Not Disclosed
a portfolio company of Audax Private Equity
has acquired
October 2024
Technology
Adam Berger
Director, Technology
About Adam
Adam Berger is a director for William Blair based in the firm’s Beverly Hills office. He originally joined William Blair’s investment banking team in 2021. Before joining William Blair, he worked for UBS and Stifel.
Notable Transactions
Not Disclosed
has made a strategic
growth investment in
a portfolio company of Updata Partners
July 2024
Technology
Not Disclosed
has acquired a significant
minority stake in
April 2024
Technology
William Blair acted as the exclusive financial advisor to CVC Capital Partners in connection with its pending partnership with TOPdesk, a service management software provider.
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Not Disclosed
a portfolio company of TA Associates
has received a significant growth investment from
October 2023
Technology
William Blair acted as the exclusive financial advisor to PDQ, a portfolio company of TA Associates, in connection with a significant growth investment from Berkshire Partners.
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$125,000,000
a portfolio company of Volition Capital
has received a growth
equity investment from
August 2023
Technology
Not Disclosed
a portfolio company of Frontier Growth
has been acquired by
August 2022
Technology
$695,000,000
a portfolio company of Clairvest
has been acquired by
February 2022
Technology
William Blair acted as the exclusive financial advisor to AlsoEnergy, a portfolio company of Clairvest Group in connection with its pending sale to Stem, Inc. (NYSE: STEM).
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$5,400,000,000
has acquired
a portfolio company of Francisco Partners
February 2022
Technology
$100,000,000
Initial Public Offering
November 2021
Technology
$5,300,000,000
have acquired
October 2021
Technology
Rigorous pursuit of your success. Every transaction. Every time.
Our investment bankers are 100 percent committed to your organization’s sustained success. By drawing on our deep industry and product experience as well as our dedicated global resources, we provide advisory and financing services that allow you to capitalize on today’s opportunities and anticipate tomorrow’s challenges.
More about investment banking at William Blair
Technology
We have built the premier technology investment banking franchise by using our deep sector expertise and our relationships to connect innovative, high-growth companies with transformative sources of capital and strategic partnerships. By drawing on our knowledge of strategic roadmaps and investment trends across the technology ecosystem, we have helped companies in the most dynamic verticals accelerate their growth and unlock their potential.
More about our technology expertise
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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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.