
a portfolio company of PSG
has received a strategic
growth investment led by

March 2025
Director, Technology
Akash Patel is a director for William Blair based in the firm’s New York office. He joined William Blair’s investment banking team in 2021. Before William Blair, he worked for Evercore, J.P. Morgan, and Teach for America.
40 Most Influential Teachers in the U.S. Under 40 (2013)
a portfolio company of PSG
has received a strategic
growth investment led by
March 2025
a portfolio company of Highgate Technology Ventures, Spectrum Equity, Eight Roads, and F-Prime Capital
has received a Series C
investment from
December 2024
a portfolio company of Partech Partners, Tesi, and Molten Ventures
has received a
majority investment led by
November 2024
William Blair acted as exclusive financial advisor to M-Files, the leader in knowledge work automation, in connection with its pending majority recapitalization led by Haveli Investments and Bregal Milestone.
Read morea portfolio company of Serent Capital
has been acquired by
a portfolio company of
Hg, TA Associates, and GIC
May 2024
a portfolio company of MidOcean Partners
has acquired
March 2024
William Blair acted as exclusive financial advisor to Zonda, a portfolio company of MidOcean Partners, in connection with its acquisition of Builders Digital Experience.
Read morea portfolio company of Madison Dearborn Partners and The Tornante Company
has been acquired by
February 2024
a portfolio company of
The Riverside Company
has been acquired by
a portfolio company of
Hg, TA Associates, and GIC
July 2023
William Blair acted as the exclusive financial advisor to Guestline, a portfolio company of the Riverside Company, in connection with its acquisition by The Access Group, a portfolio company of Hg Capital, TA Associates, and GIC.
Read morehas made a Series A investment in
November 2022
a portfolio company of Alpine Investors
has received a strategic growth investment from
November 2021
William Blair acted as the exclusive financial advisor to Paradigm, a portfolio company of Alpine Investors, in connection with its pending strategic growth investment by Francisco Partners.
Read moreOur investment bankers are 100 percent committed to your organization’s sustained success. By drawing on our deep industry and product experience as well as our dedicated global resources, we provide advisory and financing services that allow you to capitalize on today’s opportunities and anticipate tomorrow’s challenges.
More about investment banking at William BlairWe have built the premier technology investment banking franchise by using our deep sector expertise and our relationships to connect innovative, high-growth companies with transformative sources of capital and strategic partnerships. By drawing on our knowledge of strategic roadmaps and investment trends across the technology ecosystem, we have helped companies in the most dynamic verticals accelerate their growth and unlock their potential.
More about our technology expertiseWilliam Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of December 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
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