Articles from William Blair

William Blair announced today that Robert D. Kendall has been named global head of the firm’s investment management business, responsible for the strategic direction of the business including all portfolio management, client and operational activities.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, has named managing directors John Ivey and B.T. Remmert as the firm’s co-heads of Technology investment banking. Ivey and Remmert will succeed Pete Dalrymple when he departs the firm in the second quarter, and they will serve as market-facing leaders of the Technology team’s business growth and team development.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the addition of Terence Tan as managing director in the firm’s Healthcare investment banking team. Based in New York, Tan will focus on providing biopharma companies with comprehensive advisory services.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, has named Stewart Licudi as the firm’s head of European investment banking. Based in London, Licudi will lead William Blair’s investment banking advisory activity in Europe.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the expansion of its Equity Capital Markets investment banking team with the addition of veteran investment banker Ilya Blanter. He joins as a managing director and head of equity-linked capital markets in New York, where he will lead convertible debt origination, structuring, and execution.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the addition of Pratik Mehta as managing director in the firm’s Technology investment banking team. Based in San Francisco, Mehta will provide sophisticated corporate finance and M&A advisory services to enterprise software clients primarily in the cybersecurity sector. Mehta is joined by Spencer Taube as a vice president in Los Angeles.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the addition of Derek Smith as managing director to the firm’s Financial Services practice in Chicago. He will focus on merger-and-acquisition and capital-raising transactions for public and private companies in the insurance industry.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the expansion of the firm’s Private Wealth Management presence in Philadelphia with the addition of Fernberger Wealth Management. The team is led by managing director, wealth advisor James Fernberger, and includes Alex Fernberger and Zach Fernberger, also joining as managing directors, wealth advisors. The group was most recently with Raymond James, where they had $1.2 billion in client assets.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the continued expansion of the firm’s Private Capital Advisory team, with the addition of Sprague Von Stroh as managing director. Based in San Francisco, Von Stroh joins from the Credit Suisse Private Fund Group and will focus on West Coast investor coverage across primary, secondary, and co-investment advisory assignments.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the hiring of industry veterans Jerome Wallace and Brian Williams to lead the firm’s Fund Placement and Advisory practice.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, is thrilled to announce its outstanding performance in the 2023 Coalition Greenwich annual Voice of the Client study of North American Equity Investors. The firm secured 15 No. 1 rankings across equity sales, corporate access, and research, including its first ever top ranking in lead firm relationships for research/advisory, solidifying its position as a leading player among U.S. equity small- and mid-cap funds.

William Blair today announced the launch of the William Blair Small-Mid Cap Value Fund (ISMVX). Portfolio managers William Heaphy, CFA, and Matthew Fleming, CFA, will co-manage the fund, which seeks to invest in undervalued small- and midcap companies that it believes possess solid balance sheets and free-cash-flow generation and management teams that are strong stewards of capital allocation. Usually, the companies are selling at a price-to-earnings (P/E) ratio below the average P/E ratio of the Russell 2500 Value Index, with higher returns on equity and capital.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced that Michael Trimberger has been named chief financial officer (CFO). Based in Chicago, he is responsible for the firm’s global accounting, finance, and tax teams. Trimberger replaces Jon Zindel, who has transitioned to a senior advisory role focused on a new strategic initiative in the firm’s private wealth management business.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the continued expansion of the firm’s Private Capital Advisory investment banking practice with the addition of two senior hires. Based in Charlotte and focused on fund placement in the Mid-Atlantic, Southeast, and South regions, Matthew Flynn joins as managing director and Hudson Collins joins as director in New York.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the expansion of the firm’s Private Wealth Management offices in San Francisco and Denver. Laura Harrison Ward joins as managing director, wealth advisor in San Francisco, and Mark N. Warren and John D. Warren join as managing directors, wealth advisors in Denver.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the addition of two senior hires in the firm’s equities group. Paul Ordinario joins as managing director, south regional sales manager, and Chris Stella will serve as managing director in equity institutional sales out of New York.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the expansion of the firm’s Private Capital Advisory investment banking practice into the primary fund placement market with the addition of three senior hires. Jeff Hypes joins as managing director in Chicago, and Nick Ohler and Andrew Viehe join as directors in New York.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the launch of its Private Shares Trading practice. Private shares trading expands the firm’s Institutional Sales & Trading offerings, delivering buyers and sellers of private capital the highest level of transactional focus, informational access, and private market insights.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the expansion of the equity research team with the addition of Scott Hansen as associate director of research. Based in New York, Hansen will work closely with and report to William Blair’s director of research, John Kreger.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today that it has further expanded its investment banking team with the addition of William Kallop as a managing director in the firm’s consumer and retail group. Based in Chicago, Kallop will focus on clients across the consumer and retail sector, including consumer services, food and beverage, and enthusiast brands.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today that it has expanded its investment banking team with the addition of David Hatch. Joining in Charlotte as a managing director on the supply chain and commercial services (SCCS) team, Hatch draws on a career spanning more than 15 years focused on clients across the supply chain services sector.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the addition of six senior hires in the firm’s equity sales, trading, and research group. The new hires follow a period of sustained growth for William Blair’s equities team and mark the launch of the firm’s first energy and sustainability research vertical.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today that it has continued its investment banking team growth in Europe with the addition of Dominic Emery. Emery joins as a managing director based in the firm’s London office, where he will advise clients in the technology sector.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced that Amber Kennelly has been named chief human resources officer (CHRO). Kennelly will join William Blair’s leadership team and oversee the firm’s human resources capabilities.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today that John Kreger has been named director of research of the firm’s sell-side equity research group. Based in Chicago, Kreger will oversee a team of research analysts responsible for coverage of more than 700 growth-oriented companies.

