North America

 

Brian Doyal
Managing Director
Co-Head of Global Investment Banking: toggle

Brian Doyalbdoyal@rwbaird.com

Brian Doyal is Co-Head of Baird’s Global Investment Banking business where he jointly oversees the firm’s global corporate finance and M&A activities. In addition, Brian is a member of the executive committee of Baird’s board of directors. Previously, Brian was the Head of the Technology & Services and Healthcare Investment Banking teams at Baird.

Before joining Baird in 2004, Brian worked 14 years at Credit Suisse First Boston where he was co-head of the Global Services group. From 1992 to 1994, Brian worked for the Corporate Finance group of General Electric Capital Corporation, where he was responsible for making equity investments and loans to highly leveraged companies.

Brian received a BA in Economics from Northwestern University and an MBA in Finance from the Wharton School of the University of Pennsylvania.

Brian McDonagh
Managing Director
Co-Head of Global Investment Banking: toggle

Brian McDonagh bmcdonagh@rwbaird.com

Brian McDonagh is Co-Head of Baird’s Global Investment Banking business where he jointly oversees the firm’s global corporate finance and Mergers & Acquisitions activities. In addition, Brian is Co-Head of the firm’s Mergers & Acquisitions practice, playing a senior role on many transactions involving Baird's key banking clients. He is Chairperson of the Baird's Fairness Opinion Committee.

Brian has over 25 years of experience in the global M&A market, through which he has developed extensive experience in originating and executing a broad range of strategic transactions for publicly traded, sponsor-owned and privately owned middle market companies across a wide variety of industries.

Prior to joining Baird in 2008, Brian spent almost 13 years at Wachovia Securities in Charlotte, NC, serving as Head of the Industrial Growth M&A Group and a member of the firm's Fairness Opinion Committee. He also spent over a decade in New York in the Global Mergers & Acquisitions Group of a predecessor firm to JPMorgan Chase, ultimately leading the origination and execution of domestic and cross-border advisory transactions with the firm's key industrial clients in his role as Co-Head of the Global Industrial M&A effort.

Brian received his undergraduate degree from Haverford College.

Justin T. Albert
Managing Director: toggle

Justin Albertjalbert@rwbaird.com

Justin is a Managing Director in Baird's Industrial Group and has coverage responsibility for the global packaging industry. Justin’s investment banking experience covers a range of products, including mergers and acquisitions, equity capital markets, high yield debt and leveraged lending. Justin has advised on more than 75 transactions involving a variety of publicly traded, sponsor-owned and privately owned companies within a number of different industries, including more than 40 transactions totaling over $10 billion in transaction value in the packaging sector.

Prior to joining Baird in 2003, Justin was with Deutsche Bank Securities for nearly five years where he worked on numerous M&A and financing transactions primarily in the industrial sector. He received his MBA degree from the University of Chicago Graduate School of Business and graduated with a BA degree in Economics from Haverford College.

Daniel M. Alfe
Managing Director: toggle

Dan Alfedalfe@rwbaird.com

Dan joined Baird in 2004 and is a Managing Director in the Technology & Services Group. Prior to joining Baird, he spent six years in valuation advisory and strategy consulting at A.T. Kearney and McKinsey & Co. covering the retail and consumer services sectors. Previously, he worked for a real estate and transaction advisory firm providing financial structuring and advisory services. Dan received his MBA degree from Kellogg School of Management at Northwestern University, and a BBA with highest distinction in Real Estate and Finance from the University of Michigan Business School.

Nick Anderson
Director icon: toggle

Robert Andrews

nanderson@rwbaird.com

Nick Anderson joined Baird in 2012.  Nick, a member of the Healthcare IT & Services team, provides deal execution leadership on mergers & acquisitions as well as private and public capital markets transactions. Prior to joining Baird, Nick worked at Blue Cross Blue Shield of Minnesota where he supported corporate development initiatives including deal execution, business unit strategic evaluation and support, and other activities.  Nick received an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. in Economics from Macalester College.

Robert Andrews
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Robert Andrews

Co-Head of Global Healthcare Investment Banking
randrews@rwbaird.com


Robert Andrews is a Managing Director in Baird's Healthcare investment banking practice. Rob joined Baird in 2013 and has over 20 years of banking experience. Prior to joining Baird, Rob was with CIT Group where he was Managing Director and led the firm's investment banking and lending activities in the medical device sector. Prior to CIT, Rob held investment banking positions at Stout Risius Ross Advisors, Houlihan Lokey, Lazard and ABN AMRO. Rob received his bachelor's degree from Boston College and an MBA from the University of Chicago Booth School of Business.

Chamila Ariyachandra
Director: toggle

Chamila Ariyachandra cariyachandra@rwbaird.com

Chamila Ariyachandra is a Director with Baird’s Oilfield Services Investment Banking team based in Houston. Prior to joining Baird, Chamila was at PwC where he was a Director in the firm’s investment banking practice and prior to that he was a Vice President at J.P. Morgan Securities, where he also focused on Oilfield Services. During his Investment Banking tenure he has executed +$25bn of M&A transactions and a further +$30bn of equity and debt capital raising transactions for large-cap and middle market clients across the various sub-sectors within Oil & Gas. Prior to his career in Investment Banking, Chamila spent eight years with Maxim Integrated Products focused on SemiConductor design and development. Chamila earned his MBA (Hons) from the McCombs School of Business at the University of Texas at Austin and holds a Bachelor of Science in Electrical Engineering from Louisiana State University.

Mike Barina
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Mike Barinambarina@rwbaird.com

Mike Barina is a Director in Baird’s Global Industrial Investment Banking Group in Milwaukee. During his time in investment banking, Mr. Barina has completed over 30 mergers and acquisitions and corporate financing transactions across the industrial landscape. Prior to joining Baird, Mike was a Vice President in the M&A Group at J.P. Morgan in New York, where he focused on executing M&A transactions for clients in the industrial sector. Prior to his time in investment banking, Mike was a management consultant in Chicago. Mike received an M.B.A. from Northwestern University’s Kellogg School of Management and a B.S. in Chemical Engineering from the University of Wisconsin-Madison.

Scot Berg
Managing Director: toggle

Scot Berg sberg@rwbaird.com

Scot Berg is a member of Baird’s Financial Sponsor Coverage Group, managing the firm’s relationships with a number of leading private equity firms. Scot joined Baird from RBC Capital Markets where he was a Managing Director within the firm’s Industrial and Diversified Services team. During his tenure at RBC, Scot originated and executed a broad range of advisory and financing mandates in the diversified industrial and services sectors, with a particular focus on capital goods / machinery, industrial services and select building product (HVAC) names. As one of that group’s senior calling officers, he led meaningful idea generation and dialogue with numerous middle-market and large-cap sponsors. Prior to RBC, Scot spent several years in Bank of America Merrill Lynch’s investment banking department. He started his career at Skadden, Arps, Slate, Meagher & Flom LLP. Scot earned a J.D. from the University of Virginia School of Law and a B.A. from Dartmouth College.

Darren J. Bounds
Director: toggle

Darren Bounds

DBounds@rwbaird.com

Darren Bounds is a Director in Baird’s Global Technology & Services team and a member of the Baird Government Services Investment Banking practice. He joined Baird in 2018 from Houlihan Lokey where he was a Vice President in their Government Services investment banking group. Prior to joining Houlihan Lokey, Darren was member of the Mergers & Acquisitions and Financial Institutions groups at Credit Suisse where he provided M&A and capital markets advisory to clients in a variety of industries. Prior to his career in investment banking, Darren served for several years as a Navy SEAL officer. Darren received a B.S. in Oceanography from the U.S. Naval Academy and an MBA from Columbia Business School.

Rhett Braunschweig
Director: toggle

Rhett Braunschweig

rbraunschweig@rwbaird.com

Rhett Braunschweig joined Baird in 2007 and currently serves as a Director on the firm’s Technology & Services Investment Banking team. He leads execution support on equity offerings, mergers & acquisitions and other financial advisory services. Rhett earned an M.B.A. with distinction from the J.L. Kellogg School of Management at Northwestern University, where he was a Baird Scholar and a McGowan Fellow. He also holds a B.B.A. degree in Finance, Investments & Banking and Economics from the University of Wisconsin – Madison.

Benjamin A. Brown
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Ben Brown

Healthcare Services & IT
bbrown@rwbaird.com


Ben Brown is a member of Baird’s Healthcare Services Investment Banking team.  Since joining Baird in 2005, Ben has executed M&A and equity transactions for healthcare clients across several verticals, including healthcare IT, payer & provider services and pharma services.  In addition, Ben has extensive experience working with clients in the consulting and human capital sectors.  Prior to joining Baird, Ben was a member of Thomas Weisel Partners’ Technology Investment Banking Group in San Francisco, where he focused on clients in the software industry.  Before joining TWP, Ben worked as an Associate at The Halifax Group, a middle-market private equity fund.  Prior to his time in the private equity industry, Ben was an Associate at Growth Capital Partners, a boutique investment bank, and began his career as an Analyst with Prudential Capital Group. Ben received an M.B.A. from the Kellogg School of Management at Northwestern University and a B.B.A. in Finance, cum laude, from Southern Methodist University.

