s Business Daily.
Read moreDylan Carden’s Research on Ross Stores Cited in Retail Dive
William Blair research analyst Dylan Carden’s research on Ross Stores, Inc. was included in Retail Dive’s coverage on sales trends and results from the “off-price” retail sector.
Read moreArjun Bhatia Comments on Salesforce Stock in MarketWatch
William Blair research analyst Arjun Bhatia adds his perspective in a MarketWatch story on the forces driving the shift in Salesforce’s stock seen after its third-quarter earnings call.
Read moreTodd McClone Discusses Chinese Stock Investments With Barron’s
William Blair Investment Management portfolio manager Todd McClone was quoted in this Barron’s story about the current risk environment for Chinese stocks.
Read moreMarcelo Assalin Shares South African “Notes from the Ground” in Investment Week
William Blair Investment Management portfolio manager Marcelo Assalin is quoted on the market for South African debt investments in Investment Week.
Read moreMyles Minter Quoted in Washington Post
William Blair research analyst Myles Minter comments on Biogen in the Washington Post.
Read moreWilliam 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.
Read moreSami Corwin Discusses Advancements in Gene Therapy for Hemophilia B With MedCity Dive
William Blair equity analyst Sami Corwin’s research note on pharmaceutical company uniQure N.V., maker of Hemgenix, a gene therapy for hemophilia b patients, is quoted in this MedCity Dive article on other biopharma companies engaged in gene therapy trials.
Read moreAnu Sharma Comments on Private Equity’s “Deployment of Capital” in Bloomberg
William Blair’s head of European investment banking, Anu Sharma, was quoted in this Bloomberg article discussing private equity’s current appetite for the “deployment of capital.”
Read moreRyan Sundby Quoted in Yahoo! Finance Following Ticketmaster’s Taylor Swift Calamity
William Blair research analyst Ryan Sundby comments on the initial fallout from Ticketmaster’s ticketing debacle for Taylor Swift tickets.
Read moreMargaret Kaczor Quoted in MedTech Dive
William Blair research analyst Margaret Kaczor was quoted in MedTech Dive’s coverage of a recent Medtronic clinical study for an upcoming blood pressure treatment.
Read moreAndrew Nicholas Discusses Accounting Industry Stocks With Financial Times
William Blair research analyst Andrew Nicholas comments on the current landscape for publicly traded accounting firms in the Financial Times.
Read moreGlobeSt. Focuses Story on Investment Banking’s Proptech White Paper
Leading commercial real estate trade publication GlobeSt. recently published an article based on William Blair’s thought leadership on the appetite for M&A activity in the popular “proptech” sector.
Read morePE Hub Features Christina Bresani’s Updated M&A Guidance for Public Company Boards
William Blair investment banking’s head of corporate advisory Christina Bresani’s perspective on what public company boards should anticipate in today’s M&A environment was featured prominently in PE Hub’s daily newsletter.
Read moreChicago Tribune Names William Blair a Top Workplace for 13th Straight Year
William Blair was named a 2022 Top Workplace by the Chicago Tribune in its annual company listing released November 3.
Read moreStewart Licudi Joins Real Deals for GP-Focused Roundtable
Stewart Licudi, managing director in William Blair’s financial sponsors group, recently joined Real Deals, the European M&A and private equity magazine, and other investment professionals for a roundtable discussing deal origination and related topics driving the marketplace today.
Read moreDan Connolly Joins Mergers & Acquisitions for M&A Roundtable
Dan Connolly, co-head of M&A for William Blair’s investment banking team, joined other transactions professionals and the editors from Mergers & Acquisitions magazine to discuss “M&A and Valuations in a Recessionary Environment” on a recent webinar.
Read moreSharon Zackfia Quoted in MarketWatch
William Blair research analyst Sharon Zackfia was quoted in this MarketWatch story discussing the impact of inflation on Starbucks.
Read moreJared Lou Featured on TD Ameritrade Network
William Blair Investment Management portfolio manager Jared Lou was a featured guest on TD Ameritrade Network, where he discussed the impact of Brazil’s presidential election on the country’s economic conditions, including inflation, bond prices, and related indices.
