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    Jake Kaplan

    Vice President, Technology Investment Banking at William Blair

    Jake Kaplan is a New York-based investment banker specializing in M&A and Capital Markets advisory for software companies, currently working in William Blair's Technology practice. With a focus on technology sectors like Legal Technology, Education Technology, and HR Technology, Jake has been involved in numerous high-profile transactions across different industries. He played key roles in major deals such as Clio's $900M Series F Investment, Agiloft's acquisition by KKR, n2y and Texthelp's merger, and the sale of Modern Hire to HireVue, among others. Jake's extensive experience also includes transactions involving HR Technology, such as the Recapitalization of Thought Industries by Luminate Capital. In addition, he has been part of notable deals like the sale of TurboSquid, the recapitalization of Evergent Technologies, and the divestiture of OpusCapita.

    Jake Kaplan
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    Location

    New York City Metropolitan Area