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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

  • Investment Banking

    Naviant Has Received a Strategic Investment from DNS Capital

    William Blair acted as the exclusive financial advisor to Naviant in connection with its strategic investment from DNS Capital.

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  • Investment Banking

    United Building Solutions Has Been Acquired by AE Industrial Partners

    William Blair acted as the exclusive financial adviser to United Building Solutions, Crescendo Capital Partners and NewSpring Capital, in connection with the company’s sale to AE Industrial Partners.

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  • Investment Banking

    LDX Solutions Has Been Acquired by Andritz AG

    William Blair acted as exclusive financial advisor to LDX Solutions, a portfolio company of Insight Equity, in connection with its sale to Andritz AG.

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  • Investment Banking

    William Blair Names John Ivey, B.T. Remmert Co-Heads of Technology Investment Banking

    William Blair has named managing directors John Ivey and B.T. Remmert as the firm’s co-heads of Technology investment banking.

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  • Investment Banking

    Hillenbrand Has Agreed to Sell a Majority Interest to Bain Capital

    William Blair acted as financial advisor to Hillenbrand, Inc. (NYSE: HI) in connection with a pending majority interest sale of its subsidiary company, Milacron, to Bain Capital.

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  • Equity Research

    Rubrik, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Rubrik, Inc. (RBRK $75.59), a leading vendor in the fast-evolving data protection (DP) industry, pioneering a next-generation approach to data backup and transforming perceptions of DP technology from “boring old backup” to a must-have cyber resilience platform.

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  • Equity Research

    Mersana Therapeutics, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Mersana Therapeutics, Inc. (MRSN $0.57), whose lead program emiltatug ledadotin is an ADC that targets B7-H4; it is in Phase I development for TNBC. The company is also developing a HER2-targeted immune-stimulating ADC, XMT-2056, in a Phase I solid tumor study.

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Awards and Recognition

  • Private Wealth Management

    Financial Planning Names William Blair Wealth Advisors to Its Top 40 Under 40 List

    William Blair’s Matt Clark and David Dreifuss were named to Financial Planning’s Top 40 Advisors Under 40 list, released February 18.

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  • Private Wealth Management

    Forbes Names 13 William Blair Women Advisors Best-in-State

    Forbes ranked 13 William Blair colleagues in its 2025 best-in-state women wealth advisors list, released February 11.

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  • Corporate

    William Blair Earns Top Score in 2025 Corporate Equality Index

    William Blair earned a top score on the Human Rights Campaign Foundation’s 2025 Corporate Equality Index, the nation’s foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality.

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  • Private Wealth Management

    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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  • Investment Management

    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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  • Corporate

    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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In The Media

  • Investment Banking

    Steve Maletzky Quoted in S&P Global Intelligence

    Steve Maletzky, managing director and head of Capital Markets for William Blair, was quoted extensively in S&P Global Intelligence in its coverage of the IPO market’s likely rebound in 2025.

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  • Investment Management

    WBIM Portfolio Managers Share Outlook on Emerging Market Investing in 2025 in Pensions & Benefits Monitor

    William Blair Investment Management portfolio managers Marcelo Assalin, Casey Preyss, Paul Birchenough, Vivian Lin Thurston, Clifford Lau, Todd McClone, and Ian Smith, and global strategist Olga Bitel, were quoted in Pensions & Benefits Monitor, sharing their collective outlook for emerging markets investing in 2025.

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  • Equity Research

    Sharon Zackfia Discusses Restaurant Industry Sentiment With Nation’s Restaurant News

    William Blair research analyst Sharon Zackfia shared her perspective on the restaurant industry’s economic outlook with Nation’s Restaurant News following the annual ICR conference.

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  • Equity Research

    Andrew Jeffrey Guests on Bloomberg TV’s The Close

    William Blair research analyst Andrew Jeffrey was among the guests on Bloomberg TV’s The Close, where he discussed the firm’s initiation of coverage on digital banking provider SoFi.

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  • Investment Banking

    Brian Flynn Featured in Mergermarket

    Brian Flynn, managing director and packaging sector investment banking lead for William Blair, was quoted in Mergermarket, where he highlighted the current M&A landscape for companies producing packaging and shipping materials for a diverse roster of sectors.

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Contact Us

Please contact Padraic Swanton with any media-related inquiries or to request a complete media kit.

+1 312 364 5290
pswanton@williamblair.com

For inquiries related to Equity Research, please contact Chris Thonis.

+1 312 364 8565
cthonis@williamblair.com

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