On January 30, 2023, William Blair announced a private shares trading group, and the news was picked up by key media outlets covering the sector.
Institutional Sales and Trading
Private Shares Trading Announcement 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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