William Blair, a boutique with expertise in investment banking, has appointed Blake Jones as managing director, Josh Funt and Louis Oliver as directors.
All three hires will focus on financial services, bringing a combined 35 years of experience and joining from Truist.
Mr. Jones will play a role in expanding William Blair’s existing financial services coverage. Jones’s experience includes working with wealth and asset management firms and registered investment advisors. Mr. Funt has worked with Mr. Jones for the past five years, focusing on delivering results to companies in the same sectors. Mr. Oliver works primarily with services and technology companies in the insurance industry on all aspects of their investment banking needs.
“We are thrilled to welcome Blake, Josh and Louis to the firm, and are excited to add senior-level talent into our financial services group,” said Britt Trukenbrod, managing director and head of William Blair’s TES investment banking group. “The financial services sector is an important area of focus and growth for our TES team. These additions will enable us to continue serving our leading financial sponsor and strategic clients with holistic financial services capabilities.”