By understanding each client's unique needs, Baird focuses on providing objective advice and tailored solutions to all our clients. Our commitment to putting our clients’ interests first, teamwork and integrity have been our guiding principles since our establishment in 1919.
Private Wealth Management
Baird Financial Advisors use a comprehensive approach to providing financial advice to help families and individuals grow and preserve their wealth and ultimately transfer it to the next generation. We provide highly personalized services to address complex financial and investment issues to help our clients achieve their goals – for their loved ones and the philanthropic organizations important to them. Leveraging a network of specialists, Baird Financial Advisors also work closely with business owners and corporate clients to address the specific issues facing executives and benefits coordinators, and assist in business transition planning.
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Equity Capital Markets
Baird’s Equity Capital Markets group provides award-winning research, premier institutional sales and trading, and leading middle-market focused investment banking services.
Baird is recognized and trusted for its independent, objective research. Our Equity Research Department has more than 110 research professionals analyzing more than 630 companies in the United States. Baird analysts have been honored in numerous national surveys including The Wall Street Journal’s “Best on the Street” and the annual StarMine research awards published by the Financial Times. Baird has also been ranked as the most trusted, highest quality research team covering small-cap and mid-cap for the past eight years in a survey by a leading investment industry consultant.
Institutional Equity Services
Baird’s equity sales and trading team includes 95 professionals serving many of the largest institutional investors in North America, Europe, Asia and Australia. The team, based in the U.S. and United Kingdom, has built a premier reputation by providing investment ideas tailored to clients’ needs, quality execution and exceptional client service.
Baird is a leading middle-market investment bank. Our 175 investment banking professionals around the world provide international M&A services and serve the corporate financing needs of U.S. clients.
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Baird Capital makes venture capital, growth equity and private equity investments in strategically targeted sectors in the U.S., U.K. and China. Since inception, Baird Capital has raised and managed more than $2.8 billion in capital and invested in over 260 companies.
U.S. Private EquityBack to top
U.S.-based buyout fund that provides change-in-control and growth capital to U.S.-based lower middle-market companies in the Business Services, Healthcare, Industrial and Consumer Products sectors.
U.K. Private Equity
UK-based buyout fund that provides change-of-control capital to UK-based lower middle-market companies in the Business Services, Healthcare, Industrial and Consumer Products sectors.
China Growth Equity
China based growth equity fund that provides capital to companies with substantial operations and growth opportunities in China.
U.S.-based venture fund that invests in early- and expansion-stage companies in the Technology-Enabled Services and Healthcare sectors.
Baird Capital's portfolio operations team focus on facilitating and executing sales/distribution, sourcing, and manufacturing opportunities for Baird Capital portfolio companies.
Fixed Income Capital Markets
Baird’s Fixed Income Capital Markets group consists of Fixed Income Sales and Trading, which serves individual investors and institutions throughout the country, and Baird’s Public Finance team, a leading municipal underwriter and financial advisor.
Fixed Income Sales & Trading Back to top
Baird’s Fixed Income Sales & Trading group of 125+ professionals provides a full range of taxable and tax-exempt securities to individual and institutional investors throughout the United States. Baird's fixed income desks traded $233 billion in face value of municipal, corporate, mortgage-backed, asset-backed and other fixed income securities for clients in 2010.
Baird is a major underwriter and financial advisor to municipalities, schools, government agencies and private-sector clients. The Public Finance team consists of more than 60 professionals with broad expertise in financing projects from essential services to major municipal and economic development projects.
Baird’s seasoned money managers, Baird Advisors and Baird Investment Management, provide a full range of high-quality equity and fixed income asset management services to institutional and high-net-worth clients. Baird Public Investment Advisors manages fixed income funds for public entities.
Baird Advisors Back to top
Baird's fixed income investment management team manages approximately $15.2 billion1 for institutional clients and high-net-worth individuals. This seasoned team of professionals has been together since 1983 and has a national reputation as a highly regarded fixed income manager. The group also offers five fixed income mutual funds to provide its disciplined portfolio management approach to a wider client base.
Baird Investment Management
Baird Investment Management enjoys a national presence for managing high-quality equity growth portfolios. The team manages $552 million1 in assets for individual, trust and institutional investors and also manages two equity mutual funds through the Baird Funds family.
Baird Public Investment Advisors
Baird Public Investment Advisors provides short-term fixed income management solutions to municipalities and other public entities. The team manages $1.1 billion1 in assets.
1 Assets as of December 31, 2010