William Blair Participates in Chicago’s Proud to Run Event

William Blair’s Pride Alliance recently celebrated its first anniversary by participating in Chicago’s Proud to Run. The event took place on the Chicago lakefront and raised $60,000 for youth and health groups including the Illinois Safe Schools Alliance, University of Chicago’s Care 2 Prevent, Test Positive Aware Network, and Pediatric AIDS Chicago Prevention Initiative.

William Blair colleagues either walked or ran the 5K and 10K and others were hosts of the event which brought out 2,000 racers, 200 volunteers and numerous community partners, families, and friends. William Blair Pride Alliance was formed to create a workplace environment that was inclusive for LGBTQ employees while supporting corporate policies that supported diversity.

Wireless Logic Agreed to be Acquired by Montagu Private Equity

This month, the signed sale of Wireless Logic from CVC Capital Partners to Montagu Private Equity is expected to close with William Blair as the exclusive financial advisor. Wireless Logic Group is backed by CVC Partners and is Europe’s leading machine-to-machine (M2M) and Internet of Things (IoT) platform provider. Wireless Logic Group works with global and local application providers, system integrators, and enterprises to provide management platforms, secure network infrastructure, and network connectivity options. The company, which was founded in 2000, has over 3.1 million subscriptions and 2,500 customers and is headquartered in the United Kingdom.

Montagu Private Equity is one of Europe’s top private equity firms. The company focuses on management buyouts with transaction values ranging from €100 million and €1 billion. The firm, headquartered in London, was founded in 1968 and has more than €4 billion assets under management.

William Blair was chosen by CVC and Wireless Logic for its extensive knowledge and experience with other companies in the M2M and IoT sector. William Blair had previously advised on the sale of RacoWireless and Wyless to Kore Wireless Group. The William Blair team provided guidance on strategy throughout the transaction process and negotiated a  positive sale term for Wireless Logic and CVC.

Read more about the deal

Two William Blair Advisors named on Barron’s Top 100 Women Advisors List

Congratulations to Carlette McMullan and Louise Lane, both partners and financial advisors at William Blair, for being named America’s Top 100 Women Financial Advisors list by Barron’s magazine. This is McMullan’s second year being included on the list and Lane’s third year. Lane was also named on Barron’s Top State Advisors list this year. Together, McMullan and Lane have 63 years experience working at William Blair.

McMullan and Lane both work with high-networth individuals, multi-generational families, and foundations. The award recognizes the volume of assets overseen by the advisors, the revenues generated for the firm, and quality of services. Typically the advisors and teams recognized by Barron’s have accounts ranging from $700,000 to $5.17 billion. Lane and her team manages $1,069,000,000 and McMullan and her team manages $713,000,000.

William Blair is truly lucky to have such dedicated people who are passionate about putting clients first to help them grow their wealth while being able to adapt to market volatility. Congratulations to the McMullan and Lane teams!

William Blair Produces Top Results in Greenwich Associates Survey

This year, William Blair produced record results in the Greenwich Associates survey of small and midcap portfolio managers. Greenwich Associates provides market intelligence insights and recommendations to improve business performance. William Blair was proud to be named the number one provider of research for three industry segments along with being tied for number one lead in overall industry segments. William Blair was also ranked number one in eight categories that included most knowledge of companies and industries, most intense sales and research coverage, and lead provider of research and advisory services.

William Blair President, John Ettelson, said regarding the recognition, “It is truly an honor to be recognized like this by the institutional investor community. Our mission is to provide research-driven insight and unparalleled service for our clients, and the results of this survey are proof that we are doing an outstanding job delivering on that promise.” Congratulations to all at William Blair!