Surveys Suggest Consumer Spending Swings to Experiences

With inflation top of mind among investors, learn how consumers responded to William Blair’s latest survey on food retail trends.

Appriss and Clearlake Capital

Daxko and Genstar Capital and GI Partners Transaction

William Blair acted as financial advisor to Daxko, a portfolio company of GI Partners, in connection with an investment from Genstar Capital and GI Partners.

William Blair Announces New President

William Blair, a premier global investment banking, investment management and wealth management firm, today announced that, effective immediately, Brent Gledhill has been elevated to the role of President.

William Blair Investment Management Hires Lih Yann Tan

William Blair Investment Management today announced the appointment of Lih-Yann Tan, CFA, as head of Asian Distribution, employed through its local affiliate William Blair International Singapore Pte. Ltd.

365 Retail Markets and Providence Equity Partners

William Blair acted as exclusive financial advisor to 365 Retail Markets, a portfolio company of McCarthy Capital, in connection with its recapitalization by Providence Equity Partners.

The Case for a Mini Consumption Boom

In this week’s Economics Weekly, we examine the consumers’ situation, and conclude that while we still have a steep hill to climb in the coming months with regard to the pandemic and the scarring that it leaves, there is a growing case to be made that households in aggregate will emerge in the spring with stronger balance sheets and considerable pent-up demand.

Monthly Macro with Richard de Chazal July 2024

In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal touches on inflation’s continued downward trajectory, the recent market rotation toward small-cap stocks, and June’s strong retail sales report.

P3 Health Partners Inc

William Blair initiated research coverage of P3 Health Partners Inc. (PIII $6.49), a physician-led and technology-enabled advanced primary care partner, working with independent provider groups to enable their transformation to risk-based payment models.

Agilysys, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Agilysys, Inc. (AGYS $94.81), a comprehensive software provider for the broader hospitality industry.