Ryan Brunker
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Ryan Brunker

rbrunker@rwbaird.com

Ryan Brunker is a Director in Baird’s Global Consumer Group where he provides transaction execution leadership and support on mergers and acquisitions, equity offerings and other financial advisory assignments with a focus on the multi-unit retail and restaurant sectors. Ryan’s most recent consumer & retail transaction experience includes clients such as Culver’s, Batteries Plus Bulbs, EbLens, Vera Bradley, Vince, Implus, San Jamar and Elmer’s. Ryan graduated from the Kelley School of Business at Indiana University receiving a B.S. in Finance.

Gregg Byers
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Gregg Byers

gbyers@rwbaird.com

Gregg Byers is a Managing Director and co-head of Baird’s Oilfield Services Investment Banking team based in Houston. Gregg came to Baird from PwC Corporate Finance where he was the Co-Head of the Houston office and led the firm’s Oilfield Services Investment Banking practice. Prior to PwC he was at J.P. Morgan where he served as the head of North American Oilfield Services Investment Banking Coverage and M&A. During his Investment Banking tenure he has executed +$25bn of M&A transactions and a further +$30bn of equity and debt capital raising transactions for middle market and large-cap clients across various segments within the Oilfield Services and Diversified Industrials sectors. Gregg earned his MBA in Finance, Accounting and International Business from the University of Chicago Booth School of Business and holds a B.A. in Economics from St. Lawrence University.

Leslie Cheek IV
Managing Director: toggle

Les Cheek lcheek@rwbaird.com

Les is the Head of Baird’s Global Financial Sponsors Group and is a member of the firm’s Investment Banking Management Committee.  Les joined Baird in 2005 as a Managing Director to open Baird's Boston office.  In this role, Les has assisted numerous private equity firms in acquiring new platform companies as well as pursuing liquidity events either through public offerings or merger transactions.   Les also works with Baird's Business Services team on transactions in the BPO/CRM Services sector.  Les is also a member of the firm's Fairness Committee.  Prior to joining Baird, Les spent almost six years at SunTrust Robinson Humphrey, most recently as a Managing Director in the Business and Technology Services Group.  Prior to his time at SunTrust, Les worked as an investment banker at Tucker Anthony Incorporated (now part of RBC Securities) in Boston for seven years.  He received a B.A. from Harvard College.

H. Glen Clarke
Managing Director: toggle

H. Glen Clarke
gclarke@rwbaird.com

Glen Clarke is a Managing Director within Baird’s Consumer & Retail Group and leads the firm's Food & Beverage practice. Mr. Clarke is a senior investment banker with 22 years of significant transaction and advisory experience providing general corporate finance and M&A advice primarily to food and beverage companies across a variety of industry verticals and formats. Glen joined Baird from KeyBanc Capital Markets where he was a Managing Director in the Chicago office, leading the firm's Food & Beverage Investment Banking practice. Before joining KeyBanc, Glen spent time at Duff and Phelps and with Brown Gibbons and Lang (BGL), where he was a Managing Director and Principal responsible for heading up the firm's Food & Beverage investment banking practice. Prior to BGL, Glen spent 16 years at Bank of Montreal Harris Bank, where in his last role he was as a Managing Director and Head of the Diversified Food Group within Bank of Montreal's Investment Banking Group. Glen received his M.B.A. from DePaul University and his B.A. from Villanova University.

 

Tom Coburn
Director: toggle

Tom Coburn tcoburn@rwbaird.com

Tom Coburn is a Director and member of Baird's Global Industrial Group. Since joining Baird in 2009, he has participated in numerous completed M&A transactions and corporate financings within the packaging and related industrial sectors. Prior to joining Baird, Tom was with a middle market private equity firm focused on packaging businesses and began his career with PricewaterhouseCoopers LLP. Tom received his M.B.A. from Indiana University's Kelley School of Business with high honors and a B.S. in business from the same institution with Beta Gamma Sigma honors.

C. Christopher Coetzee
Managing Director: toggle

Chris Coetzee ccoetzee@rwbaird.com

Chris is a senior member of Baird's Financial Sponsor Group and a member of the firm's Investment Banking Management Committee and M&A Fairness Opinion Committee. He has over 20 years of Investment Banking experience. Since joining Baird in 1994, Chris has provided financing and advisory services to companies in the Business Services, Telecommunications, Consumer and Industrial sectors.

He was previously a Vice President with the Kidder, Peabody & Co. Midwest investment banking group. Chris received his MBA from the Kellogg Graduate School of Management at Northwestern University and holds a Bachelor of Honors in Financial Management and Commerce from the University of Cape Town.

He is also a Chartered Accountant and a Certified Public Accountant, and has six years of experience in public accounting with Grant Thornton in the United States and Ernst & Whinney in South Africa

Joel A. Cohen
Managing Director: toggle

Joel Cohen Co-Head of Global Industrial Group
jcohen@rwbaird.com

Joel is the Co-Head of Baird's Industrial Group and his transaction activity is focused primarily on the Industrial Technology sector. He is also a member of Baird's Fairness Opinion Committee. Joel provides mergers and acquisition and other financial advisory services to clients in a variety of industrial technology verticals, including Test & Measurement Instrumentation and Sensors, Automation Solutions and Testing/Tech-enabled services and software.

Before joining Baird in 1994, Joel was a member of the Kidder, Peabody & Co. Investment Banking Group. He received his MBA with high honors from the University of Chicago Graduate School of Business, and holds a BS in Applied Mathematics and Economics from Brown University.

Brian D. Cole
Managing Director: toggle

Brian Colebcole@rwbaird.com

Brian Cole is a member of Baird’s Technology and Services Group. In his role, Brian leads M&A and capital raising transactions, advising premier tech-enabled outsourcing companies. Prior to joining Baird, Brian was a Manager in PricewaterhouseCoopers’ Transaction Services practice where he led M&A Advisory and Financial Due Diligence engagements for private equity and corporate clients including LBOs, mergers, carve-out divestitures, take-privates, and joint ventures.

In the community, Brian serves on the advisory board of the United Performing Arts Foundation, an umbrella charitable organization and the largest donor to the state’s performing arts organizations. Brian received his M.B.A. from Indiana University’s Kelley School of Business and a B.S. in business from the same institution with honors.

Scott Collins
Director: toggle

Scott Collinsscollins@rwbaird.com

Scott Collins joined Baird in 2007 and is a member of Baird’s Global Consumer Group with a focus on Consumer Products. Prior to Consumer, Scott was a member of Baird’s Global Industrial Group and also spent two years in London as part of Baird’s International M&A team. Scott has a wide range of cross-border experience providing execution leadership on M&A, equity offerings and other financial advisory services for publicly-traded, financial sponsor-owned and family-owned companies. Scott graduated, magna cum laude, from Vanderbilt University with a B.S. in Engineering and received his M.B.A. from The University of Chicago Booth School of Business.

Christopher R. Cooper
Managing Director: toggle

Chris Coopercrcooper@rwbaird.com

Chris Cooper joined Baird’s Global Industrial Investment Banking group in 2004 and is responsible for Baird’s building and infrastructure products practice. While at Baird, he has completed over 40 M&A transactions and over 30 financing transactions for a broad range of publicly traded, sponsor-owned and family-owned companies in a variety of industries. Prior to joining Baird, he was in investment banking at A.G. Edwards & Sons, Inc., where he provided analytical support on transactions primarily in the Energy sector. Chris received his MBA, with honors, from the University of Chicago. Prior to attending graduate school, he worked in various capacities at ABN Amro and LaSalle Bank. He received his BBA from the University of Notre Dame.

J. David Cumberland, CFA
Director: toggle

David Cumberland Mergers & Acquisitions
dcumberland@rwbaird.com

David is a Director in Baird's Mergers & Acquisitions group, where he focuses on M&A market analysis. David joined Investment Banking in early 2009 after more than ten years in Baird's Equity Research Department, including eight years as a senior analyst covering a wide range of consumer and retail stocks.

Adam W. Czaia
Managing Director: toggle

Adam Czaiaaczaia@rwbaird.com

Adam Czaia is a member of Baird’s Global Industrial Group and responsible for Baird’s Vehicle Supply practice. Since joining Baird in 2000, he has participated in numerous equity financings, mergers and acquisitions and other financial advisory services in roles of increasing responsibility. Adam received an MBA from the J.L. Kellogg School of Management at Northwestern University and graduated, with honors, from Marquette University with a BS degree in Finance.

