January 30, 2023


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William Blair Expands Tech-Enabled Companies Protection With 3 Senior Financial commitment Banking Hires

3 min read

CHICAGO & ATLANTA, July 21, 2022–(Business enterprise WIRE)–William Blair, the leading world boutique with skills in financial investment banking, investment decision management, and non-public prosperity administration, now announced the addition of 3 senior-degree hires in the firm’s tech-enabled expert services (TES) financial investment banking exercise. Blake Jones joins as taking care of director in Chicago, and Josh Funt and Louis Oliver sign up for as directors dependent in Atlanta. All a few will aim on the monetary services sector, bringing a combined 35 several years of expertise and signing up for most just lately from Truist.

“We are thrilled to welcome Blake, Josh, and Louis to the organization, and are enthusiastic to increase senior-stage talent into our monetary products and services team,” claimed Britt Trukenbrod, running director and head of William Blair’s TES expense banking group. “The fiscal providers sector is an incredibly crucial area of aim and advancement for our TES group. These additions will permit us to keep on serving our top economical sponsor and strategic clients with holistic money products and services abilities.”

Drawing on much more than 20 decades of financial investment banking experience, Jones will play a crucial purpose in the enlargement of William Blair’s existing fiscal companies protection. Jones’s knowledge includes do the job with wealth and asset management corporations, registered investment advisors, cloud-centered expense remedies, personal banking institutions, wealthtech plans, and other economical advisory organizations. Jones received his B.S. with unique attainments in commerce from Washington and Lee University.

“I’m psyched to join the William Blair economical expert services platform and carry on to make on our existing strengths and capabilities in the sector,” claimed Jones. “The firm’s collaborative strategy and understanding of significant-top quality, development-oriented monetary companies entities are vital motorists in the supply of devoted company and detailed methods for our clients.”

Josh Funt has worked in tandem with Jones for the previous 5 yrs, focusing on supply of results to firms in the same sectors. His do the job focuses on mergers and acquisitions, leveraged finance, and other financial investment banking alternatives for consumers. He received his B.S. in economics from the College of Michigan.

Louis Oliver will work principally with solutions and technological innovation businesses in the insurance policies sector on all features of their expense banking demands. Oliver obtained his M.B.A. in finance from Emory University’s Goizueta Business Faculty and his M.S. in accountancy and B.S. in analytical finance from Wake Forest College.

William Blair’s broader investment banking group carries on to make substantial investments in its workforce. On July 5 the agency introduced the addition of five senior hires in Europe—Manuel Sammut as a handling director in tech-enabled providers running director Eric Sanschagrin and director Daniel Fiegenschuh in technological innovation Alex Murrill as a managing director masking specialty distribution, industrial companies, and industrial and Shane Dulabdas as director in financial debt advisory. The organization also not long ago declared the addition of Derek Caracciola in the equity money markets crew, together with the start of the personal cash advisory practice with the choosing of Mike Custar, head of private capital advisory, and the additions of Quinn Kolberg, Tom Marking, and Gage Alpert.

About William Blair Expense Banking

William Blair’s expenditure banking team allows firms, economic sponsors, and operator/business owners close to the globe to attain their growth, liquidity, and funding targets. Drawing on the collective intellectual capital and deep sector expertise of a world wide staff that reaches about 20 metropolitan areas on 4 continents, the investment decision banking team delivers a demanding and progressive strategy to company board advisory initiatives, mergers and acquisitions, and equity and credit card debt financing. From 2017 to 2021, the group recommended on a lot more than $680 billion in completed transaction volume.

About William Blair

William Blair is the leading world wide boutique with knowledge in expenditure banking, expense administration, and private prosperity administration. We give advisory expert services, methods, and remedies to satisfy our clients’ evolving needs. As an independent and worker-owned company, together with our strategic partners, we function in far more than 20 offices around the globe.*

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

See supply version on businesswire.com: https://www.businesswire.com/information/household/20220721005781/en/


Padraic Swanton
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