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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

    William Blair Expands Tech Enabled Services Team in Frankfurt With Senior Hire

    William Blair announced today the addition of Robert Engelhardt as a director in the firm’s Tech Enabled Services team. Based in Frankfurt, Engelhardt will provide comprehensive advisory resources to companies and financial sponsors throughout the DACH region and across Europe.

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  • Equity Research

    William Blair Initiates Coverage of One Critical Mineral and Two Rare Earth Companies

    William Blair initiated research coverage of IperionX Limited (IPX $43.79), Lynas Rare Earths Ltd. (LYSDY $9.79), and MP Materials Corp. (MP $62.00). IperionX is a titanium metal and critical materials company that produces high-performance titanium alloys from recycled material or minerals; Lynas Rare Earths is the leading producer of separated rare earths outside China, with Australian mining and processing operations and a major downstream plant in Malaysia; and MP Materials is the only fully integrated U.S. mine-to-magnet producer.

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  • Corporate

    William Blair Names New Partners for 2026

    William Blair, a premier global partnership with expertise in investment banking, investment management, and private wealth management, announced today it named 25 new partners worldwide.

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  • Equity Research

    Andersen Group Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Andersen Group Inc. (ANDG $24.25), a leading provider of independent tax, valuation, and advisory services.

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  • Equity Research

    Medline Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Medline Inc. (MDLN $41.25), a large-scale distributor and manufacturer of medical supplies, devices, and equipment.

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  • Investment Banking

    Moss Has Been Acquired by The Vomela Companies

    William Blair acted as financial advisor to Moss Inc., a portfolio company of EagleTree Capital, in connection with its sale to The Vomela Companies, a portfolio company of The Riverside Company.

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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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Awards and Recognition

  • Investment Banking

    Laura Van Peenan Honored Among Most Influential Women in Mid-Market M&A

    Laura Van Peenan was recently named one of the Most Influential Women in Mid-Market M&A by Mergers & Acquisitions.

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  • 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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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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