Corporate Services

Corporate Stock Repurchases

William Blair & Company's CES group can coordinate a company's entire share repurchase, from formulating a strategy to execution. Our traders will constantly monitor the company's stock and can act instantly when opportunities arise. These same traders will communicate with the executive client on a daily basis regarding information on order execution and will also ensure that every trade is done within the guidelines of SEC regulations.

Retirement Plans

Retirement plans are vehicles that may be used to set aside tax-deferred compensation for use by individuals at their retirement. William Blair & Company offers the following:

• Selecting a Plan
  Our CES professionals can advise a company as to the most suitable plan based on number of employees, revenues, etc.
• Investment Objectivity
  Our objective selection (with no bias toward proprietary funds), monitoring, and evaluation process enables us to offer investment options that are in the best interest of a company's employees–and help corporate executives fulfill specific fiduciary responsibilities.
• Creating a Customized Plan
  We help increase participants' confidence in making decisions about investing in the plan by delivering personalized account information, management tools, and high-touch educational sessions.
• Efficient and Robust Technology Platform
  Through a series of third-party plan administrators, clients can choose administration and service responsiveness as well as a streamlined data integration process that will provide comprehensive and accurate data at their disposal.

Directed Share Program ("Friends and Family")

A directed share program is a plan designed to allow company employees, their relatives, and other parties with a relationship to the company to purchase stock as part of a public offering. The directed share program sets aside a quantity of stock shares that qualified parties may purchase at the public offering price.

William Blair & Company can administer a directed share program as a service to the issuer. It is typical for the underwriter to reserve from three to five percent of an offering. The program is a valuable tool for issuers, who use it to involve directors, officers, employees, suppliers, and other business partners in the public offering process in the hope of giving them a stake in the issuer's future success.

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