Sign in

    Tyler Mulier

    Vice President and Equity Analyst at William Blair & Company

    Tyler Mulier is a Vice President and Equity Analyst at William Blair & Company, specializing in financial sector research with a focus on companies such as LPL Financial Holdings and Donaldson Company Inc. He has contributed to high-impact equity research notes on industry trends and has helped shape consensus outlooks, with his analysis referenced in market commentary and investment decision-making. Mulier began his career in equity research and currently holds the Chartered Financial Analyst (CFA) designation, reflecting his expertise and commitment to professional standards. He is registered with FINRA and is recognized for his analytical rigor and influential research coverage within the sector.

    Tyler Mulier's questions to DONALDSON Co (DCI) leadership

    Tyler Mulier's questions to DONALDSON Co (DCI) leadership • Q3 2025

    Question

    Tyler Mulier, on behalf of Brian Drab from William Blair, questioned the sustainability of the aftermarket business's growth, given an implied deceleration in Q4 guidance. He also asked about visibility in the Aerospace & Defense segment and the potential for tough comparisons in fiscal 2026.

    Answer

    CEO Tod Carpenter attributed the aftermarket's strength to typical seasonality where Q3 and Q4 are strongest, combined with successful market share gains. For Aerospace & Defense, he confirmed long-term project visibility but noted that near-term lumpiness is difficult to predict due to supply chain uncertainties. He expressed confidence in the segment's strength despite these challenges.

    Ask Fintool Equity Research AI

    Tyler Mulier's questions to GCM Grosvenor (GCMG) leadership

    Tyler Mulier's questions to GCM Grosvenor (GCMG) leadership • Q1 2025

    Question

    Tyler Mulier of William Blair & Company inquired about the Grove Lane initiative, asking for the rationale behind choosing a joint venture structure and where the initial efforts will be focused, particularly given the current market uncertainty for individual investors.

    Answer

    Chairman and CEO Michael Sacks responded that the individual investor channel represents a significant, long-term growth opportunity due to its under-allocation to alternatives, which transcends short-term market volatility. He explained that the JV structure is strategic for attracting top-tier talent by offering ownership and entrepreneurial incentives. The structure also includes a future option for GCMG to acquire the venture once it is more mature and accretive.

    Ask Fintool Equity Research AI