William Blair - FinTecBuzz

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by BusinessWire

William Blair Investment Management Introduces Mid Cap Value Fund

William Blair Investment Management Introduces Mid Cap Value Fund

March 17, 20223 min

William Blair today announced the launch of the William Blair Mid Cap Value Fund (WVMIX). The fund, to be managed by portfolio managers Matthew Fleming, CFA, and William V. Heaphy, CFA, seeks long-term capital appreciation by investing in a diversified portfolio of equity securities of mid-cap companies. “Mid-cap equities are an unappreciated segment of the market despite generating one of the strongest track records of risk-adjusted performance. We believe that smaller companies are better positioned...

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by BusinessWire

William Blair Expands Investment Banking Footprint

William Blair Expands Investment Banking Footprint

September 15, 20215 min

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the addition of Michael Nelson as managing director in the firm’s growing Technology investment banking team. Drawing on his deep fintech sector expertise and industry relationships, Nelson will play a pivotal role in the firm’s FinTech advisory growth, while expanding its investment banking footprint to include Denver. “We are thrilled to have Mike, an investment banker with...

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by BusinessWire

William Blair Continues Investment Banking Expansion

William Blair Continues Investment Banking Expansion

February 26, 20213 min

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced that Bryan P. Finkel and Eric G. Roddy joined the firm’s growing investment banking team and will focus on special purpose acquisition company (SPAC) transactions. Finkel and Roddy join as managing directors based in the New York office. “We are ecstatic to have Bryan and Eric join us and accelerate the growth of our existing SPAC...

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