Investments
52Portfolio Exits
21Funds
5Partners & Customers
9
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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 |
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