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. The firm secured 12 No. 1 rankings across equity sales, corporate access, and research, positioning itself strongly among U.S. equity small- and mid-cap funds.
We are incredibly proud to be recognized as the top firm in a dozen categories by the Coalition Greenwich study. This achievement reflects our unwavering commitment to delivering exceptional sales, research, and corporate access services to our clients.
SCOTT McLAUGHLIN, Head of Equities for William Blair
William Blair achieved the prestigious No. 1 ranking in the following categories:
Sales
- Best Tailored Research Calls and Services
- Equity Sales and Corporate Access Quality
- Capability of Sales Professional
- Most Intense Sales Coverage
- Equity Sales Coverage in Technology
- Equity Sales Coverage in Consumer
Research
- Best Thematic Research
- Quality of Equity Analyst Service
- Equity Research Coverage of Internet Services & Infrastructure
- Equity Research Coverage of IT – Application Software
- Equity Research Coverage of Hardware, Peripherals & Equipment
Corporate Access
- Lead Firm Relationships
Beyond the No. 1 rankings, the firm was recognized as No. 2 for Best Industry Sales Coverage, Equity Sales Coverage in Healthcare, Equity Sales Coverage in Industrials, Total Relationships (corporate access), Equity Research Coverage of Healthcare Equipment & Supplies, and Equity Research Coverage of Healthcare Providers & Services.
Additionally, 63% of clients surveyed rated the capability of William Blair’s U.S. small/mid-cap equity sales professionals as “excellent,” highlighting the firm’s strong commitment to client engagement.
"This feedback from our clients is invaluable and underscores our dedication to understanding and meeting their unique needs in an ever-evolving market,” said Scott McLaughlin.
About William Blair
William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients' evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide. *
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.