William Blair News

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

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News and Events

Wednesday, September 17, 2025
Investment Banking

William Blair Advises ENTEK and Endeavour Capital

William Blair acted as exclusive financial advisor to ENTEK Technology Holdings LLC, a portfolio company of Endeavour Capital, in connection with today’s announcement that I Squared Capital has agreed to acquire a majority equity interest in the company.
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Tuesday, September 16, 2025
Investment Banking

William Blair Adds Nordics Managing Director Focused on Private Equity

William Blair announced today the expansion of the firm’s private equity coverage in the Nordics with the addition of Daniel Nilsson as managing director in the firm’s Financial Sponsors Group.
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Thursday, September 11, 2025
Equity Research

William Blair Initiates Coverage of Two Companies in the Mechanical, Electrical, and Plumbing Industry

William Blair initiated research coverage of EMCOR Group, Inc. (EME $623.03) and Comfort Systems USA, Inc. (FIX $709.53), providers of mechanical, electrical, and plumbing (MEP) contracting services.
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Wednesday, September 10, 2025
Investment Banking

Pave America Has Been Acquired by AEA Investors and BCI

William Blair acted as the lead financial advisor to Pave America, Shoreline Equity Partners, and Trivest Partners, in connection with the Company’s sale to AEA Investors and British Columbia Investment Management Corporation.
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Tuesday, September 9, 2025
Equity Research

Siegfried Holding AG: Initiation of Research Coverage

William Blair initiated research coverage of Siegfried Holding AG (SFZN-SWX CHF 85.00), a global contract development and manufacturing organization (CDMO) focused on small molecule drug substance manufacturing and drug product manufacturing across a variety of dosage forms. Siegfried is based in Zofingen, Switzerland.
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Monday, September 8, 2025
Equity Research

Miami International Holdings, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Miami International Holdings, Inc. (MIAX $34.95), a technology-driven exchange operator that builds and operates regulated financial marketplaces, including exchanges for options, equities, and futures.
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Tuesday, August 26, 2025
Equity Research

CareDx, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of CareDx, Inc. (CDNA $12.51), which provides diagnostics and digital solutions for transplant patients and providers.
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Awards and Recognition

Wednesday, August 6, 2025
Private Wealth Management

Eight William Blair Colleagues Named Top Next-Gen Wealth Advisor Best-in-State by Forbes

Congratulations to the firm’s largest group to make Forbes’ annual listing, released on August 6.
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Monday, August 4, 2025
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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Tuesday, July 22, 2025
Corporate

William Blair Among the Most Charitable Companies in Massachusetts

William Blair is honored to be named in the Boston Business Journal's annual Corporate Citizenship Awards, recognizing the region’s top corporate charitable contributors.
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Monday, July 21, 2025
Private Wealth Management

Barron’s Names Four William Blair Colleagues as Top 100 Women Advisors

Congratulations to Lindsey Holton, Laura Linger, Sarah Mercurio, and Jackie Moss on being recognized on Barron’s annual list, released on July 18.
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Wednesday, July 16, 2025
Corporate

William Blair Receives Financial Services Top Workplaces 2025 Recognition

William Blair was recognized as a Financial Services Top Workplaces 2025 award recipient on July 16.
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Thursday, July 10, 2025
Corporate

Celebrating Our 2025 William Blair Cares Awards Recipients

We are pleased to announce the recipients of the 2025 William Blair Cares Awards, an annual recognition program celebrating employee-led and -inspired volunteerism.
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In The Media

Wednesday, August 27, 2025
Investment Banking

Mergermarket Quotes Quinn Kolberg in Mid-Year “Trendspotter” Article

William Blair investment banking managing director Quinn Kolberg was quoted a Mergermarket mid-year “trendspotter” article where he highlighted the current investor sentiment for secondaries vehicles.
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Monday, August 25, 2025
Investment Banking

The Wall Street Journal Cites Biopharma Investment Banking’s Quarterly Report

William Blair’s biopharma investment banking team’s Quarterly Rx was cited by the The Wall Street Journal in its coverage of IPO activity and other investment trends in the sector.
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Wednesday, August 20, 2025
Equity Research

Dylan Carden Quoted in Business of Fashion on “Off-Price” Retailers

William Blair research analyst Dylan Carden was quoted in Business of Fashion, where he discussed how “off-price” retailers are proving resilient amid current market conditions.
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Wednesday, August 20, 2025
Investment Management

Dan Wood Highlights Opportunities Associated With Lebanese Bonds in FT Adviser

William Blair Investment Management portfolio manager Dan Wood connected with FT Adviser to discuss what the publication referred to as a “quirky” asset class: Lebanese government bonds.
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Tuesday, August 19, 2025
Equity Research

Sharon Zackfia Outlines How Restaurant Chains Are Using “Vibes” in Marketwatch

William Blair research analyst Sharon Zackfia told Marketwatch that restaurants are focusing on their in-restaurant “vibes”—including things like increased natural light, greenery, softer paint tones, and comfier seating options—as a way to attract consumers and drive sales.
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William Blair News

News and Events

William Blair Advises ENTEK and Endeavour Capital

William Blair Adds Nordics Managing Director Focused on Private Equity

William Blair Initiates Coverage of Two Companies in the Mechanical, Electrical, and Plumbing Industry

Pave America Has Been Acquired by AEA Investors and BCI

Siegfried Holding AG: Initiation of Research Coverage

Miami International Holdings, Inc.: Initiation of Research Coverage

CareDx, Inc.: Initiation of Research Coverage

Awards and Recognition

Eight William Blair Colleagues Named Top Next-Gen Wealth Advisor Best-in-State by Forbes

Top Wall Street Analysts

William Blair Among the Most Charitable Companies in Massachusetts

Barron’s Names Four William Blair Colleagues as Top 100 Women Advisors

William Blair Receives Financial Services Top Workplaces 2025 Recognition

Celebrating Our 2025 William Blair Cares Awards Recipients

In The Media

Mergermarket Quotes Quinn Kolberg in Mid-Year “Trendspotter” Article

The Wall Street Journal Cites Biopharma Investment Banking’s Quarterly Report

Dylan Carden Quoted in Business of Fashion on “Off-Price” Retailers

Dan Wood Highlights Opportunities Associated With Lebanese Bonds in FT Adviser

Sharon Zackfia Outlines How Restaurant Chains Are Using “Vibes” in Marketwatch

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