News | March 4, 2019

William Blair Increases Its Transportation, Logistics, And Automotive Teams; Expands Its Charlotte, NC Footprint

CHICAGO & CHARLOTTE, N.C.--(BUSINESS WIRE)--

William Blair, a premier global boutique with expertise in investment banking, investment management and private wealth management, today announced the expansion of its Transportation, Logistics, and Automotive investment banking teams with the additions of Derek Beres, managing director, and Perry Joiner, vice president. They join William Blair’s growing Charlotte office, which has nearly tripled in size since opening just over a year ago.

“To maximize the value we provide to our global clients, we continue to invest in the highest-caliber professionals with deep sector expertise,” said Brent Gledhill, global head of investment banking at William Blair. “We are thrilled to have Derek and Perry join us and continue the expansion in Charlotte.”

Messrs. Beres and Joiner bring more than 30 years of combined experience in the transportation, logistics, and automotive sectors. Mr. Beres most recently was a managing director at Piper Jaffray, where he led that firm’s Transportation, Logistics, and Automotive group. Before that, he was a partner at Edgeview Partners, and a vice president at Morgan Stanley, where he had coverage in the U.S., London, and Germany. Mr. Joiner worked in M&A advisory at Wells Fargo and spent time in supply chain consulting, where he worked with Fortune 500 and middle-market firms.

“We are excited to join a growing firm with market leading positions in both mergers and acquisitions and equity capital markets,” said Derek Beres. “It’s so unique to find a leader with such broad collaboration across all sector teams.”

In 2018, William Blair completed more than 130 mergers and acquisitions on behalf of its clients.

About William Blair Investment Banking

William Blair’s investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives.

Drawing on the collective intellectual capital and deep sector expertise of a global team that reaches across more than 15 cities on four continents, the investment banking group brings a rigorous and innovative approach to corporate board advisory projects, mergers and acquisitions, and equity and debt financing. From 2014 to 2018, the team advised on more than $300 billion in completed transaction volume.

About William Blair

William Blair is a premier global boutique 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.* For more information, please visit williamblair.com.

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.


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