Investment Banking
William Blair technology investment banker Bhavan Suri served as the featured guest on the InsurTech Leadership Podcast, where he discussed the current landscape for the sector.
Suri explored the nuances specific to the insurance vertical—including how to develop a strong team and strategies for managing IP—and described the fundraising environment for InsurTech as reasonably healthy amid some valuation complexities.
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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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