Investment Management
Mutual Fund Observer, an investment management industry publication, named Todd McClone as a “key player” in emerging markets for the next decade.
The publication’s list was unique in that the organizers relied on the individuals on the list to build out the subsequent names to be considered, making it a peer-recommended and reporter-vetted list of six portfolio managers across the industry.
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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 moreAbsent 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 moreUnderstanding 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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