a portfolio company of Sunstone Partners
has been acquired by
October 2024
Managing Director, Head of Healthcare IT
Joe Schauenberg is a managing director for William Blair based in the firm’s Chicago office. He joined William Blair's investment banking team in 2007. Prior to William Blair, he worked for Arthur Andersen Business Consulting and Ernst & Young Health Sciences Consulting.
Barrington 220 Educational Foundation, Board of Trustees
Ponseti International Foundation
a portfolio company of Sunstone Partners
has been acquired by
October 2024
a portfolio company of Francisco Partners
has received a strategic growth
investment from
July 2024
a portfolio company of BPOC
has been acquired by
June 2024
William Blair acted as financial advisor to Health-E Commerce, a portfolio company of BPOC, in connection with its sale to H.I.G. Capital.
Read more
Initial Public Offering
June 2024
has acquired
March 2024
has acquired
November 2023
a portfolio company of THL
has been acquired by
August 2023
has been acquired by
July 2022
William Blair acted as exclusive financial advisor to LeanTaaS, a portfolio company of Insight Partners and Goldman Sachs Growth Equity, in connection with its pending sale to Bain Capital Private Equity.
Read morea 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 strategic investment from
October 2021
William Blair acted as exclusive financial advisor to HHAeXchange, a portfolio company of Cressey & Company, in connection with its pending strategic investment from Hg.
Read morea portfolio company of Hg & Vista Equity Partners
has been acquired by
a portfolio company of Five Arrows Principal Investments & TA Associates
September 2021
William Blair acted as financial advisor to Allocate, a portfolio company of Hg and Vista Equity Partners (Vista), in connection with its pending sale to RLDatix, a portfolio company of Five Arrows Principal Investments and TA Associates.
Read moreOur 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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