Managing Director, Co-Head of Supply Chain & Commercial Services
Derek Beres is a managing director for William Blair based in the firm’s Charlotte office. He joined William Blair's investment banking team in 2019. Prior to William Blair, he worked for Edgeview Partners/Piper Jaffrey, Morgan Stanley, and Arthur D. Little.
has acquired
a portfolio company of
Palladium Equity Partners
February 2024
William Blair acted as the exclusive financial advisor to Charlesbank Capital Partners, in connection with its acquisition of EverDriven Technologies, a portfolio company of Palladium Equity Partners.
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a portfolio company of H.I.G. Capital
has been acquired by
February 2024
William Blair acted as the exclusive financial advisor to Cardinal Logistics, a portfolio company of H.I.G. Capital in connection with its sale to Ryder System, Inc.
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has been acquired by
October 2023
together with management and
Nonantum Capital Partners
has recapitalized
December 2022
a portfolio company of Cotton Creek Capital
has been acquired by
a portfolio company of Olympus Partners
November 2022
William Blair acted as the exclusive financial advisor to Coal City Cob Company, Inc., a portfolio company of Cotton Creek Capital, in connection with its sale to Heniff Transportation Systems, LLC, a portfolio company of Olympus Partners.
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has been acquired by
an affiliate of Sun Capital Partners
September 2022
William Blair acted as the exclusive financial advisor to SalSon Logistics, Inc. in connection with its sale to Total Transportation Services Inc., an affiliate of Sun Capital Partners.
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a portfolio company of Sterling Investment Partners
has been acquired by
October 2021
William Blair acted as the lead financial advisor to All My Sons, a portfolio company of Sterling Investment Partners, in connection with its sale to Golden Gate Capital.
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co-owned by the company’s founders and Trivest Partners
has been acquired by
September 2021
William Blair acted as the exclusive financial advisor to Big Truck Rental, co-owned by the company’s founders and Trivest Partners LP, in connection with its sale to Alinda Capital Partners and existing and new management investors.
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a portfolio company of L Catterton
has been acquired by
September 2021
has been recapitalized by
August 2021
William Blair acted as the lead financial advisor to The Evans Network of Companies, a portfolio company of Calera Capital, in connection with its recapitalization with Court Square Capital Partners.
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has merged with
July 2021
has been acquired by
April 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 Blair
Our knowledge of the secular, macroeconomic, and regulatory trends shaping the development of supply chains and commercial activity at both global and local levels has made us a trusted advisor to innovative and market-leading companies around the world.
More about our supply chain & commercial services expertise
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.*
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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