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William Blair Thinking

  • 529 Plan Account Rollovers to Roth IRAs

    529 plan account owners or beneficiaries can roll over 529 plans into a beneficiary-owned Roth IRA tax-free and penalty-free as of January 1, 2024, subject to certain limitations.

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  • Glass Half Full—Leveraged Finance Markets Stabilize in Second Quarter Capping a Resilient First Half

    Despite macro and geopolitical headwinds, leveraged finance markets stabilized in Q2, setting the stage for stronger M&A activity.

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  • Monthly Macro: The Work AI Cannot Reach

    Spanish economist and former Member of the European Parliament, Luis Garicano, Ph.D., joins William Blair macro analyst Richard de Chazal to discuss why AI is more likely to reshape jobs than replace them outright, arguing that the most valuable work combines cognitive, relational, and physical tasks that remain difficult to automate.

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Our Mission, Vision, and Values

At William Blair, we're committed to our colleagues, our clients, and our communities. Serving our clients starts with the capabilities and collaboration of our team—making our employees our most important asset. When we create an environment where employees perform their best, our delivery for clients will be the best it can be.

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Global Community Partners

We are proud of our signature Global Community Partners program, through which employees nominate organizations to receive catalytic financial support and significant volunteerism opportunities every two years.

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Our Latest News

  • Brian Flynn, Michael Loffredo Outline Market Trends in Packaging Strategies

    Brian Flynn and Michael Loffredo discuss how energy prices, digital printing, and sustainability regulations could shape packaging M&A activity.

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  • Rapport Therapeutics, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Rapport Therapeutics, Inc., a clinical-stage leader in developing therapies targeting receptor-associated proteins focused on treating neurology and neuropsychiatry disorders of high unmet clinical need.

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  • Neutron Holdings, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Neutron Holdings, Inc. (d/b/a Lime) (LIME $26.85), the world’s largest shared micromobility platform, operating fleets of e-scooters and e-bikes across roughly 230 cities and 29 countries through a vertically integrated model spanning proprietary hardware, data-driven operations, and scaled government relationships.

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