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

CST Co Acquired by ARMStrong Receivable Management
Air Equipment Company Acquired by Meriton
International Protein Colloids has been acquired by GPI
Recreonics has been acquired by Heritage Pool Supply Group. Baird served as the sell-side advisor.
Card with the words and logos, 'OCI Division has been acquired by Grand Valley Holdings & Gemspring, Sell-Side Advisor'
Baird served as sell-side advisor for the acquistion of Advanced ENT & Allergy by Senta, a portfolio company of Shore Capital Partners.
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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.


Our Locations

Louisville Office

500 West Jefferson Street, Suite 700, Louisville, KY 40202


Cincinnati Office

3805 Edwards Road, Ste 610, Cincinnati, OH 45209