Read moreChristina Bresani Joins Across the Board Podcast
William Blair investment banking’s head of corporate advisory Christina Bresani joined Tom Fox as his guest on the Across the Board podcast, where she discussed current governance trends and the current environment for public company M&A activity.
Read moreAddition of Dave Hatch in Investment Banking Draws Headlines
The addition of Dave Hatch as a managing director in William Blair investment banking’s supply chain and commercial services in the firm’s Charlotte office was covered by key financial services industry trade publications.
Read moreRyan Sundby Highlights Harley-Davidson’s Earnings in Reuters
Following Harley-Davidson’s third-quarter earnings report, William Blair research analyst Ryan Sundby’s perspective on the company was featured in the Reuters coverage of the announcement.
Read moreVivian Lin Thurston Comments on Chinese Stocks in The Wall Street Journal
William Blair Investment Management’s Vivian Lin Thurston, portfolio manager in the emerging markets growth strategy, joined The Wall Street Journal to discuss the decline in Chinese stock value after President Xi’s recent announcements delivered after his election to a third term as the leader of the country.
Read moreBarron’s Quotes Yvette Babb on Global Chinese Infrastructure Investments
Yvette Babb, a portfolio manager on William Blair Investment Management’s emerging markets debt team, offered her perspective on how the Chinese “Belt and Road initiative,” an ambitious strategy of investment in infrastructure projects around the globe, will impact debt vehicles in both China and other emerging markets with Barron’s.
Read moreDaniel Wood Discusses Turkish Bonds With CNBC
For CNBC, William Blair Investment Management’s Daniel Wood, an emerging markets debt portfolio manager, shares his perspective on the impact of Turkey’s move to slash interest rates despite widespread and out-of-control inflation in the country.
Read moreCasey Preyss Offers India Perspective in Citywire
William Blair Investment Management’s Casey Preyss, portfolio manager on the emerging markets growth team, shared his insights on the sectors and opportunities that are most attractive in India in the current market environment.
Read moreJosh Ollek Featured in Aviation Pros
William Blair investment banking’s Josh Ollek served as the featured source in an article on fixed-base operator consolidation in Aviation Pros.
Read moreJed Dorsheimer Joins William Blair, CNBC
William Blair research analyst Jed Dorsheimer, a recent addition to the firm’s equity research team, joined CNBC to share his recommended list of stocks to watch.
Read moreBob Napoli Quoted in Payments Dive
William Blair research analyst Bob Napoli is quoted in this Payments Dive article discussing the current M&A activity in the payments processing and related sectors.
Read moreLewis Jones Joins Discusses Emerging Market Debt With Bloomberg
William Blair Investment Management portfolio manager Lewis Jones recently connected with Bloomberg to discuss how the current bond is proving attractive for emerging market debt bonds.
Read moreMedia Covers News of Dom Emery Joining Investment Banking in Europe
Dom Emery has joined William Blair’s investment banking team in London, and media outlets in both the United States and Europe covered the news.
Read moreStephanie Braming Named Finalist in Investment Week’s International Investment Woman of the Year 2022
U.K.-based financial services publication Investment Week has named global head of William Blair Investment Management Stephanie Braming as a finalist for its “International Investment Woman of the Year” in 2022.
Read moreJared Lou Discusses Brazilian Elections’ Impact on Investor Sentiment with Financial Times
William Blair Investment Management portfolio manager Jared Lou discussed the impact of Brazil’s current election and political climate on investor sentiment with the Financial Times.
Read moreMorningstar, Dow Jones Includes Analyst Note on Poshmark
William Blair’s equity research note on Poshmark’s acquisition by South Korean search and e-commerce platform Naver Corp. for $1.2 billion was included in the Morningstar coverage of the news that first appeared in Dow Jones.
Read moreMarcelo Assalin Quoted on Chinese Government Bonds by IPE
William Blair Investment Management portfolio manager Marcelo Assalin was quoted by IPE in their article “Emerging market debt: China government bonds”.
Read moreChristina Bresani Guests on Beyond The Boardroom Podcast
Christina Bresani, managing director, head of Corporate Advisory at William Blair was recently the featured guest on the Beyond The Boardroom podcast, highlighting her perspective on activist investing and broader M&A and corporate board trends.
