Not Disclosed
has sold a majority stake to
January 2024
Financial Services
Blake Jones
Managing Director, Financial Services
About Blake
Blake Jones is a managing director for William Blair based in the firm’s Chicago office. He joined William Blair's investment banking team in 2022. Prior to William Blair, he worked for Truist Securities Inc., Morgan Keegan & Co., Deutsche Banc and Alex. Brown & Sons.
Notable Transactions
Not Disclosed
a portfolio company of Lee Equity Partners
has acquired
a subsidiary of Kestra Financial
August 2023
Financial Services
Not Disclosed
has made a minority investment in
August 2023
Financial Services
Not Disclosed
has made a strategic equity investment in
a portfolio company of
Lovell Minnick Partners
May 2023
Financial Services
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
Financial Services
Financial services investment banking at William Blair draws on the firm’s deep expertise and relationships throughout the sector to deliver objective advice and execution excellence. We have built a leading franchise helping financial services companies maximize the value of their businesses. Our clients turn to us for outstanding execution for their M&A advisory and capital-raising objectives.
The strength of our relationships with strategic and financial buyers in the financial services sector and our global reach have allowed us to deliver outstanding results for our clients.
More about our financial services 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.