Sean Dunn
Director: toggle

Sean Dunnspdunn@rwbaird.com

Sean Dunn is a Director in Baird’s Global Debt Advisory group. He provides analytical and execution support on debt advisory assignments, mergers and acquisitions and other financial advisory services. Prior to Baird, Sean worked in various underwriting and originations roles in the real estate capital markets group at PNC and ORIX USA. Sean received his M.B.A., with high honors, from the University of Notre Dame Mendoza School of Business and earned his B.S.B.A. in Economics, with distinction, from the Ohio State University. 

Ryan Engelhardt
Managing Director: toggle

Ryan Engelhardt rengelhardt@rwbaird.com

Ryan Engelhardt is a Managing Director in the Syndicate Department on Baird’s Equity Capital Markets Desk. Ryan has been with Baird since 2003 and has worked in his current function since 2005. Prior to joining the Syndicate team, Ryan worked in Baird’s Finance Department. Ryan holds a B.A. in Organizational Administration with Minors in Economics and Communications from the University of Wisconsin–Milwaukee.

Jeremy Fiser
Director: toggle

Jeremy Fiserjfiser@rwbaird.com

Jeremy Fiser joined Baird in 2010 as a member of the Technology & Services Team.  Prior to joining Baird, Mr. Fiser was a senior consultant with FTI Consulting in their Corporate Finance Restructuring Group.  Mr. Fiser began his career with KeyBanc Capital Markets.  Mr. Fiser received his M.B.A. from the Kellogg School of Management and his B.S.B.A. with honors in Finance and Accounting from The Ohio State University.

Jonathan M. Fitzsimmons
Managing Director: toggle

Jonathan Fitzsimmonsjfitzsimmons@rwbaird.com

Jon Fitzsimmons is a Managing Director in Baird’s Global Investment Banking Group.  Since joining the firm in 2004, Jon has participated in over 60 completed mergers and acquisitions and corporate financing transactions, representing aggregate transaction value in excess of $15 billion.  Jon works across Baird’s Industrial, Healthcare and Consumer teams, with a particular emphasis on transactions in material science, chemicals, filtration and water markets.  From 2006 – 2008, Jon completed a secondment with Baird’s international M&A group in London, where he worked on transactions in England, Germany, Italy and the Netherlands.  Jon received a BBA in Finance from the University of Wisconsin, and an MBA from the MIT Sloan School of Management, where he was a Baird Scholar.

Steven H. Goldberg
Managing Director: toggle

Steve Goldberg Head of Real Estate Investment Group
sgoldberg@rwbaird.com

Steven joined Baird in 2011 from FBR Capital Markets, where he was Global Head of Real Estate Investment Banking. Steve has in excess of 20 years of investment banking experience. During that time, he has overseen a variety of transactions including numerous initial public offerings, 144A private placements, perpetual preferred offerings, corporate bond and convert offerings, merger and acquisition advisories, asset-level joint ventures, private placements and general financial advisory. During his career, Steve has advised on more than $15 billion of total transaction volume. Steve has held senior banking positions with FBR Capital Markets, Lehman Brothers and CIBC World Markets. He received a BS in Finance from the University of Connecticut.

Curtis Goot
Managing Director: toggle

Curtis Goot Co-Head of Energy Group
cgoot@rwbaird.com

Curtis joined Baird in 2010, when he co-founded the Baird Energy Group with Frank Murphy. Prior to Baird, Curtis worked at Salomon Brothers and Lehman Brothers, and in 1995, joined A.G. Edwards to co-found its Energy Group. Curtis continued serving his clients with Wachovia Securities (and later Wells Fargo) upon its acquisition of A.G. Edwards in 2007, where he remained until leaving for Baird.

Over his approximate 30 year investment banking career, Curtis has worked on hundreds of buy-side, sell-side, related-party advisory, and capital markets transactions, primarily in the upstream and midstream sectors.

Curtis earned an MBA from the University of Chicago, with concentrations in finance, accounting and economics, and a BS degree in finance from Indiana University.

 

Manish Gupta
Director icon: toggle

Manish Guptamgupta@rwbaird.com

Manish Gupta is a member of Baird’s Healthcare investment banking team with over ten years of experience in the sector. Since joining Baird in 2008, Manish has executed on over thirty M&A and equity transactions across several verticals within healthcare including medical products, biotech, pharma, tools and diagnostics. Prior to joining Baird, Manish worked as a Marketing Manager with the Continence care division of Hollister Inc. and had the responsibility of new business development and innovation management. Prior to Hollister, Manish worked with International Paper Company in R&D role. Manish received an MBA from Northwestern University’s Kellogg School of Management, an M.S. from The Ohio State University and a B. Tech from Indian Institute of Technology.

Stephen B. Guy
Managing Director: toggle

Steve Guysguy@rwbaird.com

Steve is a Managing Director in Baird’s Global Investment Banking practice and joined Baird in 2000.  Over his career, Steve has advised on a variety of mergers and acquisitions and financings, for public, private equity and family owned businesses serving most manufacturing sectors of the global economy.  In particular, Steve has completed more than 40 transactions totaling more than $8.5 billion in the global filtration industry.  Before joining Baird, Steve was a Vice President at Tucker Anthony.  Prior to graduate business school, he provided corporate tax and other advisory services for Price Waterhouse (now PriceWaterhouseCoopers).  Steve earned an MBA with distinction from the University of Michigan Business School and graduated with a BA in English Language and Literature from the University of Virginia.  He also currently serves on the board of trustees of the University School of Milwaukee and board of directors of Deltrol Corporation.

Doug Henry
Director: toggle

Doug Henrydhenry@rwbaird.com

Doug Henry is a member of Baird’s Financial Sponsor Coverage Group. Since joining Baird in 2010, Doug has participated in a wide variety of advisory assignments representing both buyers and sellers of public and private companies. In addition, Doug spent a number of years in Baird’s Consumer and Industrial teams providing execution support on mergers and acquisitions, equity offerings and other financial advisory services. Prior to joining Baird, Doug was a Consultant at Chemonics International, where he led numerous public-private investment partnerships between multi-national corporations and various U.S. Government agencies, including The Department of Commerce, The Department of Treasury and the State Department. Doug received his M.B.A. from the University of Wisconsin-Madison School of Business and graduated with a B.A. from The College of William and Mary.

Christopher W. Hildreth
Managing Director: toggle

Chris Hildrethchildreth@rwbaird.com

Chris is a Managing Director in Technology & Services Investment Banking at Baird, where he provides mergers and acquisition advisory and capital-raising services to corporate clients. Prior to joining Baird in 2005, he spent approximately five years in Business Services Investment Banking at Deutsche Bank Securities in New York, where he worked on a variety of financing and M&A transactions.

Before entering investment banking, he worked as a CPA for Ernst & Young in Indianapolis. Chris received a BS and MBA with distinction from the Kelley School of Business at Indiana University.

Justin Holsen
Managing Director: toggle

Justin Holsenjholsen@rwbaird.com

Justin Holsen is a Managing Director in Baird’s Equity Capital Markets group, responsible for origination and execution of equity transactions in the Industrial and Energy sectors. Prior to joining Equity Capital Markets, Justin was an Institutional Equity Salesman responsible for lead sales coverage for several of Baird’s Institutional clients located on the West Coast. Justin also held various leadership roles across all of Baird’s Institutional Equity & Research group, focused on driving revenue growth and market share gains with key trading partners.

Prior to joining the Institutional Equity & Research group in 2006, Justin spent 3 years in Baird’s Institutional Fixed Income Capital Markets group, most recently as a Fixed Income Salesman, covering accounts across the U.S. Justin earned an B.S in Finance from Marquette University, where he played Division I Tennis and was team captain his junior and senior years.

Macie House
Managing Director: toggle

Macie Housemhouse@rwbaird.com

Macie House joined Baird in 2017. She is a member of the Equity Capital Markets team and leads the firm’s equity origination efforts in the Technology & Services sector. Macie comes to Baird with 25 years of investment banking and corporate development experience. The bulk of her career was spent at Pacific Crest Securities where she was most recently a Principal and Director in the equity capital markets division of the firm’s investment banking business. In this role, she was directly responsible for originating and executing public and private offerings within Software (SaaS), Security, Internet and IoT, Industrial Technology, Consumer and Communication sectors. During her 20-plus years with Pacific Crest, she participated in underwriting over 100 public offerings, raising over $60B in proceeds. Macie is an active supporter and Board member of The Children’s Cancer Association. She is a graduate of Marylhurst University.

