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William Blair News

Keep up to date on our recent transactions, announcements, and events.

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News and Events

  • Investment Banking

    Sirion Has Agreed to Receive a Majority Investment from Haveli Investments

    William Blair acted as exclusive financial advisor to Sirion, a portfolio company of Brookfield, Partners Group, Peak XV, and Tiger Global, in connection with its pending majority investment from Haveli Investments.

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  • Investment Banking

    Sur-Seal, LLC Has Been Acquired by Brodie Generational Capital Partners

    William Blair acted as the exclusive financial advisor to Sur-Seal, LLC, a portfolio company of Heartwood Partners, in connection with its sale to Brodie Generational Capital Partners.

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  • Equity Research

    Vertical Aerospace Ltd.: Initiation of Research Coverage

    William Blair initiated research coverage of Vertical Aerospace Ltd. (EVTL $6.09). Vertical Aerospace is a U.K.-based urban air mobility (UAM) developer pursuing certification for its Valo piloted eVTOL aircraft, with plans for a follow-on hybrid variant that would have significantly extended range and payload capacity.

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  • Investment Banking

    Matt Zimmer Discusses 2026 Outlook, Strong December Activity on Bloomberg TV

    Matt Zimmer, William Blair’s Global Head of Investment Banking, returned to Bloomberg TV’s “Open Interest” with Dani Burger and Matthew Miller.

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  • Equity Research

    Lumexa Imaging Holdings, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Lumexa Imaging Holdings, Inc. (LMRI $18.50), one of the largest providers of independent diagnostic testing facilities (IDTFs) in the United States.

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  • Equity Research

    Waters Corporation: Initiation of Research Coverage

    William Blair initiated research coverage of Waters Corporation (WAT $379.83), a global leader in analytical instruments and software, providing solutions for scientists working in laboratories worldwide.

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  • Equity Research

    Cardinal Infrastructure Group Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Cardinal Infrastructure Group Inc. (CDNL $24.18), a provider of turnkey infrastructure services for residential homebuilders, DOTs, and commercial customers.

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Awards and Recognition

  • Private Wealth Management

    Record 29 William Blair Teams Named by Forbes as Best-in-State

    Congratulations to our William Blair private wealth management teams on making Forbes’ list, released January 7.

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  • Investment Management

    William Blair Investment Management Named a 2025 Best Place to Work

    William Blair Investment Management was named a Best Place to Work in Money Management by Pensions & Investments magazine for the 13th year.

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  • Private Wealth Management

    The Cultra Wealth Management Group Recognized as a Top Team by Forbes

    Congratulations to the Cultra Wealth Management Group for being named on Forbes magazine’s America’s Top Wealth Management Teams list, released November 12.

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    Investment Management

    William Blair Investment Management Wins Citywire Asia Asset Management Award

    William Blair Investment Management was named Best Emerging Markets Local Currency Fixed Income Manager by Citywire Asia at their Asset Management Awards 2025.

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  • Equity Research

    Top Wall Street Analysts

    TipRanks acknowledged seven William Blair equity research analysts among the top 10%, reflecting their ability to outperform their peers with expertise and stock selection.

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  • Corporate

    William Blair Honored as One of the Top Workplaces in Chicago for 2025

    William Blair was named one of Chicago’s Top Workplaces for 2025 by the Chicago Tribune on November 5.

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In The Media

  • Investment Banking

    Dan Polsky Quoted in Mergermarket

    William Blair investment banking syndicate managing director Dan Polsky was quoted in Mergermarket’s story focused on the “obstacles”—from the government shutdown slowing SEC review to global economic factors—facing companies interested in going public in December.

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  • Investment Management

    Michael Patchen Published in Institutional Asset Manager

    William Blair Investment Management global equity research analyst Michael Patchen was published in Institutional Asset Manager, stemming from his article on how the current geopolitical landscape has shifted how the EU and its member states need to think about defense spending.

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  • Equity Research

    The Wall Street Journal Turns to Dylan Carden for Commentary on TJ Maxx

    William Blair research analyst Dylan Carden was quoted in The Wall Street Journal’s coverage of the forecast from T.J. Maxx’s parent company, TJX, for holiday 2025 and how it continues to lure budget-conscious to its brands, which also include Marshalls and Home Goods.

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  • Equity Research

    Sharon Zackfia Highlights Impact of Millennials, Gen Z on Cruise Industry for the Financial Times

    William Blair research analyst Sharon Zackfia was quoted in the Financial Times’ coverage of how millennials and Gen Z consumers are having a significant impact on the cruise sector after the COVID-19 pandemic slowed the industry to a crawl.

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  • Equity Research

    Jonathan Ho Quoted in Kiplinger’s

    William Blair research analyst Jonathan Ho was quoted in Kiplinger’s coverage of network services provider Cloudflare’s announcement that it has purchased Replicate, a tool used by the developers of AI technologies.

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Contact Us

Please contact Padraic Swanton with any media-related inquiries or to request a complete media kit.

+1 312 364 5290
pswanton@williamblair.com

For inquiries related to Equity Research, please contact Chris Thonis.

+1 312 364 8565
cthonis@williamblair.com

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