Investment Banking
On June 7, 2022, William Blair’s Investment Banking team announced the addition of Tom Marking as a director in the Private Capital Advisory group. The announcement follows on the heels of the group’s launch with practice lead Mike Custar joining the firm together with Quinn Kolberg. Based in the firm’s New York office, Marking will play a critical role in delivering results for clients. The news was covered by key industry media.
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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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