Mark Karns
Director: toggle

Mark Karnsmkarns@rwbaird.com

Mark Karns is a Director in Baird’s Consumer Group, providing execution support on mergers and acquisitions, equity offerings and other financial advisory services. Prior to joining Baird in 2011, Mark was a Consultant at The Boston Consulting Group where he identified strategic initiatives for large cap clients in Consumer, Financial Services, and Healthcare. Previously, he worked as an Associate at Goense Bounds & Partners where he focused on middle market private equity buyouts in Consumer and Business Services; as a Senior Analyst at Harris Williams & Co. where he supported middle market mergers and acquisitions; and as an investment banking Analyst at Robertson Stephens, Inc. Mark has an M.B.A. from the University of Chicago Booth School of Business and a B.S. in Commerce with distinction from the University of Virginia.

Katie Kasper
Director: toggle

Katie Kasperkkasper@rwbaird.com

Katie Kasper joined Baird in 2009 and is a Director in Baird’s Equity Capital Markets group. In this role, she is responsible for the origination and execution of equity transactions in the Consumer, Technology & Services, and Financial Services sectors. She earned an M.B.A. with distinction from the Kellogg School of Management at Northwestern University. She also holds a B.S. in Business Administration from Marquette University, summa cum laude, with majors in Accounting, Finance, International Business and Spanish. She is a member of the Family Advisory Committee at Children’s Hospital of Wisconsin

Mathew A. Kessler
Managing Director: toggle

Matthew A. Kessler mkessler@rwbaird.com

Matt Kessler is a Managing Director in Baird’s Technology and Services Investment Banking Group with a focus on IoT, Industrial Software and Energy Technology.  Matt is currently based in San Francisco but has spent the last 15 years working across various Baird offices including London and Milwaukee, where he began his career on Baird's Industrial team.  After completing his MBA  at Stanford University’s Graduate School of Business, Matt shifted his focus to technology and software business models, particularly those for industrial end markets.  For the last eight years, Matt has been a key part of building Baird's technology practice and West Coast coverage efforts.  Matt also holds B.S. degrees in Finance and Marketing from the University of Illinois at Urbana-Champaign where he graduated with highest honors.

Peter S. Kies
Managing Director: toggle

Peter Kies Head of Equity Capital Markets
pkies@rwbaird.com

Peter Kies is a Managing Director in Baird’s Global Investment Banking business where he is the Head of Equity Capital Markets and Head of Technology & Services Investment Banking. In his 20+ years at Baird, Peter has held several leadership positions, including Co-Head of Equity Capital Markets, Chairman of the Investment Banking and firm-wide Recruiting Committees, member of the Investment Committee of the Baird Venture Fund and a Director of the Baird Foundation. He has built and led several investment banking industry teams and has extensive experience in originating and executing mergers, acquisitions and equity transactions across a wide range of industries. He is a member of the Investment Banking Management Committee and Chairman of the Equity Capital Markets Committee.

Prior to joining Baird in 1992, Peter was a Director of Investments for The Equitable and on the Executive Staff of Governor Tommy Thompson. Peter received his BBA and MS from the University of Wisconsin-Madison and is a member of the University of Wisconsin Foundation Board of Directors.

Jordan Klein
Managing Director: toggle

Jordan Klein jklein@rwbaird.com

Jordan Klein joined Baird in 2012 and is a Managing Director in Baird’s Technology & Services investment banking practice. Jordan is focused on the Corporate Outsourcing and Travel & Leisure sectors. Jordan has 14 years of investment banking experience advising clients on a wide range of M&A and capital raising transactions. Previously, Jordan was a Vice President with Lazard based in New York, where he focused in the healthcare industry. Prior to Lazard, Jordan worked as an analyst and associate, focused on healthcare, for Bear, Stearns & Co. Inc. and JP Morgan. Jordan received his B.S. in Finance and International Business from the Kelley School of Business at Indiana University.

Jason Kliewer
Managing Director: toggle

Jason Kliewerjkliewer@rwbaird.com

Jason Kliewer joined Baird in 1998, and is a member of the Distribution team within Baird’s Global Industrial Investment Banking Group. Baird has completed over 100 M&A advisory and fundraising transactions for distribution clients, including public companies, privately held businesses and private equity sponsors. Jason has extensive M&A and capital markets experience working with distribution clients on both sides of the Atlantic. Jason was a founder member of Baird’s M&A team in Europe and was based in Baird’s London office for five years. Jason received an MBA from the University of Cambridge, where he was a Gates Cambridge Scholar, and graduated with a BS degree in Finance, with the highest honors, from the University of Florida.

Thomas W. Lacy
Managing Director: toggle

Tom Lacytlacy@rwbaird.com

Tom is a Managing Director in Baird’s Financial Sponsor Coverage group. Since joining Baird in 1997, Tom has participated in a wide variety of advisory assignments representing both buyers and sellers of private and public companies. In addition, Tom has executed numerous debt and equity financings across a range of industries.

Prior to joining Baird, Tom received an MBA from the University of Virginia Darden School of Business Administration, was a financial analyst with Goldman Sachs & Co. and graduated with honors from Boston College.

Lance R. Lange
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Lance Langellange@rwbaird.com

Lance Lange is a Managing Director in Baird’s Equity Capital Markets group and leads the firm’s effort to advise healthcare clients on all aspects of the capital raising process.  He is responsible for the origination and execution of all equity transactions, including bought, publicly marketed and confidentially marketed transactions.  Prior to his current role, he led the equity capital markets practice for the industrials sector.  He joined Baird from Lazard Frères & Co. where he was Head of Industrials for ECM and was responsible for capital markets origination, execution and advisory for U.S. listed companies.  Lance is a member of Baird’s Capital Commitments Committee; and, over the course of his career, has completed hundreds of financings and advisory assignments for clients in the healthcare, industrial and business services sectors.  Lance began his career at Merrill Lynch.  He received a BA in Economics and Political Science from the University of Wisconsin-Madison and a J.D. from Marquette University Law School.

Tom Lange
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tlange@rwbaird.com

Tom Lange joined Baird in 1996, and is a member of the Distribution team within Baird’s Global Industrial Investment Banking Group. Baird has completed over 100 M&A advisory and fundraising transactions for distribution clients, including public companies, privately held businesses and private equity sponsors. Prior to joining Baird, he was a partner in the securities and mergers and acquisitions practice of the law firm of Foley & Lardner. He is a member of the State Bar of Florida, and the American Institute of Certified Public Accountants. Tom graduated, magna cum laude, from Notre Dame Law School, and received a BBA degree with a concentration in Accounting, cum laude, from the University of Notre Dame. He began his career in the Chicago office of Ernst & Whinney.

John R. Lanza
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John Lanza

jlanza@rwbaird.com

John Lanza joined Baird in 2000 and has extensive experience in executing mergers, acquisitions and capital raising transactions.  John spent his first year in Baird’s Investing Banking Group and then worked as an analyst in the Equity Research Department.  He rejoined investment banking in 2003 at which time he founded the Industrial Services practice to capitalize on the growing interest in construction, engineering, infrastructure and environmental services industries.  John maintains an active dialogue with a broad group of services firms and is the primary relationship banker for Andy Wittmann’s Industrial Services coverage universe.  John’s experience also includes five years as an auditor with Deloitte & Touche where he ultimately reached the level of manager.  He earned an M.B.A. from the University of Virginia Darden School of Business Administration.  In addition, he received his undergraduate degree from the University of Maryland College Park where he was an honors student.

Mike Lindemann
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Mike Lindemannmlindemann@rwbaird.com

Mike is a senior member of Baird’s Global Industrial Group and its M&A Fairness Opinion Committee. Since joining Baird in 2003, he has participated in over 65 completed mergers and acquisitions and corporate financing transactions. Mr. Lindemann has extensive experience leading public and private company transactions within a broad range of industrial sectors. During 2007, Mike served in Baird’s London and Frankfurt offices as a member of Baird’s International M&A team. Mike graduated from Bates College with a B.A. in Economics and received his M.B.A., with distinction, from the Tuck School of Business at Dartmouth where he was an Edward Tuck Scholar. Mike is very active in the community, serving on the Board of Directors of the Milwaukee Winter Club and on the Board of Directors and as Treasurer of the Pettit National Ice Center.

Kjell Lundal
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Kjell Lundalklundal@rwbaird.com

Kjell Lundal joined Robert W. Baird’s Energy Investment Banking team in April 2010. Kjell has more than 12 years of investment banking and private equity experience and has worked with clients across the energy, consumer products, technology, finance, healthcare and real estate sectors. Prior to joining Baird, Kjell was a Vice President in National City’s Investment Banking group, where he advised private and public companies on mergers and acquisitions and capital raising transactions. Prior to joining National City, Kjell worked in the Mergers & Acquisitions Group at A.G. Edwards, where he worked with middle market companies in providing a range of strategic advisory services, including sell-side and buy-side advisory, fairness opinions and strategic alternatives assessments. Kjell also spent time in A.G. Edwards’ Private Equity Group and assisted the origination and evaluation of investment opportunities for the company’s private equity funds. Prior to joining A.G. Edwards, Kjell spent over five years with Monsanto Company, where he held roles in both financial and strategic capacities. Kjell holds an M.B.A. from the MIT Sloan School of Management and a B.S. in Accounting from Washington University in St. Louis.

