The McMullan Marshall Team
William Blair Private Wealth Management
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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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Year William Blair was founded
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Employees worldwide
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Client assets
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Independent and employee-owned
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Offices worldwide
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Companies under coverage
As of March 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
Risk: Understanding and Managing an Inevitable Part of Investing
Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.
Read moreThe 2024 Tax Reference Guide is Now Available
William Blair's tax reference guide for income earned in 2024 and tax returns filed in 2025 is now available.
Read moreCollege Was Awesome. Now What?
College graduation marks the start of a career with new responsibilities and decisions. It can be an exciting time but filled with uncertainty.
Read moreOur Latest News
Trupanion, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Trupanion, Inc. (TRUP $35.31), a leader in the global pet insurance market.
Read moreWilliam Blair Raises Over $2.5B in Non-Control Financings in Q2 2024
Private capital markets have remained extremely active in recent years as company leaders and financial sponsors seek to utilize flexible, non-control capital solutions to generate partial liquidity, accelerate organic and inorganic growth, and optimize their balance sheets.
Read moreKKR Has Acquired a Majority Stake in Agiloft
William Blair served as exclusive financial advisor to KKR in connection with its acquisition of a majority stake in Agiloft, a portfolio company of FTV Capital (FTV).
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