William Blair News
Keep up to date on our recent transactions, announcements, and events.
News and Events
Equity Research
Primo Water Corporation: Initiation of Research Coverage
William Blair initiated research coverage of Primo Water Corporation (PRMW $27.67), a leading North America–focused pure-play water solutions provider.
Read moreInvestment Banking
CardFlight Has Received a Growth Investment From WestView Capital Partners
William Blair acted as the exclusive financial advisor to CardFlight, a leading SaaS payment technology company, in connection with the Company’s growth investment from WestView Capital Partners.
Read moreInvestment Banking
William Blair Bolsters Cybersecurity Investment Banking With Senior Hire
William Blair announced today the addition of Pratik Mehta as managing director in the firm’s Technology investment banking team.
Read moreEquity Research
Apellis Pharmaceuticals, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Apellis Pharmaceuticals, Inc. (APLS $27.38), a global biopharmaceutical company focused on treating diseases by controlling the complement cascade.
Read moreInvestment Banking
William Blair Acted as an Underwriter on Three Healthcare IPOs
Last week, William Blair acted as an underwriter on three healthcare IPOs: Upstream Bio’s (NASDAQ:UPB) $293 million IPO, CAMP4 Therapeutics’ (NASDAQ: CAMP) $75 million IPO, and Ceribell’s (NASDAQ: CBLL) $207 million IPO.
Read moreInvestment Banking
The Blackstone Group Has Acquired Salient and Trystar
William Blair acted as financial advisor to The Blackstone Group in connection with its acquisitions of Salient, a portfolio company of LFM Capital, and Trystar, a portfolio company of Goldner Hawn.
Read moreInvestment Banking
William Blair Advises Robin Radar
William Blair acted as the exclusive financial advisor to Robin Radar, advising the founder and shareholders, including Inkef Capital and SHIFT Invest, in connection with its pending sale to Parcom Capital Management.
Read moreAwards and Recognition
Private Wealth Management
Oliven Named One of Money’s Best Financial Planners
Money named William Blair’s Kelly Oliven to its 2024 Best Financial Planners list.
Read moreInvestment Management
Vivian Lin Thurston Named a P&I 2024 Most Influential Women in Institutional Investing
Vivian Lin Thurston, CFA, partner, portfolio manager, has been named a Pensions & Investments 2024 Most Influential Women in Institutional Investing.
Read moreInvestment Management
Ward Sexton and Dan Crowe Named to Euro Stars 2024
Ward Sexton, CFA, partner, portfolio manager on William Blair’s Small Cap Growth and Small-Mid Cap Core strategies, and Dan Crowe, CFA, partner, portfolio manager on William Blair’s Small-Mid Cap Growth and Small-Mid Cap Core strategies, have been listed among Europe’s top fund managers in Citywire’s Euro Stars 2024 list.
Read morePrivate Wealth Management
Congratulations to Our 2024 Forbes Top Next-Gen Wealth Advisors
Forbes magazine named six William Blair wealth advisors to its 2024 Top Next-Gen Wealth Advisors and Best-in-State lists, published on August 8.
Read moreInvestment Management
Stephanie Braming Named to Forbes’ 50 Over 50 List
Stephanie Braming, CFA, partner, global head of William Blair Investment Management, has been named to Forbes’ fourth annual 50 Over 50 list, which is dedicated to spotlighting women across industries.
Read morePrivate Wealth Management
Five William Blair Advisors Make Barron’s 2024 Top Women Financial Advisors List
Congratulations to Lindsey Holton, Louise Lane, Laura Linger, Sarah Mercurio, and Jackie Moss, named in Barron’s list released on July 19.
Read moreIn The Media
Investment Management
Blake Pontius Featured in Asia Asset Management
William Blair Investment Management’s Blake Pontius, CFA, director of sustainable investing, was quoted in Asia Asset Management on the topic of institutional investors’ outlook for renewable energy investing over the next five years.
Read moreInvestment Management
Nick Zimmerman Quoted in Germany’s Börsen-Zeitung
William Blair Investment Management’s Nick Zimmerman, CFA, partner, was quoted in German business publication Börsen-Zeitung, where he discussed the stocks he’s currently following.
Read morePrivate Wealth Management
Oliven Named One of Money’s Best Financial Planners
Money named William Blair’s Kelly Oliven to its 2024 Best Financial Planners list.
Read moreInvestment Banking
Stewart Licudi Discusses European PE Activity in Real Deals
William Blair Investment Banking managing director Stewart Licudi was quoted in European private equity publication Real Deals in an outlook piece highlighting the key trends and policy decisions driving activity in M&A and private equity investment in 2024.
Read moreInvestment Banking
Ben Riback Discusses PE’s Appetite for Baked Goods in The Deal
William Blair Investment Banking managing director Ben Riback was quoted in The Deal in its coverage of private equity’s appetite for investments in companies producing products in the baked goods category.
Read moreContact Us
Please contact Tony Zimmer with any media-related inquiries or to request a complete media kit.
+1 312 364 8611
tzimmer@williamblair.com
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