Mike Magluilo
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Mike Magluilommagluilo@rwbaird.com

Mike Magluilo is a Managing Director in Baird’s Technology & Services Group with a focus on the technology sector. Mike’s career includes 20+ years as an investment banker, corporate executive and technology investor. In addition to a 12-year career as an investment banker with Kidder Peabody, Robert W. Baird and Daniels & Associates, he held senior corporate development roles with Level 3 Communications and VIA Networks. Mike’s prior role with Baird involved several years as a senior investment banker in London helping build Baird’s European investment banking practice. Immediately prior to re-joining Baird in 2014, Mike was a growth stage private technology investor with Delta-v Capital, where he participated in the firm’s investments in Borderfree, Cloud Sherpas, Lytx, LogRhythm, Zayo and Kony. He was also involved in the firm's exit of its investment in Drillinginfo. Mike graduated summa cum laude with a BS in Finance from the University of Illinois at Urbana-Champaign, where he was an Evans Scholar.

W. Andrew Martin
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Andrew Martin

amartin@rwbaird.com

Andrew joined Baird’s Charlotte Investment Banking office in 2009, and focuses on capital markets and M&A advisory services in the Consumer sector, with particular focus in the branded consumer products, sports and leisure, footwear and apparel sectors. Prior to joining Baird and since 2003, he worked as a Director in the Consumer Mergers and Acquisitions practice for Wachovia where he executed numerous high profile assignments involving VF Corporation, Oakley, Bushnell, Shimano, Timberland, Volcom and Jarden. Additionally, Andrew was intricately involved with many prominent financial sponsors as they evaluated and effected transactions in similar sectors. From 2000 to 2003, Andrew was a member of the European Corporate Finance practice for Lehman Brothers in London. Andrew began his career at Merrill Lynch in their Global Capital Markets and Investment Banking program in New York. Andrew received his MBA from the Fuqua School at Duke University and his BS from Wake Forest University.

Ryan Mausehund
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Ryan Mausehund

Life Sciences
rmausehund@rwbaird.com


Ryan joined Baird in 2009 as a Vice President in the Healthcare Investment Banking Group. Prior to joining Baird, Ryan evaluated, structured and negotiated strategic partnerships, investments and acquisitions at Abraxis BioScience, a biopharmaceutical company. Before Abraxis, Ryan spent over 10 years in the Healthcare Investment Banking Groups at Wachovia and CIBC World Markets, and helped establish the West Coast Healthcare Investment Banking office for Wachovia. Ryan has completed over 80 transactions for life science companies, including public and private equity financings, leveraged finance transactions and buy side, sell side and partnership assignments. Ryan received his Bachelor of Science in Finance from the University of Minnesota, Minneapolis.

Kevin McGee
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Kevin McGee kmcgee@rwbaird.com


Kevin McGee joined Baird in 2011 as a member of the Global Investment Banking team. Kevin focuses on equity offerings, mergers and acquisitions (M&A) and other financial advisory services within the Consumer sector. Kevin has experience working with leading businesses in variety of Consumer verticals, including sporting goods, outdoor recreation, apparel & footwear, household products, restaurant and retail. Select transactions include Allen Edmonds (sale to Brentwood Associates), Battenfeld Technologies (sale to Smith & Wesson), Bushnell (sale to ATK / Vista Outdoor), CCM Hockey (sale to Birch Hill Equity Partners), Chuy's Restaurants (IPO / follow-on offerings), Crimson Trace (sale to Smith & Wesson), Freshii (IPO), Hollander Sleep Products (sale to Sentinel Capital Partners), Louisville Slugger (sale to Wilson Sporting Goods), POC Sports (sale to Investcorp), Prince Sports (sale to Authentic Brands Group), Sportsman's Warehouse (IPO / follow-on offerings) and Strategic Partners (sale to New Mountain Capital). Prior to joining Baird, Kevin was a member of Citi Capital Strategies for more than 10 years where he primarily focused on M&A advisory services to clients in a variety of industries. Kevin received his M.B.A. from the University of Notre Dame and his B.S. in Finance from Eastern Illinois University.

Christopher C. McMahon
Managing Director: toggle

Chris McMahon Head of Global Mergers & Acquisitions
cmcmahon@rwbaird.com

Chris joined Baird in May 2002. He is Head of Baird's Global Mergers & Acquisitions activities and a member of the firm's Investment Banking Management Committee, as well as the M&A Fairness Opinion Committee. Chris has 27 years of investment banking experience. Prior to joining Baird, he was a Managing Director in the Mergers & Acquisitions Group at Credit Suisse First Boston (CSFB), which he joined as part of CSFB's November 2000 acquisition of Donaldson, Lufkin & Jenrette (DLJ). At DLJ, Chris was a Managing Director in DLJ’s Mergers & Acquisitions Group. Chris received his MBA from the University of Chicago and his BS degree from Babson College. He is a member of The Economic Club of Chicago and a member of the Board of Overseers at Babson College.

Nick Mehta
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Nick Mehta

nmehta@rwbaird.com

Nick Mehta joined Baird in January 2015 as a member of Baird’s Healthcare Investment Banking Group. He focuses on Healthcare Services, advising clients on mergers and acquisitions and capital raising transactions. Prior to joining Baird, Nick was a Vice President in the Healthcare Investment Banking Group at Credit Suisse. While at Credit Suisse, Nick advised both publicly-traded and privately-held healthcare services clients on mergers and acquisitions and public debt and equity offerings. Nick received an M.B.A. from The University of Chicago Booth School of Business and a B.S. in Finance from the University of Illinois at Urbana-Champaign.

John Moriarty
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John Moriartyjmoriarty@rwbaird.com

John joined Baird in 2007 as a Managing Director and Head of Baird's Palo Alto Investment Banking office. Prior to joining Baird, he spent 13 years in the investment banking group at AG Edwards (now Wachovia Securities) and established AG Edwards' West Coast Technology Investment Banking practice. During his tenure at AG Edwards, John led his clients in a variety of transactions including public and private equity financings, convertible securities offerings, buy- and sell-side merger and acquisition assignments and other financial advisory activities. From 1989 to 1992, he worked for KPMG Peat Marwick where he was a senior-level auditor responsible for public and private company financial audits.

John received a BS degree in Accounting, cum laude, from Georgetown University, and an MBA in Finance and Marketing from The Kellogg Graduate School of Management at Northwestern University. He is also a graduate from the Securities Industry Institute at The Wharton School of the University of Pennsylvania and is a Certified Public Accountant.

Frank Murphy
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Frank Murphy Co-Head of Energy Group
fmurphy@rwbaird.com

Frank joined Baird in 2010 when he co-founded the Energy Group.  Frank has over 30 years of energy industry experience, including ten years as a finance executive with public oil and gas companies and 22 years as an energy focused investment banker.

Since joining Baird, Frank has been directly or indirectly involved in over 220 energy financing or advisory transactions, primarily for upstream (E&P) and midstream companies.  Recent advisory and/or financing transactions include BP Midstream, Antero Resources, Andeavor Logistics, Nustar Energy, EQT GP Holdings, Oasis Midstream, Genesis Energy, Enbridge Energy Partners, and Alliance Resources.

Prior to joining Baird, Frank was a managing director in the Wells Fargo energy investment banking group and prior to Wells Fargo, managing director and co-head of the A.G. Edwards energy group.

 Frank also serves as Secretary, Director and member of the Executive Committee of the Energy Infrastructure Council (formerly the Master Limited Partnership Association), a Washington, DC based trade organization which promotes the interests of midstream companies.

 Frank has a B.A., Economics from the University of Vermont

Jim O'Brien
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Jim O'Brienjobrien@rwbaird.com

Jim joined Baird's Real Estate Investment Banking Group in 2011 from FBR Capital Markets, where he established and led the Real Estate Private Equity and Advisory Group. Prior to FBR, Jim 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. Jim received a BS in management from St. Joseph's University and earned an MBA from Duke University.

Tom O’Hare
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Tom O'Haretohare@rwbaird.com

Thomas O’Hare joined Baird in 2012, from FBR Capital Markets, and is responsible for the execution of public and private equity and debt offerings, mergers and acquisitions and joint ventures within the real estate sector. Thomas has participated in a variety of transactions including numerous initial and follow-on public equity offerings, 144A transactions, merger and acquisition advisories, asset level joint ventures and financial advisory assignments to real estate companies. Prior to FBR, Thomas was an officer in the United States Navy and specialized in nuclear engineering on board a ballistic missile submarine. Thomas received his M.B.A. from the University of Maryland and his B.S. from the United States Naval Academy.

