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Asset/Investment Management
FINANCE
williamblair.com

Investments

52

Portfolio Exits

21

Funds

5

Partners & Customers

9

About William Blair & Company

William Blair & Companyis a Chicago-based investment firm offering investment banking, asset management and institutional and private brokerage to clients.

Headquarters Location

222 West Adams Street

Chicago, Illinois, 60606,

United States

312-236-1600

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Latest William Blair & Company News

Have A Look At William Blair's Top Biotech Picks For 2023

Dec 25, 2022

William Blair & Company's report outlined some key themes and significant trends to monitor while entering 2023, providing its top stock ideas for the upcoming 12-month period. Latest Ratings for NBIX DateFirmActionFromTo Mar 2022Piper SandlerDowngradesOverweightNeutral Feb 2022Goldman SachsUpgradesNeutralBuy Feb 2022Morgan StanleyMaintainsEqual-Weight View More Analyst Ratings for NBIX View the Latest Analyst Ratings read more

William Blair & Company Investments

52 Investments

William Blair & Company has made 52 investments. Their latest investment was in Prime Trust as part of their Series B on June 6, 2022.

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William Blair & Company Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

6/22/2022

Series B

Prime Trust

$100M

Yes

3

10/12/2021

Series C

Halo Investing

$100M

No

12

4/19/2019

Series B

Halo Investing

$12M

Yes

6

1/17/2017

Series C

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$99M

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10

1/12/2013

Series A

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$99M

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10

Date

6/22/2022

10/12/2021

4/19/2019

1/17/2017

1/12/2013

Round

Series B

Series C

Series B

Series C

Series A

Company

Prime Trust

Halo Investing

Halo Investing

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Amount

$100M

$100M

$12M

$99M

$99M

New?

Yes

No

Yes

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Co-Investors

Sources

3

12

6

10

10

William Blair & Company Portfolio Exits

21 Portfolio Exits

William Blair & Company has 21 portfolio exits. Their latest portfolio exit was Sagence on November 08, 2022.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

11/8/2022

Acquired

$99M

2

8/29/2014

Acq - Fin

$99M

2

2/20/2014

Acquired

$99M

1

6/30/2010

Acquired

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$99M

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10

9/11/2009

Acquired

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$99M

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10

Date

11/8/2022

8/29/2014

2/20/2014

6/30/2010

9/11/2009

Exit

Acquired

Acq - Fin

Acquired

Acquired

Acquired

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

2

2

1

10

10

William Blair & Company Acquisitions

2 Acquisitions

William Blair & Company acquired 2 companies. Their latest acquisition was ICM on February 10, 2021.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

2/10/2021

$99M

Acquired

4

9/16/1998

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$99M

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0

Date

2/10/2021

9/16/1998

Investment Stage

Companies

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Valuation

$99M

$99M

Total Funding

Note

Acquired

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Sources

4

0

William Blair & Company Fund History

5 Fund Histories

William Blair & Company has 5 funds, including William Blair Mezzanine Capital Fund III LP.

Closing Date

Fund

Fund Type

Status

Amount

Sources

12/31/1999

William Blair Mezzanine Capital Fund III LP

Mezzanine (Third-Party)

Closed

$311M

1

12/31/1997

William Blair Mezzanine Capital Fund II LP

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$99M

10

12/31/1993

William Blair Mezzanine Capital Fund, L.P.

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$99M

10

MNC FII 2020 SERIES

10

William Blair MB Investments

10

Closing Date

12/31/1999

12/31/1997

12/31/1993

Fund

William Blair Mezzanine Capital Fund III LP

William Blair Mezzanine Capital Fund II LP

William Blair Mezzanine Capital Fund, L.P.

MNC FII 2020 SERIES

William Blair MB Investments

Fund Type

Mezzanine (Third-Party)

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Status

Closed

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Amount

$311M

$99M

$99M

Sources

1

10

10

10

10

William Blair & Company Partners & Customers

9 Partners and customers

William Blair & Company has 9 strategic partners and customers. William Blair & Company recently partnered with BDA Partners on January 1, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

1/26/2022

Partner

United States

Divested ELEVATE to LRQA. BDA and William Blair advise EQT on sale of ELEVATE to LRQA - BDA Partners

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

1

8/26/2021

Vendor

United States

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10

10/7/2019

Partner

United States

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10

7/17/2019

Partner

Italy

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10

7/17/2019

Partner

United States

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10

Date

1/26/2022

8/26/2021

10/7/2019

7/17/2019

7/17/2019

Type

Partner

Vendor

Partner

Partner

Partner

Business Partner

Country

United States

United States

United States

Italy

United States

News Snippet

Divested ELEVATE to LRQA. BDA and William Blair advise EQT on sale of ELEVATE to LRQA - BDA Partners

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

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Sources

1

10

10

10

10

William Blair & Company Team

5 Team Members

William Blair & Company has 5 team members, including current Managing Director, Rainer Hepberger.

Name

Work History

Title

Status

Rainer Hepberger

Managing Director

Current

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Name

Rainer Hepberger

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Work History

Title

Managing Director

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Status

Current

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