William Blair’s investment banking team recently added managing director Blake Jones, along with directors Josh Funt and Louis Oliver, to the group’s tech-enabled services practice, where they will focus on the financial services sector. The announcement was covered widely by financial services and fintech industry trade publications.
Investment Banking
Investment Banking’s Expansion of Tech-Enabled Services Capabilities Draws Headlines
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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.
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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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