Read moreLouie DiPalma’s Outlook on Viasat Cited in The Wall Street Journal
William Blair equity research analyst Louie DiPalma’s perspective on Viasat’s sale of one of its business units to a prominent defense contractor was included in The Wall Street Journal’s coverage of the story.
Read moreLindsay Pierson Discusses William Blair’s Benefits with Crain’s “Healthiest Employers” Panel
William Blair benefits manager Lindsay Pierson joined a featured panel as part of the Crain’s Chicago Business “Healthiest Employers” awards program.
Read moreJake Stuiver’s Addition Draws Headlines
The announcement of Jake Stuiver’s addition to the firm’s recently-launched and growing private capital advisory group.
Read moreDylan Carden Discusses SmileDirectClub in The Wall Street Journal
William Blair equity research analyst Dylan Carden shared with The Wall Street Journal his perspective on the earnings report and outlook for SmileDirectClub, a company selling teeth straighteners, amidst changing consumer demand in inflationary and recessionary conditions.
Read moreTim Lugo Quoted in Investor’s Business Daily on Biotech Sector Stocks
Equity research analyst Tim Lugo is quoted in this article from Investor’s Business Daily on performance of stocks in the biotech sector.
Read moreAmber Kennelly’s Appointment as CHRO Makes Headlines
Amber Kennelly’s appointment as William Blair’s Chief Human Resource Officer was covered in HR and financial services industry trade publications.
Read moreMergers & Acquisitions Draws on Thought Leadership from Lindsay Carlson, Brian Oleniczak
Mergers & Acquisitions magazine wrote an article on the topic of “Value Added Development Partners”, companies that help brands and retailers bring products to market and provide additional value, stemming from retail and consumer investment banking group member Lindsay Carlson and Brian Oleniczak’s recent thought leadership piece on the subject.
Read moreClifford Lau Quoted by The Wall Street Journal in Asia
William Blair Investment Management’s Clifford Lau was recently quoted in The Wall Street Journal after a sit-down in Singapore.
Read moreStephanie Braming, Lih-Yann Tan Featured in Pensions & Investments
Pensions & Investments magazine sat down with William Blair’s global head of investment management Stephanie Braming—on her recent trip to Singapore—to discuss market conditions and how the firm’s strategies are performing.
Read moreMarco Ruijer Publishes Op-Ed in Pensions & Investments
William Blair Investment Management portfolio manager Marco Ruijer was published in the op-ed section of Pensions & Investments, focusing his article on the potential opportunities within emerging market debt investments.
Read moreMutual Fund Observer Features Todd McClone
Mutual Fund Observer, an investment management industry publication, included Todd McClone as a “key player” in emerging markets for the next decade, where he shared his insights on the sector.
Read moreMyles Minter Analyzes Biotech Industry Acquisition in MedCity News
Equity research analyst Myles Minter was quoted in biotech industry trade publication MedCity News, sharing his perspective on Neurocrine’s acquisition of Diurnal.
Read moreYahoo! Finance Highlights Equity Research Survey on Restaurant Employee Satisfaction
William Blair’s Equity Research team recently analyzed the Glassdoor reviews of fast-food restaurant workers and developed a comprehensive report on the satisfaction level of those workers. Sharon Zackfia provided additional context in an interview with Yahoo! Finance.
Read moreCNBC Cites William Blair’s Rating on Ulta Beauty
Equity research analyst Dylan Carden’s rating on Ulta Beauty was cited as part of CNBC’s article on the company.
Read moreKamil Mielczarek Shares Insights on Snowflake for Barron’s
William Blair equity research analyst Kamil Mielczarek shared with Barron’s why he’s reaffirmed his Outperform rating following the earnings report from Snowflake.
Read moreForbes Names John Cultra a Top Wealth Advisor in America
William Blair's John Cultra was honored as a top wealth advisor in America by Forbes in its annual list released on August 24.
Read moreDaniel Wood Pens Article on Emerging Markets (EM) Debt, Fed Cycles for Portfolio Adviser
William Blair Investment Management’s Daniel Wood published an article – “Should EM debt investors be afraid of the Fed hiking cycle?” – for London-based publication Portfolio Adviser, discussing how Fed rate hikes are impacting EM debt portfolios.
