a portfolio company of Primus Capital
has been acquired by
a portfolio company of Kelso & Company
July 2024
Managing Director, Healthcare IT
Charlie Deason is a managing director for William Blair based in the firm’s Charlotte office. He joined William Blair’s investment banking team in 2021. Prior to William Blair, he worked for SunTrust Robinson Humphrey / Truist Securities, Cotiviti, and Oppenheimer & Co.
a portfolio company of Primus Capital
has been acquired by
a portfolio company of Kelso & Company
July 2024
a portfolio company of Stone Point Capital
has been acquired by
April 2024
has received a
growth equity investment from
December 2023
a portfolio company of
WestView Capital Partners
has been acquired by
June 2023
a subsidiary of Centene
has merged with
a portfolio company of New Mountain Capital and Eir Partners
June 2023
Senior Secured Credit Facility Preferred Equity
April 2023
William Blair acted as the exclusive financial advisor to Amino Health in arranging debt and equity capital to refinance its existing indebtedness and support its continued growth.
Read morehas made a strategic investment in
October 2022
has acquired
a portfolio company of Warburg Pincus
May 2022
William Blair acted as exclusive financial advisor to Thomas H. Lee Partners in connection with the pending acquisition of Intelligent Medical Objects, a portfolio company of Warburg Pincus.
Read morehave made a significant investment in
April 2022
a portfolio company of Warburg Pincus
has been acquired by
February 2022
William Blair acted as exclusive financial advisor to Experity Inc., a portfolio company of Warburg Pincus, in connection with its sale to GTCR.
Read morea portfolio company of Clearlake Capital
has been acquired by
December 2021
has received a majority investment from
October 2021
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 BlairAs technology becomes an increasingly critical part of the effort to reduce healthcare costs, increase efficiency, and improve patient outcomes, we are committed to helping innovative healthcare IT companies accelerate their growth by accessing capital and forming strategic partnerships.
Learn more about our healthcare IT expertiseWilliam 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.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
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