Kristy Obuchowski Wallen
Director: toggle

Kristy Obuchowski Wallenkobuchowski@rwbaird.com

Kristy G. Obuchowski Wallen joined Baird in 2004. Kristy is currently a member of Baird’s Business Services Investment Banking Team. She provides analytical and execution support for mergers and acquisitions, equity offerings and other financial advisory services. Prior to Baird, Kristy was an Associate at LaSalle Capital Group, a lower middle market private equity fund in Chicago.

Kristy received her M.B.A. from the University of Chicago Booth School of Business and her B.S. in Finance with a minor in Accountancy from DePaul University.

Joseph T. Packee
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Joe PackeeCo-Head of Global Industrial Group
jpackee@rwbaird.com

Joe is Co-Head of Baird's Global Industrial Group and has worked in investment banking at Baird for 20 years. Joe has deep experience in public and private company equity, debt and M&A transactions and strategic advisory assignments within the global industrial sector. Joe’s sub-sector expertise includes: process and flow control, capital equipment, energy equipment and other related markets. Joe manages key client relationships in North America, Europe and Asia, and his experience includes advising on numerous cross-border transactions. Prior to joining Baird, Joe was an accountant at Deloitte and Touche, LLP, where he provided audit and advisory services. He received an MBA, with honors, from the J.L. Kellogg School of Management at Northwestern University and a BS degree in Accounting from Marquette University. Joe is very active in the community, including current and past involvement at Marquette University High School, St. Anthony Parish, The Parenting Network, the United Way and the Kettle Moraine School District.

Brad Page
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Brad Pagebpage@rwbaird.com

Brad Page joins Baird from William Blair where he was previously a Partner and Managing Director having established and led the firm’s Environmental Services Investment Banking practice. During his nine years at William Blair, Brad partnered with public and private companies across M&A and debt and equity capital markets to complete over 35 transactions.

Representative past assignments include the sale of StormTrap to Warren Equity Partners, the sale of BluSky Restoration to Dominus Capital, the sale of GeoStabilization to KKR, the sale of Lakeshore Recycling to Goldman Sachs, the acquisition of Winters Bros of CT on behalf of IMPERO Waste Services, the sale of Wind River Environmental to Gryphon Investors, the acquisition of Airgas-Refrigerants, Inc. on behalf of Hudson Technologies, and the sale of ENTACT to PPC.

Additionally, Brad is a member of the President’s Council of the Shedd Aquarium, the MBA Alumni Advisory Council at Georgetown University, and a board member of the Ethan M. Lindberg Foundation.

Kiran Paruchuru
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Kiran Paruchurukparuchuru@rwbaird.com

Kiran joined Baird in 2004 and is a member of Baird's Technology & Services Group. He spends the majority of his time with companies in the Business Process Outsourcing / Outsourced Customer Care industries.

Prior to joining Baird, Kiran spent three years as an Associate at Salomon Smith Barney, where he provided financial and advisory services to corporate clients primarily in the energy industry. He received his MBA degree from The University of Chicago Graduate School of Business and graduated with a BS degree in Accounting from the University of Illinois. He is also a CPA.

Nicholas Pavlidis
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Nick Pavlidisnpavlidis@rwbaird.com

Nick is a senior member of Baird’s Consumer Investment Banking team with a focus on Household Products. Prior to joining Baird in 2000, Nick was with Skadden, Arps, Slate, Meagher & Flom where he represented private equity funds and companies in connection with leveraged acquisitions and private financings. He has led numerous high-profile Consumer M&A transactions, and has won three “Consumer Deal of the Year” awards from M&A Advisor magazine. Nick has led transactions involving P&G, SC Johnson, Newell Rubbermaid, Bosch, GOJO (Purell®), Ames True Temper, Stanley Black & Decker, Igloo, Wilton, World Kitchen and numerous consumer-focused private equity firms. He received his MBA and JD degrees from the University of Chicago and his BA degree from Haverford College.

Joe Pellegrini 
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Joe Pellegrini

jpellegrini@rwbaird.com

Joe joined Baird's Charlotte Investment Banking office as Managing Director in 2008, and focuses on capital markets and M&A advisory services in the Consumer sector, with particular focus in retail, branded apparel, outdoor products and footwear segments.

Prior to joining Baird, he worked as Retail Group Head for Wachovia where, since 2003, he was responsible for the Retail and Soft Goods investment banking practice. From 2000 to 2003, Joe led the middle-market Consumer and Retail practice for Lehman Brothers, and from 1991 to 2000 he was a member of the Consumer and Retail group at Robertson Stephens. Since 1991, Joe has executed numerous high-profile investment banking transactions in the branded apparel and retail sectors, including Under Armour, North Face, VF Corporation, Spyder Active Sports, SmartWool Corporation, Volcom, Bushnell, Pure Fishing, Easton, Oakley Inc., and Zumiez. Prior to entering the investment banking industry, he spent seven years in the NFL, playing for the New York Jets and the Atlanta Falcons. Joe received his MBA from Columbia University and his BA from Harvard.

Anne-Marie Peterson
Managing Director: toggle

 
Anne-Marie Peterson
ampeterson@rwbaird.com

Anne-Marie Peterson is a Managing Director on Baird’s Debt Advisory Team. Her career encompasses more than 15 years of corporate finance and advisory experience. In 2017, Anne-Marie joined Baird from KeyBanc Capital Markets where she served as a Managing Director in the leveraged finance group, advising middle market financial sponsors on new LBO financings, refinancings and sell-side financings.

Earlier in her career, Anne-Marie worked at Credit Suisse Securities in the financial sponsors group where she executed more than 50 transactions with a market value of nearly $50B. She also held other investment banking roles at Lehman Brothers, Deutsche Bank and Bear Stearns. Anne-Marie received her bachelor’s degree from Trinity College and her MBA from Columbia Business School at Columbia University.

Jason Porter
Managing Director: toggle

Jason Porter jporter@rwbaird.com

Jason Porter is a Managing Director in Baird's Healthcare investment banking practice, focusing on physician and alternate site healthcare services. Prior to joining Baird, Jason was with Deloitte Corporate Finance LLC (Deloitte) where he was a Managing Director in its healthcare M&A practice. He previously served as a senior healthcare banker at Deloitte, joining the firm following its acquisition of McColl Partners, LLC. Prior to his investment banking roles, Jason worked in public accounting serving privately-held business in a variety of industries. He earned B.S. and M.S. degrees in accounting from the University of North Carolina – Wilmington, as well as an M.B.A. from the University of Miami School of Business Administration.

Trisha K. Renner
Managing Director: toggle

Trish Hansen trenner@rwbaird.com

Trish is a Managing Director in Baird's Consumer and Industrial Group. Since joining Baird in 2000, she has assisted in public and private equity financings, buy-side and sell-side mergers and acquisitions, and other advisory services for private equity-backed, public and privately owned companies in industrial, consumer product and niche manufacturing sectors.

Before joining Baird, Trish spent six years with Arthur Andersen, where she provided business, tax advisory and consulting services. She received her MBA from the Kellogg Graduate School of Management at Northwestern University and graduated with a BBA in Accounting and Finance from the University of Wisconsin-Milwaukee. She is also a Certified Public Accountant.

Peter Robbins
Director: toggle

Peter Robbinsprobbins@rwbaird.com

Peter Robbins is a Director in Baird’s Technology and Services Investment Banking Group with a focus on the Facility, Industrial & Rental (“FIR”) Services effort. Since joining the firm in 2012, he has advised on dozens of equity offerings, mergers and acquisitions and other transactions. Before joining Baird, Peter worked as an analyst in the Risk Department at Morgan Stanley & Co based in New York. He received his M.B.A. from the University of Wisconsin-Madison School of Business with a concentration in Finance and Investment Banking and his J.D. from the University of Wisconsin Law School. Peter graduated magna cum laude from Boston College with a B.A. in Economics.

Paul T. Rogalski
Vice Chairman: toggle

Paul Rogalskiprogalski@rwbaird.com

Paul joined Baird in 1995 and serves as the Vice Chairman of Global Investment Banking. For 20 years, Paul headed the Global Industrial Investment Banking Group at Baird. Paul has more than 30 years of Investment Banking experience and has been involved in a wide variety of financing and M&A transactions. Before joining Baird, he was a Partner at Vector Securities International. Earlier, he was a Senior Vice President in the Investment Banking group at Kidder, Peabody & Co. in Chicago. He received an MBA with distinction from the Kellogg Graduate School of Management at Northwestern University and his JD cum laude from Northwestern’s School of Law. He earned his undergraduate degree with high honors from the University of Notre Dame.