Read moreMutual Fund Wire Covers William Blair’s Ranking Among “Top Workplaces in 2022”
Investment management industry magazine Mutual Fund Wire covered the news that William Blair was named one of the “Top Workplaces in 2022” in the annual survey conducted by HR technology provider Energage.
Read moreMergers & Acquisitions, Others Cover Announcement of John Kreger as Director of Research
John Kreger’s appointment to the role of director of research was featured across the financial services media landscape.
Read moreIn Reuters: Yvette Babb Comments on Investor Implications of Kenya’s Elections
William Blair Investment Management portfolio manager Yvette Babb provides comment on the investor implications that will follow Kenya’s elections.
Read moreLaura Coy Featured in Sheridan Road Magazine
Laura Coy, head of philanthropy strategy and ESG integration for William Blair, was featured in a Sheridan Road magazine article, “Parting Words: Doing Good,” published August 2022.
Read moreForbes Ranks William Blair’s David Dreifuss, Andrew Feichter, Andrew Sims Top Next-Gen Wealth Advisors
Forbes magazine named William Blair’s David Dreifuss, Andrew Feichter, and Andrew Sims to its 2022 Top Next-Gen Wealth Advisors Best-In-State list for Illinois published August 3. Dreifuss and Feichter also made the magazine’s national list.
Read moreMatt Fleming Looks at Auto Stocks in Barron’s
William Blair Investment Management’s Matt Fleming adds his thoughts to this Barron’s story centered auto parts retailers and their related investment opportunities.
Read moreAnalyst’s “Buy” Rating for Wayfair Highlighted by CNBC
William Blair’s “buy” rating for Wayfair, Inc. ($W) was at the center of this CNBC story on the online retailer’s recent performance.
Read moreWilliam Blair Ranked a Top Corporate Philanthropist in San Francisco Bay Area
William Blair was ranked among the most charitable companies and organizations in San Francisco Business Times’ 2022 Top 100 Bay Area Corporate Philanthropists list.
Read moreAnu Sharma Quoted in Real Deals
Anu Sharma, William Blair’s head of European investment banking, was quoted in European financial services publication Real Deals where he highlights the importance of a “selective” process for transactional activity.
Read moreInvestment Banking’s Expansion of Tech-Enabled Services Capabilities Draws Headlines
William Blair’s investment banking team recently added managing director Blake Jones, along with directors Josh Funt and Louis Oliver, to the group’s tech-enabled services practice, where they will focus on the financial services sector. The announcement was covered widely by financial services and tech industry trade publications.
Read moreThurston Discusses Chinese Stock Rally, Slowdown with Barron’s
There are numerous economic and geopolitical factors that have played into a rally in Chinese stocks, though there were signs recently that bullish investor sentiment, activity and resulting returns hit a few “speed bumps” recently. William Blair Investment Management’s Vivian Lin Thurston has her strategy mentioned in Barron’s.
Read moreFinancial News Names William Blair’s Jack Blomfield a Rising Star of Investment Banking
Jack Blomfield, a William Blair partner and a managing director in the firm’s London office, was named to Financial News Rising Stars of Investment Banking list.
Read moreYahoo! Finance Interviews Steve Maletzky on IPOs
Steve Maletzky, managing director and head of capital markets at William Blair, was featured in this Yahoo! Finance article centering on the “oversupply” of IPO activity.
Read moreNew Investment Banking MDs Profiled in The Deal
Alex Murrill, Manuel Sammut and Eric Sanschagrin, investment bankers in the firm’s London office, joined the firm in July and were subsequently featured in The Deal’s “Euro Movers and Shakers” column.
Read moreBenefits Canada Magazine Recognizes William Blair Among Fastest Growing Money Managers
William Blair topped the list of fastest growing money managers in Canada in the $1 billion to $10 billion assets under management category of Benefits Canada's 2022 Top 40 Money Managers Report.
Read moreResearch Analyst Stephen Sheldon Quoted in FundFire
William Blair research analyst Stephen Sheldon is quoted in this FundFire piece centered on Colliers International Group’s acquisition of Denver-based Versus Capital, a $6 billion real estate fund manager.
Read moreWilliam Blair’s Expansion of the Private Capital Advisory Group Draws Headlines
Gage Alpert’s addition to the firm’s private capital advisory group was featured in financial services industry press.
