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Beyond Milestones   2013 Annual Report

Structured for Success

Baird

Baird is a privately held, employee-owned financial services company with $117 billion in client assets. During our 94-year history, we've built a strong platform of five complementary businesses that help diversify and balance revenue through all types of market conditions.

  • Financial strength to make ongoing investments in our professional capabilities and distinctive culture
  • A trusted partner for individuals, corporations, municipalities and institutions across the United States, Europe and Asia
  • 11 consecutive years among the FORTUNE 100 Best Companies to Work For®. In 2014, we ranked No. 9.

56 percent

More than half of all associates own shares in the company.

Baird net revenues*
($ millions)

2013 Baird net revenues

*Financial results do not reflect the consolidation of certain private equity partnerships

Private Wealth Management

Baird's Private Wealth Management professionals provide comprehensive wealth management strategies and solutions for high-net-worth individuals and their families across the United States.

  • 727 Financial Advisors average more than 19 years of industry experience
  • Barron's Top Wealth Managers list, 2007-2013
  • 65 in-house specialists provide objective advice for all aspects of wealth management, retirement planning, charitable giving and wealth transfer
  • Serves clients nationwide from 75 locations in 25 states

$91 billion

in client assets

Private Wealth Management revenues
(millions)

2013 Private Wealth Management revenues

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Equity Capital Markets

Our Institutional Equities & Research team delivers expertise in research, sales and trading to domestic and international institutions. Baird's Investment Banking group provides U.S. equity underwriting and global mergers and acquisitions advisory services to middle-market companies.

  • More than 700 companies under research coverage
  • Advised on a record 202 financings and global M&A transactions in 2013 with a total value of $61.5 billion
  • More than a third of M&A transactions in the past five years have involved an international entity
  • An M&A Advisor "Deal of the Year" award winner for nine consecutive years

No. 1

most trusted research in 2013 Greenwich survey*

Equity Capital Markets revenues
(millions)

2013 Equity Capital Markets revenues

* Greenwich Associates U.S. Equity Investors - Small/Mid-Cap Funds, 2004-2013. May 2013 survey conducted with 88 U.S. small-cap and mid-cap fund managers.

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Baird Capital

Baird Capital operates four fund families that make venture capital, growth equity and buyout investments in lower middle-market companies in the Healthcare, Products and Services sectors.

  • $3 billion in capital raised and investments made in 277 portfolio companies since inception
  • Active investments in 65 portfolio companies, with combined revenues of $3 billion and nearly 16,500 employees
  • 60 investment, operating and support professionals in the United States, Europe and Asia
  • Dedicated global resources to help portfolio companies accelerate growth

$3 billion

raised and managed

Baird Capital revenues
(millions)

2013 Baird Capital revenues

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Fixed Income Capital Markets

Baird's Fixed Income Sales and Trading team provides investment ideas and trade execution for institutional clients in the United States. Our Public Finance professionals offer debt underwriting and advisory services to clients in the public, private and nonprofit sectors.

  • 148 institutional sales, trading and analytics professionals in 27 offices across the United States, including a 35-member high-yield team
  • More than $255 billion in taxable and tax-exempt bonds traded in 2013
  • 61 Public Finance banking professionals in 15 offices nationally
  • Ranked among the top 5 nationally in 2013 for competitive underwritings of all sizes, based on par value, according to IPREO MuniAnalytics

No. 1

municipal bond underwriter nationwide*

Fixed Income Capital Markets revenues
(millions)

2013 Fixed Income Capital Markets revenues

*Based on number of issues in 2013, according to IPREO MuniAnalytics

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Asset Management

Baird's experienced fixed income and equity portfolio managers offer disciplined investing and outstanding service to institutional investors and high-net-worth individuals through customized portfolios and mutual funds.

  • $20.1 billion in institutional fixed income portfolios and mutual funds under management by Baird Advisors
  • $1.4 billion in equity portfolios and mutual funds managed by Baird Investment Management
  • $1.1 billion under management for municipalities and school districts by Baird Public Investment Advisors
  • No. 1 Best Place to Work in Money Management among managers of our size for the second consecutive year, according to Pensions & Investments magazine

$22.7 billion

in assets under management

Asset Management revenues
(millions)

2013 Asset Management revenues

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