Trusted Solutions to Drive Your Business Forward

Your business is one of your most important assets. Our Business Owner Solutions team, together with your Baird Financial Advisor, helps you develop your business transition plan, understand and enhance the value of your business and achieve your goals and objectives in your business transition.

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Mergers & Acquisitions

We advise buyers and sellers on business sales, mergers, acquisitions, ESOPs and other similar transactions. Our Business Owner Solutions team will deliver the strategic advice and practical guidance to help you achieve the optimal outcome in your business transition.


Our credentialed, experienced business valuation team understands both the art and science of business valuation. We tailor each project to the client's unique situation and needs. The ongoing M&A experience of our Business Owner Solutions team is a critical factor grounding our valuations in the real world.

Transition Planning

When you're ready to transition your business to new ownership or to the next generation, our Business Owner Solutions team can help you develop a comprehensive and detailed exit plan that creates long-term financial security for you and your family and preserves your business legacy.

Select Business Owner Solutions Transactions

Barricades Unlimited has been acquired by Blue Sage Capital | Sell-Side Advisor
The Dental Care Plus Group has been acquired by DentaQuest | Sell-Side Advisor
Alpha Integration has been acquired by Tooling Tech Group a portfolio company of GenNX360 Capital Partners | Sell-Side Advisor
BD | NY a Boutique Design Trade Fair and related assets have been acquired by Emerald Expositions | Sell-Side Advisor
Pluto Corporation has been acquired by Derby Supply Chain Solutions a portfolio company of Hyde Park Holdings | Sell-Side Advisor
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Comprehensive Strategic Support

We make expertise accessible and approachable by blending full-service business owner solutions capabilities with dedicated, local wealth management advice.

Contact our team today to discover how we can help you plan for the future of your business.

Meet Our Team

Recent News & Publications

Close-up of market charts.
Lower Middle Market M&A Update
Abstract photo of glass building. Barricades Unlimited Acquired by Blue Sage Capital
Photo of two hands embraced in a handshake. The Dental Care Plus Group acquired by DentaQuest, LLC
6 Reasons a Strategic CFO Is Critical to a Growing Company
What Happens to Employees After an Acquisition?

Our Locations

   Louisville Office

500 W. Jefferson St., Suite 700
Louisville, KY 40202


   Cincinnati Office

312 Walnut St., Suite 3120
Cincinnati, OH 45202