Read moreVivian Lin Thurston Quoted in The Wall Street Journal
William Blair Investment Management’s Vivian Lin Thurston was quoted recently in a Wall Street Journal article discussing the forces behind the “turbulence” of stocks in China.
Read moreHead of Private Capital Advisory Mike Custar Featured in Wall Street Journal
Mike Custar, head of William Blair’s private capital advisory group, was featured in a Q&A in the Wall Street Journal’s Private Equity Pro, sharing his perspective on secondary deal volume in the second half of 2022.
Read moreEmerging Markets PM Quoted in the Financial Times
Marco Ruijer, emerging markets portfolio manager at William Blair, is quoted in the Financial Times on the topic of investor sentiment and funds related to assets in developing countries.
Read moreKristina Blaschek Discusses Data’s Impact on Asset Management in Citywire
Kristina Blaschek, director of business and technology solutions for William Blair Investment Management, is quoted in this Citywire article on the usage of data in asset management.
Read moreCNN Quotes Ralph Schackart’s Outlook on Amazon, GrubHub Partnership
Amazon and GrubHub announced recently a partnership that will offer Prime members access to a free membership with GrubHub for free delivery for a year. William Blair’s Ralph Schackart wrote analyst note following the announcement which was quoted in this CNN article.
Read moreBloomberg Feature Highlights Media Coverage of Investment Banking’s Growth in Europe
In July William Blair’s investment banking team in Europe added five senior hires, a significant development that was wildly covered in financial industry media outlets in the U.K. and U.S. alike, led by a feature story.
Read moreWilliam Blair Investment Management’s Daniel Wood Quoted in Reuters
In their 1H 2022 markets recap story, Reuters included the perspective of Daniel Wood, an emerging markets debt portfolio manager for William Blair Investment Management.
Read moreBarron’s Names Three William Blair Colleagues Top Women Advisors
Louise Lane, Carlette McMullan, and Jackie Moss were named America’s top women financial advisors in Barron’s annual list released on June 18.
Read moreWilliam Blair Investment Management’s Olga Bitel Mentioned in Morningstar
After the Fed raised interest rates by the largest margin since 1994, William Blair Investment Management global strategist Olga Bitel was quoted by Morningstar.
Read moreAnalyst Jason Ader Quoted in Marketwatch
After their earnings report, Oracle’s stock soared. William Blair research analyst Jason Ader’s outlook on macro factors impacting the brand was included in Marketwatch’s coverage of the news.
Read moreWilliam Blair’s Growth Stock Conference Featured in New York Times
At William Blair’s annual Growth Stock Conference, attendees were polled about their outlook for the rest of 2022 and the results were featured in the financial services industry liveblog published by the New York Times.
Read moreWilliam Blair’s Cybersecurity Company Stock Picks Highlighted by Capital.com
Following the annual cybersecurity-focused RSA Conference held in San Francisco, William Blair’s research team highlighted three stocks they believed to be attractive investments at the moment.
Read moreBloomberg Quotes Jared Lou on Columbia’s Election and its Investor Impact
William Blair Investment Management’s Jared Lou discusses how the presidential election in Columbia is changing—or not changing—the landscape for investors interested in the country’s investment opportunities.
Read moreCorwin, Prasad Cited by MedCity News
A research note on biotech company Arcellx written by equity analysts Sami Corwin and Raju Prasad was cited in MedCity News, an industry trade covering the sector.
Read moreTrahms, Flynn Published in Waste360
William Blair Investment Banking’s Jo Trahms and Brian Flynn crafted an article—“The Future of Plastic is Shaded Green”—which was published by industry trade magazine Waste360.
Read moreWilliam Blair Analyst Raju Prasad Comments on Bluebird Bio in Reuters
The FDA recently ruled bluebird bio’s blood disorder therapy as effective, and William Blair analyst Raju Prasad is quoted on the implications for the company.
Read moreWilliam Blair Expands Private Capital Advisory Practice
After launching the firm’s Private Capital Advisory practice in May, William Blair took the first step in bolstering the group’s capabilities with the addition of Tom Marking.
Read moreMarcelo Assalin Comments on CDS Announcement on Russian Debt
As William Blair Investment Management’s head of emerging markets debt Marcelo Assalin points out, that as far as The Credit Derivatives Determinations Committee is concerned, there’s been Russian default.