Jeffrey F. Rogatz
Managing Director: toggle

Jeff Rogatz Mergers & Acquisitions
jrogatz@rwbaird.com

Jeff joined Baird in 2011 as a Managing Director in the Real Estate Investment Banking Group based in McLean, Virginia. His primary areas of focus are equity and M&A opportunities in the office, industrial and health care related real estate space. With more than 20 years in the industry, Jeff has extensive experience including numerous initial public offerings, perpetual preferred offerings, corporate bond and convert offerings, merger and acquisition advisories, asset-level joint ventures, private placements and general financial advisory.

Prior to Baird, Jeff was President of Ridgeway Capital LLC. He also served as Chief Financial Officer of Brandywine Realty Trust and, prior to that, was the Head of the REIT practice at Legg Mason Wood Walker.

Jeff earned a BS in systems engineering from the University of Virginia and a MBA from The College of William & Mary.

Craig Rogowski
Director: toggle

Craig Rogowski Global Technology & Services
crogowski@rwbaird.com

Craig brings more than 17 years of investment banking and corporate development experience to Baird. Most recently, he spent over 10 years focused on the software sector at Pacific Crest Securities, the tech division of KeyBanc Capital Markets. In this role, Craig worked on a broad range of M&A advisory, private placement and public offering transactions and played a key role in building the firm’s software practice. Earlier in his career, Craig worked in a corporate development role at Seagate Technology, a data storage company, and held investment banking positions at UBS and Donaldson, Lufkin and Jenrette. He graduated from the University of Michigan with a bachelor’s degree in Business Administration.

Robert Rosenfeld
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Robert Rosenfeld

rrosenfeld@rwbaird.com

Rob Rosenfeld is a Managing Director within the Consumer Investment Banking team, focusing on branded consumer household, juvenile/toy and hygiene products – targeting products that are principally sold through big box, specialty retail or online. Rob provides strategic and analytical support on buy-side and sell-side acquisitions/divestitures, mergers, strategic alternatives, equity offerings and other financial advisory services. Prior to joining Baird, Rob was a Director in the Mergers & Acquisitions group for BMO Capital Markets in Chicago focusing principally on consumer, food and retail clients. His previous experience was in Consulting with Cap Gemini (formerly Ernst & Young) where he was a Senior Manager responsible for strategic and operational transformations for consumer and industrial organizations. Rob received his M.B.A. with honors from the University of Chicago Booth School of Business and a dual degree in Business (Marketing and Finance) and Liberal Arts (French) from Washington University in St. Louis.

Dale Rudow
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Dale Rudow

drudow@rwbaird.com

Dale Rudow is a Director within Baird’s Global Industrial Group and has nearly 15 years of investment banking experience.  Dale has deep experience in public and private company M&A transactions, equity and debt financings and strategic advisory assignments.  Dale’s sub-sector expertise includes thermal management, energy equipment and process and flow control markets.  Prior to joining Baird, Dale was a CPA with PriceWaterhouseCoopers, LLP, where he provided international tax advisory services.  Dale received an M.B.A. from The University of Chicago Booth School of Business and a B.S. in Accounting from the University of Iowa.

Chase Sanders
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Chase Sanderscsanders@rwbaird.com

Chase Sanders is a Managing Director in Baird’s Technology & Services group, where he focuses on Enterprise Software, SaaS and Healthcare IT. Chase has 23 years of total experience, including 18 years as an advisor to technology businesses and five years as CEO of a growth company. Prior to joining Baird, Chase was a partner and Managing Director with Signal Hill Capital Group, a boutique investment bank focused on growth stage IT companies. Prior to that, Chase was CEO of Atlantis LLC, a consumer home services company that he took from start-up to operations in eight states before successfully exiting the business.

Previously, Chase was the senior east coast software banker with Bear, Stearns in New York, and also served in the media and telecom investment banking group at Bank of America Securities. Chase began his career as a corporate and M&A attorney with the leading law firms of DLA Piper and Hogan Lovells. Chase received a BA in Economics from the University of Virginia, where he was elected to Phi Beta Kappa, a Master in Public Policy from the Harvard Kennedy School of Government, and a JD cum laude from Harvard Law School.

Breton A. Schoch
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Bret Schochbschoch@rwbaird.com

Bret manages the Human Capital Services practice within the Technology & Services sector covered by Baird. Since joining Baird in 1992, he has been active in a variety of private and public financing, and buy- and sell-side strategic financial advisory assignments, primarily for clients in services industries.

Before joining Baird, Bret worked in the Commercial Banking Department at the American National Bank of Chicago. He received an MBA from the University of Chicago Graduate School of Business and a BA in Economics from DePauw University.

Christopher J. Sciortino
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Chris Sciortino

csciortino@rwbaird.com

Chris has extensive experience advising corporate clients and executing public and private financing and M&A transactions. Chris focuses on the Consumer Products and Services marketplace, and has advised a number of branded consumer companies including those in the Leisure, Retail, Apparel, Food and Restaurant sectors.

Before joining Baird in 2005, Chris worked in the Investment Banking group at A.G. Edwards & Sons. Earlier, he worked in the Audit and Corporate Finance groups at KPMG. Chris received an MBA from Washington University in St. Louis and a BS in Accounting from Indiana University. He is a Certified Public Accountant.

Judith G. Scott, CFA
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Judith Scottjscott@rwbaird.com

Judith joined the Business Services Investment Banking team after a distinguished 20-plus-year career as a research analyst largely focused on covering Human Capital Services for Baird. Judith pioneered the coverage of the Staffing Industry with the first comprehensive industry report in 1986 and was voted a member of the First Team of the All-America Research Team in the Business Services/Staffing category of Institutional Investor Magazine in 1999.

Other honors included recognition by Reuters in its Mid-to-Smaller Company Research survey as the second-highest ranking analyst for Services (Commercial & Consumer) in 1998. Before joining Baird in 1980, Judith taught at Gallaudet University in Washington, D.C., and currently serves on the board of the Center for the Deaf and Hard of Hearing in Milwaukee.

She earned a BA from Stanford University, where she was elected to Phi Beta Kappa; an MS in Italian Literature from the Catholic University of America; and an MBA from the University of Wisconsin-Milwaukee with Beta Gamma Sigma honors.

Jeffrey M. Seaman
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Jeffrey Seamanjseaman@rwbaird.com

Jeff Seaman is a Managing Director in Baird’s Financial Sponsor Group with responsibility for managing the firm’s relationships with a number of leading private equity firms and family offices. During his tenure at Baird, Jeff has worked on a wide variety of sell-side transactions and equity offerings for companies in the industrial, consumer, retail, business services, healthcare and energy sectors. In addition, Jeff served as Co-Head of Baird’s Investment Banking recruiting efforts from 2011 – 2013 focused on undergraduate, M.B.A. and lateral hires. Prior to joining Baird in 2008, he served as Senior Managing Director in the Financial Sponsor Group at Bear Stearns & Co. Inc. Jeff also spent 15 years with Lehman Brothers Inc., serving in a variety of investment banking positions, most recently as Managing Director in the Global Financial Sponsor Group. He holds an M.B.A. in Finance from Northwestern’s Kellogg Graduate School of Management and a B.B.A. in Finance and a B.A. in Political Science from Southern Methodist University. Jeff is an active member of the Chicago community, serving on the Board of Directors of SGA Youth & Family Services and The Golden Apple Foundation.

Alex Sevilla
Director: toggle

Alex Sevillaasevilla@rwbaird.com

Alex Sevilla is a Director in Baird’s Global Technology & Services team and a member of the Baird Government Services Investment Banking practice.  He joined Baird in 2018 from Houlihan Lokey where he was a Senior Vice President in their Government Services investment banking group.  Prior to joining Houlihan Lokey, Alex was an Assistant Vice President in BB&T Capital Markets’ Aerospace, Defense and Government investment banking team, and spent several years at a boutique investment bank where he provided M&A advice to companies in the government services sector.  Alex is an active member of the Northern Virginia Chamber of Commerce and the Maryland Technology Council. He holds a B.S. in Management and Finance from the University of Miami.

Brett Skolnik
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Brett Skolnikbskolnik@rwbaird.com

Brett is a senior member of Baird’s Global Healthcare team, covering healthcare facilities and alternate site providers, with a focus on multi-site physician and other provider groups, behavioral health and post-acute care. Brett joined Baird in 2018 from BMO Capital Markets where he served as Managing Director, responsible for the firm’s healthcare M&A practice. Prior to BMO, he served as CFO of a private specialty pharmaceutical company and held healthcare and M&A related investment banking positions at Piper Jaffray, Cowen, PaineWebber and Kidder, Peabody & Co. Brett earned a bachelor’s degree in mechanical engineering from Lehigh University as well as an MBA from Columbia Business School at Columbia University.

