Who We Are | William Blair (2024)

For nearly nine decades, William Blair’s success has been driven by our ability to thoughtfully evolve to meet our clients’ changing needs amid dynamic market conditions.

Who We Are | William Blair (1)

About Us

William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

Global Capabilities: Defining Our Capabilities by Our Impact

Read how William Blair continues to innovate in order to serve client needs across investment banking and advisory, asset management, equity research, sales and trading, and wealth planning.

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Who We Are | William Blair (2)

Global Partnership

William Blair has a unique independent global partnership with a long-tenured employee base. This special structure gives our various businesses the freedom to grow while aligning across our culture and vision to be the premier global boutique.

Who We Are | William Blair (3)

Global Advisory and Capital Market Expertise

William Blair's Investment Banking group has completed more than 1,440 advisory and financing transactions over the past five years, unlocking over $770 billion in value for our clients as of June 30, 2024.

Drawing on the collective intellectual capital and deep sector expertise of a global team that spans four continents, we bring a rigorous and innovative approach to mergers and acquisitions, corporate board advisory projects, equity and debt financing, and wealth planning for liquidity events.

Who We Are | William Blair (4)

Award-Winning Equities Platform

Our Institutional Sales, Trading, and Research teams received 15 No. 1 rankings in the 2023 Coalition Greenwich annual Voice of the Client study of North American Equity Investors across equity sales, corporate access, and research. This includes our 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.

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Global Asset Management

Our Investment Management teams are solely focused on active management, with over 100 investment professionals committed to alpha generation, and seasoned sales and relationship management professionals servicing a wide range of intermediary and institutional clients. Our managers employ disciplined, analytical research processes across a wide range of strategies, including U.S. equity, non-U.S. equity, and emerging markets debt.

View our strategies

Who We Are | William Blair (6)

Distinctive Wealth Management

Private Wealth Management continues to grow its client base nationally. Serving high-net-worth individuals, families, business owners, foundations, and endowments, we offer innovative and creative strategies to help clients manage and grow their wealth.

Who We Are | William Blair (7)

Inclusion and Diversity

At William Blair, we believe great talent can come from anywhere and that diversity of skills, capabilities, perspectives, and experiences drives innovation and success.

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Awards and Recognition

William Blair is consistently rated as one of the best places to work in the financial services industry.

See our awards and recognition

History

We provide expertise and solutions to meet our clients’ evolving needs while remaining guided by our founder’s vision and values.

Explore our history

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.

Learn more about our mission, vision, and values

Who We Are | William Blair (11)

Community Engagement

Celebrating Over a Decade of Empowering Youth: The Anne Frank Art Competition

Tuesday, July 2, 2024

In 2024, the Anne Frank Art Competition celebrated its 11th anniversary, marking another milestone for an event that continuously inspires and empowers youth through artistic expression.

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William Blair Celebrates Pride Month 2024

Monday, July 1, 2024

From donation drives to care package assembly parties, fundraising to enjoying LGBTQ+-owned treats, William Blair celebrated Pride Month across offices this June with activities led by the Pride Alliance.

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Inspiring Inclusion: Celebrating Women’s History Month

Wednesday, April 10, 2024

William Blair’s Women’s Alliance hosted several incredible events throughout Women’s History Month, each embracing this year’s International Women’s Day’s theme: “Inspire Inclusion.”

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More about community engagement

Leadership

Consistency and continuity in leadership is a hallmark of our firm. Since the firm’s founding in 1935, William Blair & Company has had six CEOs or managing partners, three of whom continue to work at the firm.

Meet our leaders

Who We Are | William Blair (15)

Who We Are | William Blair (2024)
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