Read moreBenefits Canada Ranking Shows William Blair as Fastest Growing Money Manager with Canadian Assets
Each year, Canadian HR and pensions publication Benefits Canada ranks the Top 40 Money Managers with Canadian assets, as well as the fastest growing investors. In 2022, William Blair ranked number one on the list of fastest growing investors in the $1 billion - $10 billion category, noting an impressive 136% growth year-over-year.
Read morePartnership with iMentor Highlighted in Forbes
iMentor Chicago, an organization that is committed to developing a pipeline of workplace talent that mirrors that of the residents in the communities they operate, and William Blair community partner, recently outlined their vision in Forbes, highlighting their partnership with our firm.
Read moreKen McAtamney Makes the Case for U.S. Equities in Barron’s
William Blair Investment Management’s Ken McAtamney is quoted in this Barron’s article where he shares his perspective on the opportunities that may be present in today’s current market volatility.
Read moreChristina Bresani Featured in Bloomberg
Corporate Advisory head Christina Bresani discusses her background, William Blair’s investment banking experience and her outlook for public company M&A in a feature piece in Bloomberg’s Deals newsletter.
Read moreSharon Zackfia Outlines e-Commerce Auto Market in Automotive News
William Blair research analyst Sharon Zackfia recently provided her outlook on the major e-commerce players in auto sales in a story in Automotive News.
Read moreBloomberg Quotes Louie DiPalma on In-Flight WiFi Market
In-flight WiFi service has presented some with headaches in the past. William Blair research analyst Louie DiPalma tells Bloomberg that major investments to the service have come, and will continue to be made in the near-term to help the customer experience, and the bottom line for providers.
Read moreWilliam Blair Announces Private Capital Advisory Practice
William Blair’s new Private Capital Advisory group generates excitement and widespread media coverage.
Read moreStephen Sheldon Weighs in on Commercial Real Estate Investments
Research analyst Stephen Sheldon provides insights on the incredibly active commercial real estate sector, noting that brokerages are focused now more than ever on the impact that innovation, acquisition and service line expansion can impact their bottom line.
Read moreWilliam Blair Wins Real Deals’ European Corporate Finance House of the Year Award
Real Deals recognized William Blair among the industry’s trailblazers across Europe at its 21st private equity awards event.
Read moreBloomberg Cites Johnny Chen and Clifford Lau’s Perspective on the COVID Impacts to China’s Supply Chain, Emerging Markets
As cities around China were facing a fresh round of omicron-related COVID outbreaks, local and global markets reacted accordingly, and William Blair Investment Management’s Johnny Chen and Clifford Lau added their perspective to the situation in Bloomberg.
Read moreCNBC Showcases Research Note on Amazon
Amazon’s stock took one of its hardest hits since 2006 this quarter when they announced lighter-than-expected revenue figures. William Blair’s research note provided key context for CNBC.
Read moreMergers & Acquisitions Names Two William Blair Transactions as Middle Market Deal of the Year, Two Take Home Honorable Mentions
Four William Blair-led transactions were recognized at the annual Middle Market Deal of the Year Awards hosted by Mergers & Acquisitions magazine.
Read moreMcAtamney Discusses Post-COVID Recovery with CNN Business
As key economic indicators pointed to the slowing of economic recovery in a post-COVID world, a report urging active investing released by William Blair Investment Management’s Ken McAtamney was cited by CNN Business.
Read moreJared Lou Presents Outlook on Brazilian Markets in Barron’s
Amidst a bull market in Brazil, William Blair Investment Management’s Jared Lou shares with Barron’s his outlook for investing in the country under current market conditions.
Read moreChristina Bresani Discusses the Impact of Corporate Divestitures on Public M&A Deals with Mergers & Acquisitions
Christina Bresani, William Blair’s head of corporate advisory, recently discussed with Mergers & Acquisitions how corporate divestitures is one strategy that public companies could consider to invigorate the relatively slow start to 2022’s deal volume.
Read moreBarron’s Ranks Four William Blair Advisors Top in America; Names Two Teams in Top 100
William Blair is honored to announce John Cultra, Steve Jesanis, Louise Lane, and Tom Wilson made Barron’s Top 100 Financial Advisors in America list.
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