William Blair today announced the launch of the William Blair Emerging Markets ex China Growth Fund (WXCIX). Portfolio managers Todd McClone, Casey Preyss, and Vivian Lin Thurston will co-manage the fund, which seeks long-term capital appreciation by investing in a diversified portfolio of emerging market companies of all sizes, excluding companies with their principal office in China.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the addition of three senior-level hires in the firm’s tech-enabled services (TES) investment banking practice. Blake Jones joins as managing director in Chicago, and Josh Funt and Louis Oliver join as directors based in Atlanta. All three will focus on the financial services sector, bringing a combined 35 years of experience and joining most recently from Truist.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today that it has bolstered its investment banking group in Europe with the appointment of five senior hires.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today that it has expanded its equity capital markets team with the addition of Derek Caracciola. Joining in New York as a managing director on the private capital markets team, Caracciola draws on a career spanning more than 15 years focused on equity, equity linked, and debt private placements.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the launch of its Private Capital Advisory practice. The practice expands William Blair’s robust financial sponsor advisory platform to provide financial sponsor clients with highly relevant and differentiated strategic advice and offer them fund placement, direct equity capital-raising (directs and co-invests), and secondary solutions on a global basis.

William Blair today announced the launch of the William Blair Mid Cap Value Fund (WVMIX). The fund, to be managed by portfolio managers Matthew Fleming, CFA, and William V. Heaphy, CFA, seeks long-term capital appreciation by investing in a diversified portfolio of equity securities of mid-cap companies.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the expansion of its executive leadership team and named Beth Satterfield to the newly created position of chief operating officer.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced that Brent Gledhill, the firm’s president, has been elected chief executive officer, succeeding John Ettelson, who has been appointed William Blair’s chairman.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced that Scott McLaughlin has been named head of equities.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the addition of Jim Conniff as a managing director in the firm’s investment banking group. Based in the firm’s Chicago office, Conniff joins the industrial growth products (IGP) team, bringing more than 25 years of experience focused on large industrial growth companies from a broad spectrum of specialized verticals, delivering advice and representation for clients on M&A and capital-raising assignments. Conniff also has extensive experience working with industrial clients owned by founders/entrepreneurs and private equity.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the addition of Daniel Polsky as managing director and co-head of syndicate in the firm’s equity capital markets group. Based in the firm’s New York office and drawing on more than a decade of experience in roles in all aspects of the capital markets sector, Polsky will focus on delivering optimal equity offering execution and advice to market-leading companies and their shareholders. Polsky will co-head the syndicate group along with Walter Prest who is based in the firm’s Chicago office.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the continued expansion of the firm’s robust life sciences practice with the additions of Neha Motwani and Rizwan Velji as managing directors. Based in the firm’s New York office, Motwani and Velji bring deep knowledge and depth of experience in biopharma and related industries, presenting clients with expert advisory in equity capital markets, mergers and acquisitions, and the specialized financial guidance that will serve William Blair’s clients well.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the addition of Michael Nelson as managing director in the firm’s growing Technology investment banking team. Drawing on his deep fintech sector expertise and industry relationships, Nelson will play a pivotal role in the firm’s FinTech advisory growth, while expanding its investment banking footprint to include Denver.

William Blair Investment Management today announced the launch of a new China Growth mutual fund to provide investors with exposure to the country’s growth into an economic superpower with some of the most innovative and fastest-growing industries and companies in the world.

William Blair Investment Management announced today that Vesta Marks, CFA, CAIA, has joined the firm as a fixed income portfolio manager, reporting to Ruta Ziverte, head of U.S. Fixed Income. Marks will be a portfolio manager on William Blair’s Core and Low Duration fixed income strategies.

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced that Ben Riback joined the firm’s growing Consumer and Retail investment banking team. Riback joins as a managing director based in the Chicago office and will be a leader in the food and beverage and agribusiness sector.