MILWAUKEE, Oct. 13, 2011Baird, an employee-owned, international capital markets, private equity, wealth and asset management firm, today announced that that it has added James (Jim) E. O’Brien and Jeffrey (Jeff) F. Rogatz as Managing Directors to the firm’s Real Estate Investment Banking team. O’Brien, most recently a Managing Director in the Real Estate Investment Banking group with FBR & Co., will focus on financial sponsor groups investing in real estate and driving traditional M&A business for the group. Rogatz, most recently the President of Ridgeway Capital LLC, will focus on equity and M&A opportunities in the office and industrial space. Both will work in Baird’s McLean, Virginia office.
The addition of O’Brien and Rogatz marks the ongoing expansion of Baird’s Real Estate Investment Banking team. In August, Steven Goldberg joined Baird as Managing Director to lead the team, particularly focusing on opportunities in the lodging industry.
“We are very pleased that Jim and Jeff have joined our team and help support Baird’s continued growth and success in the real estate sector,” said Steve Booth, Director of Investment Banking. “Jim’s strong transaction background and Jeff’s advisory experience, including serving on the Boards of two publicly traded REITs, will provide tremendous breadth and depth to the team. Their expertise will be a powerful addition to the overall real estate franchise within Baird’s Equity Capital Markets platform.”
Prior to joining Baird, O’Brien was a Managing Director in the Real Estate Investment Banking group with FBR & Co. He also was a member of the private equity placement group with UBS Investment Bank for five years and served as President and Founder of CVC Investments, Inc. from 1989-1999. O’Brien received a bachelor of science degree in management from St. Joseph’s University and earned a master in business administration from Duke University.
Rogatz was most recently the President of Ridgeway Capital LLC. He also served as Chief Financial Officer of Brandywine Realty Trust for three years and, prior to that, was the Head of the REIT practice at Legg Mason Wood Walker for 12 years. Rogatz serves on of the Board of Directors of CapLease Inc. and U-Store-It Trust, two publicly traded REITS. He earned a bachelor of science degree in systems engineering from the University of Virginia and a master in business administration from The College of William & Mary.
About Baird Investment Banking
With a team of approximately 200 professionals in the United States, Europe and Asia, Baird’s Investment Banking group provides corporations and financial sponsors with in-depth market knowledge and extensive experience in merger and acquisition and equity financing transactions focused on the middle market. Over the past 10 years, Baird has advised on 735 M&A and financing transactions with a combined value of more than $135 billion. Nearly one third of our M&A transactions in the past five years have involved an international party. Baird has received “Deal of the Year” recognition from The M&A Advisor for six straight years, including four awards in 2010. Baird has also been recognized for four consecutive years by Acquisitions Monthly in Europe, including receiving the “Support Services Adviser Award” for 2011.
Baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Established in 1919, Baird has more than 2,600 associates serving the needs of individual, corporate, institutional and municipal clients. Baird oversees and manages client assets of $89 billion. Committed to being a great place to work, Baird ranked number 14 on FORTUNE’s “100 Best Companies to Work For” in 2011 – its eighth consecutive year on the list. Baird’s principal operating subsidiaries are Robert W. Baird & Co. in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has an operating subsidiary in Asia supporting Baird’s private equity operations. For more information, please visit Baird’s Web site at rwbaird.com.