William Blair Expands Healthcare Investment Banking Team

CHICAGO, Charlotte, N.C., Feb. 07, 2018 --

William Blair, a premier global boutique, is pleased to announce that Kerr Robertson has joined the firm’s healthcare investment banking team as a managing director. Mr. Robertson will work from the firm’s recently opened office in Charlotte, North Carolina.

Over the past 15 years, Mr. Robertson has advised on industry-shaping transactions involving private and publicly traded companies in the healthcare sector, including Emeritus’s $2.8 billion merger with Brookdale Senior Living and The Ensign Group’s tax-free spin to form CareTrust REIT. He has completed more than 150 advisory and capital-raising transactions representing more than $100 billion in value across services and healthcare real estate.

“We continue to invest in additional competencies and capabilities to serve our global clients—professionals with deep sector expertise and relationships with crucial industry contacts,” said Brent Gledhill, William Blair’s global head of investment banking. “We are thrilled to have someone of Kerr’s caliber joining our veteran healthcare team and expanding our premier boutique investment banking presence in the Southeast.”

In 2017, William Blair’s healthcare team had a record year, closing more than 60 transactions generating over $15 billion in value for clients. According to Dealogic, the healthcare team ranked No. 1 among investment banks by number of sell-side advisory transactions under $2 billion in value.

Before joining William Blair, Mr. Robertson was a managing director with Wells Fargo Securities in its healthcare investment banking group. Prior to that, he worked for Coram Healthcare, a leading home infusion provider. Mr. Robertson earned his MBA from the Wharton School at the University of Pennsylvania, and a B.S. in biology from the University of North Carolina at Chapel Hill.

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 2013 to 2017, the team advised on more than $265 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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Tony Zimmer
William Blair & Company
312-364-8611
[email protected]