The Sullivan Wealth Advisory Group at William Blair couples the resources of the largest, privately-held investment firm in Chicago with personal attention to assist individuals and families in growing, protecting, and managing their wealth. Based on detailed knowledge of our clients, research-driven investment insight, and our long tenure and expertise in the industry, we help you invest confidently to reach your goals. We do this by designing and deploying a financial blueprint to guide you, with a comprehensive planning perspective, analysis, and advocacy created just for you. We serve multiple generations of many families and we employ a continuous dialogue between you, your family, and the Sullivan Wealth Advisory Group. With this approach, we provide an unwavering focus on growing with you and your family’s evolving needs.
The Sullivan Wealth Advisory Group
William Blair Private Wealth Management
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935
Year William Blair was founded
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1,900+
Employees worldwide
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147 billion+
Client assets
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90 Years
Independent and employee-owned
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20+
Offices worldwide
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~650
Companies under coverage
As of December 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
Our Latest News
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smaXtec Has Agreed to be Acquired by KKR Growth and Highland Europe
William Blair acted as exclusive financial advisor to smaXtec, the world’s leading provider of bolus technology for the dairy industry and AI-powered dairy health management software, in connection with its pending sale to KKR Growth and Highland Europe.
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Sterling Infrastructure, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Sterling Infrastructure, Inc. (STRL $177.15), which provides site development and construction services for the data center, e-commerce, semiconductor, transportation, and residential end-markets.