Deal History

594+ total transactions representing $594+ billion (2021-2025) in aggregate value — 11 tracked below spanning 2021–2026 · 6 industries

594+
Total Transactions
6
Industries
2021–2026
Years Active
Business Services3
Sale of Security 101 to Morgan Stanley Capital Partners2026
Acquired by PE: Morgan Stanley Capital Partners

Exclusive financial advisor to Security 101 and Gemspring Capital in connection with the company's sale to Morgan Stanley Capital Partners

Sell SideSell Side Advisor
Sale of PartsTrader to Enlyte2025
Acquired by PE: Enlyte

Exclusive financial advisor to PartsTrader in connection with its pending sale to Enlyte, a Stone Point Capital portfolio company

Sell SideSell Side Advisor
Sale of AVI-SPL to 26North Partners2025
Acquired by PE: 26North Partners

Exclusive financial advisor to AVI-SPL in connection with its sale to 26North Partners

Sell SideSell Side Advisor
Distribution & Logistics1
Sale of Atlantic Pipe Services to Eagle Merchant Partners2025
Acquired by PE: Eagle Merchant Partners

Exclusive financial advisor to Atlantic Pipe Services in connection with its sale to Eagle Merchant Partners

Sell SideSell Side Advisor
Healthcare Services1
KKR Recapitalization of DentalXChange2025
Acquired by PE: KKR

William Blair acted as the exclusive financial advisor, marking the firm's 16th signed or closed advisory deal in 2025

RecapitalizationSell Side Advisor
Discrete Manufacturing1
Sale of Royston Group to LSI Industries2026
Strategic acquirer: LSI Industries

Sole financial advisor to Royston Group, a portfolio company of Industrial Opportunities Partners, in connection with its pending sale to LSI Industries

Sell SideSell Side Advisor
Process Manufacturing1
Sale of BUNN Commercial LP to Ali Group2026
Strategic acquirer: Ali Group

Exclusive financial advisor to global manufacturer of dispensed beverage equipment in connection with its sale to Ali Group, the world's largest foodservice equipment company

Sell SideSell Side Advisor
Software & SaaS4
Sale of PrimeRx to RedSail Technologies2026
Acquired by PE: RedSail Technologies

Exclusive financial advisor to PrimeRx in its sale to RedSail Technologies, backed by Francisco Partners and Leonard Green & Partners

Sell SideSell Side Advisor
Sale of CentralReach to Roper Technologies for $1.85B2025
Strategic acquirer: Roper Technologies

Exclusive advisor to portfolio company of Insight Partners in its $1.85 billion acquisition by Roper Technologies (NASDAQ: ROP), a S&P 500 constituent

$1B-$2BSell SideSell Side Advisor
Sale of Sertifi to Flywire for $330M2025
Strategic acquirer: Flywire

Exclusive financial advisor to Sertifi in connection with its $330 million acquisition by Flywire

$300M-$400MSell SideSell Side Advisor
Sale of EveryAction to Apax Partners2021
Acquired by PE: Apax Partners

Exclusive financial advisor to EveryAction, a portfolio company of Insight Partners, in connection with its sale to Apax Partners

Sell SideSell Side Advisor