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William Blair News

Keep up to date on our recent transactions, announcements, and events.

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News and Events

  • Sterling Infrastructure, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Sterling Infrastructure, Inc. (STRL $177.15), which provides site development and construction services for the data center, e-commerce, semiconductor, transportation, and residential end-markets.

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  • William Blair Advises Genstar Capital on Strategic Majority Investment in Aperture

    William Blair acted as the financial advisor to Genstar Capital, a leading private equity firm, in connection with its strategic majority investment in Aperture, LLC, a national platform of best-in-class forensic experts and portfolio company of Trinity Hunt Partners.

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  • Affirm Holdings, Inc. and SoFi Technologies, Inc.: Initiations of Research Coverage

    William Blair initiated research coverage of Affirm Holdings, Inc. (AFRM $54.69) and SoFi Technologies, Inc. (SOFI $14.07), two leaders in digital finance.

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  • William Blair Expands Biopharma Investment Banking Group With Senior Hire

    William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the addition of Terence Tan as managing director in the firm’s Healthcare investment banking team.

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  • William Blair Advises GRAM as it Partners with UniVista Insurance to Drive Next Chapter of Growth

    William Blair acted as the exclusive financial advisor to GRAM’s Americas Buyout Fund, the private equity division of GRAM, in connection with its majority investment in UniVista Insurance, a leading distributor of insurance products and services to Hispanic communities in Florida and Texas.

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  • William Blair Names New Partners for 2025

    William Blair, a premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today it named 22 new partners worldwide.

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  • GeoDynamics Has Agreed to Be Acquired by Blinqx

    William Blair acted as the exclusive financial advisor to GeoDynamics, a portfolio company of IK Partners (IK), in connection with its pending sale to Blinqx, a portfolio company of Hg Capital.

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Awards and Recognition

  • Record 21 William Blair Wealth Management Teams Named Forbes Best-in-State

    Congratulations to the record 21 William Blair wealth management teams recognized in the Forbes Best-in-State list, released January 9.

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  • William Blair Investment Management Named a 2024 Best Place to Work

    For the 12th year, William Blair Investment Management was named a Best Place to Work in Money Management by Pensions & Investments magazine.

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  • Chicago Tribune Names William Blair a Top Workplace 2024

    The Chicago Tribune honored William Blair for being one of the Top Workplaces in the large company category at a ceremony on November 15.

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  • William Blair Shines in 2024 Coalition Greenwich Study with 12 No. 1 Rankings

    William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, is thrilled to announce its performance in the annual Coalition Greenwich Voice of the Client – 2024 North American Equity Investors Study.

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  • Congratulations to Our Forbes 2024 America’s Top Wealth Management Teams

    Forbes magazine ranked two William Blair Private Wealth Management teams to its America’s Top Wealth Management Teams list, released November 13.

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  • Kelly Oliven

    Oliven Named One of Money’s Best Financial Planners

    Money named William Blair’s Kelly Oliven to its 2024 Best Financial Planners list.

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In The Media

  • Chicago Tribune Names William Blair a Top Workplace 2024

    The Chicago Tribune honored William Blair for being one of the Top Workplaces in the large company category at a ceremony on November 15.

    Read more
  • Congratulations to Our Forbes 2024 America’s Top Wealth Management Teams

    Forbes magazine ranked two William Blair Private Wealth Management teams to its America’s Top Wealth Management Teams list, released November 13.

    Read more
  • Vivian Lin Thurston Quoted in South China Morning Post

    William Blair Investment Management portfolio manager Vivian Lin Thurston was quoted in the South China Morning Post, where she shared her perspective on what drove Hong Kong’s stock benchmark to hit its lowest number since September.

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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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Contact Us

Please contact Tony Zimmer with any media-related inquiries or to request a complete media kit.

+1 312 364 8611
tzimmer@williamblair.com

Tony Zimmer

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