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.
Institutional Sales and Trading
Equities Growth Featured in Industry Press
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Duomed Has Entered Into Exclusive Negotiations to be Acquired by Palex
William Blair acted as the exclusive financial advisor to Duomed Group, a portfolio company of G Square Healthcare Private Equity, in connection with the contemplated sale to Palex Medical, a portfolio company of Apax Partners and Fremman Capital.
Read moreYour Estate Plan – Capture the Golden Opportunity Before It Sunsets
Absent further legislation, The Tax Cuts and Jobs Act will sunset on January 1, 2026, reverting to 2017 levels, adjusted for inflation, or approximately $7M per taxpayer. As a result, wealthy individuals and families will be subject to significantly more federal estate tax in 2026 than they are today.
Read moreQuick Reference Guide to Retirement Plans
Understanding the nuances between retirement plans can be challenging. William Blair’s Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.
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