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    Daniel Maxwell

    Research Analyst at William Blair & Company, L.L.C.

    Daniel Maxwell is an Equity Research Associate at William Blair & Company, L.L.C. with specialization in equity research and investment advisory services. He has worked with clients covering various sectors in the financial industry, contributing to investment strategies and company analyses; however, specific performance metrics and individual company coverage details are not publicly available. Daniel began his career at Fischer Investment Group in 2019 before joining William Blair, building experience in both research and advisory capacities. He holds professional credentials as an investment advisor representative and has been registered in the securities industry for over 20 years.

    Daniel Maxwell's questions to UL Solutions (ULS) leadership

    Daniel Maxwell's questions to UL Solutions (ULS) leadership • Q2 2025

    Question

    Daniel Maxwell of William Blair & Company, L.L.C. inquired about shifts in client behavior due to tariffs, particularly regarding China, and asked for an update on lab capacity and future investment priorities.

    Answer

    President & CEO Jennifer Scanlon noted that uncertainty in 2025 led to some demand pull-forward but expects normalization as clarity increases. She also highlighted recent lab expansions in Europe, Mexico, Korea, and Japan, emphasizing a disciplined, growth-oriented approach to capital investment where customer demand is strong.

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    Daniel Maxwell's questions to PAYCHEX (PAYX) leadership

    Daniel Maxwell's questions to PAYCHEX (PAYX) leadership • Q3 2025

    Question

    Daniel Maxwell inquired about the client preference between ASO and PEO models, the reasons for the lower Q4 PEO guidance, and whether the softness in client hiring was concentrated in specific areas.

    Answer

    Executive Robert Schrader confirmed the lower guidance is primarily due to challenges with the at-risk medical plan in Florida, which has no impact on earnings. CEO John Gibson elaborated that while overall PEO performance is strong, a reduction in participation in the high-value Florida plan, smaller deal sizes, and a trade-down to lower-cost plans created a revenue headwind. Gibson also noted that the hiring softness was broad-based but was impacted by events like the California fires and lower bonus check volume.

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