Our Businesses

Baird

Baird is a privately held, employee-owned financial services company with $99 billion in client assets. During our 93-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 and institutions across the United States, Europe and Asia
  • 10 consecutive years among the FORTUNE 100 Best Companies to Work For®. In 2013, we ranked No.14.

50 Percent

Approximately half of all associates own shares in the company.

Baird net revenues* ($ millions)

  • 12$961
  • 11$925
  • 10$847
  • 09$718
  • 08$680

*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.

  • Nearly 700 Financial Advisors average more than 19 years of industry experience
  • Barron's Top Wealth Managers list, 2007-2012
  • 65 in-house specialists provide objective advice for all aspects of wealth management, retirement planning, charitable giving and wealth transfer
  • Serves clients coast to coast from 74 locations in 25 states

$77 billion

in client assets

Private Wealth Management Revenues
(millions)
  • 12$436
  • 11$396
  • 10$352
  • 09$296
  • 08$320

Learn more  

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.

  • 111 institutional sales, trading and analytics professionals in 27 offices across the United States
  • More than $250 billion in taxable and tax-exempt bonds traded in 2012
  • 63 Public Finance banking professionals in 14 offices nationally
  • Ranked fifth nationally in 2012 for competitive underwritings of all sizes, based on par value, according to Thomson Reuters

No. 1

municipal bond underwriter nationwide*

Fixed Income Capital Markets revenues
(millions)
  • 12$149
  • 11$141
  • 10$170
  • 09$211
  • 08$110

* Based on number of issues in 2012, according to Thomson Reuters

Learn more  

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.

  • Approximately 700 companies under research coverage
  • Financial Times/StarMine and The Wall Street Journal surveys of top analysts recognized 11 Baird research teams with a total of 17 awards in 2012
  • Advised on a record 157 financings and global M&A transactions in 2012 with a total value of $43 billion
  • Nearly a third of M&A transactions in the past five years have involved an international entity

No. 1

most trusted research in 2012 Greenwich survey*

Equity Capital Markets revenues
(millions)
  • 12$289
  • 11$310
  • 10$255
  • 09$173
  • 08$188

*Greenwich Associates U.S. Equity Investors - Small/Mid-Cap Funds, April 2012. Surveys conducted with 94 U.S. small-cap and mid-cap fund managers. Rankings based on top 10 research firms in survey.

Learn more  

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.

  • $17.7 billion in institutional fixed income portfolios and mutual funds under management by Baird Advisors
  • $919 million 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, according to Pensions & Investments magazine

$19.7 billion

in assets under management

Asset Management revenues
(millions)
  • 12$39
  • 11$32
  • 10$29
  • 09$25
  • 08$24

Learn more  

Baird Capital

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

  • Investments made in 267 portfolio companies since inception
  • U.S. Private Equity team ranked as a top "Consistent Performer" in 2012 Preqin survey of 734 private equity funds worldwide
  • 59 investment and operating professionals in the United States, Europe and Asia
  • Dedicated global resources to help portfolio companies accelerate growth

$2.8 billion

raised and managed

Baird Capital revenues
(millions)
  • 12$32
  • 11$35
  • 10$30
  • 09$15
  • 08$23

Learn more