Investments
52Portfolio Exits
21Funds
5Partners & Customers
9
Want to inform investors similar to William Blair & Company about your company?
Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights’ platform.
Expert Collections containing William Blair & Company
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Find William Blair & Company in 1 Expert Collection, including Conference Exhibitors.
Conference Exhibitors
5,302 items
Latest William Blair & Company News
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.
William Blair & Company Investments Activity
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 | |||||
1/12/2013 | Series A |
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 | ||
Amount | $100M | $100M | $12M | ||
New? | Yes | No | Yes | ||
Co-Investors | |||||
Sources | 3 | 12 | 6 |
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 | 2 | |||
8/29/2014 | Acq - Fin | 2 | |||
2/20/2014 | Acquired | 1 | |||
Date | 11/8/2022 | 8/29/2014 | 2/20/2014 | ||
|---|---|---|---|---|---|
Exit | Acquired | Acq - Fin | Acquired | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 2 | 2 | 1 |
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 | Acquired | 4 | ||||
9/16/1998 |
Date | 2/10/2021 | 9/16/1998 |
|---|---|---|
Investment Stage | ||
Companies | ||
Valuation | ||
Total Funding | ||
Note | Acquired | |
Sources | 4 |
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 | ||||
12/31/1993 | William Blair Mezzanine Capital Fund, L.P. | ||||
MNC FII 2020 SERIES | |||||
William Blair MB Investments |
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) | ||||
Status | Closed | ||||
Amount | $311M | ||||
Sources | 1 |
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 | ||||
10/7/2019 | Partner | ||||
7/17/2019 | Partner | ||||
7/17/2019 | Partner |
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 | ||||
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 . | ||||
Sources | 1 |
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 | |
Name | Rainer Hepberger | ||||
|---|---|---|---|---|---|
Work History | |||||
Title | Managing Director | ||||
Status | Current |
Discover the right solution for your team
The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.