Andrew K. Snow
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Andrew Snowasnow@rwbaird.com

Andrew is a Managing Director focusing on the Technology & Services sector, where he has coverage responsibility for both the Education and Marketing and Information Services industries. Before joining Baird in 2004, Andrew spent nine years at Credit Suisse First Boston, in both New York and Chicago.

At CSFB, he was a senior member of its Business Services group, working with a variety of Marketing, Information and Education services companies. Andrew received a BA cum laude from Middlebury College and an MBA from the University of Chicago Graduate School of Business.

John Song
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John Songjsong@rwbaird.com

John Song is a Managing Director in Baird’s Global Technology & Services team and Co-Head of the Baird Government Services Investment Banking practice. He joined Baird in 2018 from Houlihan Lokey, where he co-led lead their government services investment banking team, along with Jean Stack. Prior to Houlihan Lokey, John was a management consultant for Booz Allen Hamilton and spent several years working in structured finance at firms such as Credit Suisse First Boston, Deutsche Bank, and Bankers Trust. He is a board member of the Northern Virginia Chamber of Commerce as well as the Association for Corporate Growth (ACG) National Capital.  He holds a B.A. from Boston University and an MBA from the University of Chicago.

Jean Stack
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Jean Stackjstack@rwbaird.com

Jean Stack is a Managing Director in Baird’s Global Technology & Services team and Co-Head of the Baird Government Services Investment Banking practice. She joined Baird in 2018 from Houlihan Lokey, where she was a founding member of their Aerospace, Defense & Government Services (ADG) Group and co-head of their Government Services practice. With more than 20 years of investment banking experience, Jean has expertise advising industry-leading companies on mergers and acquisition (M&A), capital-raising, and other key corporate strategies. She has deep experience in working with companies in a broad range of technology and services sectors, serving clients of founder-owned businesses, private equity-owned companies, and U.S. and international corporate divestitures. Jean is a Board Member and Executive Committee Member of the Northern Virginia Technology Council (NVTC). She graduated cum laude with a B.A. in Economics from Duke University and studied at the London School of Economics.

David Steinkeler
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David Steinkelerdsteinkeler@rwbaird.com

David Steinkeler joined Baird in 2010 and is a Director in Baird’s Global Industrial Group focused on the industrial technology and testing/inspection/certification/compliance ("TICC") sectors. David has advised on over $6.5 billion of aggregate transaction value and is responsible for sector coverage, origination and execution of mergers and acquisitions, equity offerings and other financial advisory services. Prior to joining Baird, David worked at UBS Investment Bank in the Diversified Industrials Group. David received his M.B.A. with distinction from the Ross School of Business at the University of Michigan and his B.S. with honors from the Kelley School of Business at Indiana University.

Eric Stetler
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Eric Stetlerestetler@rwbaird.com

Eric Stetler joined Baird in 2008 and is a Director in the Global Industrial Group focused on infrastructure products, equipment and technology across engineering & construction, highway & street, power & utility and water / wastewater.  He provides transaction leadership on mergers and acquisitions, equity / debt offerings and other financial advisory services. Eric has a wide range of experience working with publicly-traded, financial sponsor-owned and family-owned companies with over 70 completed transactions totaling nearly $20 billion of disclosed value.  He received a B.B.A. in Accounting, Economics and Finance from the University of Wisconsin at Oshkosh, where Eric graduated Summa Cum Laude and was a Wall Street Journal Achievement Award winner.

Bill Suddath
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Bill Suddath

Co-Head of Global Healthcare Investment Banking
Healthcare Services
bsuddath@rwbaird.com

Bill Suddath is a Managing Director and Co-Head of Baird’s Healthcare Investment Banking team. In his career, Bill has worked with a range of healthcare clients in the healthcare IT, revenue cycle, clinical outsourcing, pharmacy and distribution sectors, and he brings a diversity of merger and acquisition as well as private and public capital markets experience. Prior to joining Baird, he was a Managing Director in the healthcare investment banking group at JMP Securities. In addition, he previously worked on the healthcare and technology investment banking teams at JP Morgan and SunTrust Robinson-Humphrey.  Bill began his investment banking career as an Associate at Hambrecht & Quist in their healthcare investment banking group. Bill graduated cum laude from Georgetown University.

Matthew Tingler
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Matt Tinglermtingler@rwbaird.com

Matthew is a Managing Director within Baird’s Consumer & Retail Investment Banking practice where he advises on equity offerings, mergers and acquisitions and other financial advisory services with a focus on the apparel and footwear, sporting goods and fitness, health and wellness, and outdoor recreation sectors. Prior to joining Baird, Matthew was a Senior Associate in Merrill Lynch’s Mergers & Acquisitions Investment Banking practice. Previously he was an Associate in Citigroup’s Equity Research practice and a Manager in Ernst & Young’s Transaction Advisory Services practice where he performed M&A due diligence, restructuring and valuation assignments. Matthew received an M.B.A from the Kellogg School of Management at Northwestern University with distinctions and a B.S. in accounting and marketing with high honors from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst charterholder through the CFA Institute and a recipient of the SGB 40 Under 40 award sponsored by SportsOneSource Group.

Sandy Walter
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Maria Watts

swalter@rwbaird.com

Sandy Walter is a Director in Baird’s Equity Capital Markets Group, advising clients in the Real Estate, Distribution and Logistics sectors on all aspects of the capital raising process. He is responsible for the origination and execution of all equity transactions, including IPOs, publicly and confidentially marketed follow-ons, bought deals, preferred offerings and At-the-Market (ATM) programs. Since joining Baird in 2004, Sandy has served in various roles across Baird’s Global Investment Banking business, including the firm’s Global Technology & Services group, focused on M&A and equity offering activity, and the Real Estate Investment Banking group. Sandy graduated from Bates College, with a B.A. in Economics and received his MBA from the University of Wisconsin-Madison, with a concentration in Finance and Investment Banking. Sandy is a member of the Board of Directors for Operation Dream for Greater Milwaukee.

Maria Watts
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Maria Watts

mwatts@rwbaird.com

Maria Watts is a Managing Director in Baird’s Financial Sponsors Group. Since joining Baird in 2009, Maria has executed numerous mergers and acquisitions and equity offerings. Prior to her current role, Maria was a Managing Director in Baird’s Consumer Group where she advised a number of branded consumer companies in the retail and apparel, footwear & accessory sectors. She began her career as an investment banking analyst at Stephens Inc. During her career, Maria has successfully completed nearly 40 transactions totaling approximately $25.0 billion in value. Maria received her M.B.A. from the Kellogg School of Management at Northwestern University and graduated with honors from Centenary College of Louisiana with a B.S. in Business and Spanish.

Jameson Weck
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Jameson Weckjweck@rwbaird.com

James Weck is a Managing Director at Baird in the Chicago office. He is a Senior Member of Baird’s Global Healthcare Group and its M&A Fairness Opinion Committee. Since joining Baird in 2007, he has participated in over 45 completed mergers and acquisitions and corporate financing transactions. James has extensive experience leading public and private company transactions within the healthcare IT & services vertical. Prior to joining Baird, James was a member of the Financial Restructuring Group at Houlihan Lokey. James received a B.B.A. with high honors in finance from the University of Georgia.

Ross W. Williams
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Ross Williamsrwilliams@rwbaird.com

Ross joined Baird in 1998 and is a member of the Technology & Services group. Since joining the firm, he has participated in numerous equity offerings, mergers and acquisitions and other financial advisory services in roles of increasing responsibility. Recent transaction experience includes the sale of a school bus operator to Macquarie, the sale of Financial Dynamics to FTI Consulting and equity financings for RSC Equipment Rental and Williams Scotsman.

Ross received his MBA with distinction from the J.L. Kellogg School of Management at Northwestern University and his BA with honors from the University of Wisconsin, where he graduated Phi Beta Kappa.

Eric Winn
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Eric Winnewinn@rwbaird.com

Eric is a Managing Director in Baird’s Global Technology & Services Investment Banking team, covering internet and software. He joined Baird in 2018 from KeyBanc Capital Markets, formerly Pacific Crest Securities, where he served most recently as Managing Director and the head of internet & enabling software investment banking. With more than 20 years of investment banking experience, Eric has broad-based transaction experience, working on behalf of clients such as: Shopify, DoubleVerify, Alibaba Group, Wayfair, Yext, Zillow, Homeaway and many other notable names. Earlier in his career, Eric was a vice president in the technology investment banking group at Bear Stearns where he focused on software. He also held technology investment banking roles at FBR and Salomon Smith Barney (Citigroup). Eric graduated from the University of Oregon with a B.S. in Business Administration.