Services & Offerings
With our integrated, global team of banking professionals, Baird Global Investment Banking provides a range of advisory and financing services and offerings to clients around the world.
Our core investment banking business is focused on mergers and acquisitions, equity financing and debt advisory activities. We also provide restructuring, fairness opinions and other special advisory services, including solutions for GPs.
Mergers & Acquisitions
Our global network of investment banking professionals in the United States, Europe and Asia works in close partnership with clients to evaluate fundamental strategic issues. Our global team of bankers has substantial experience in advising public and privately owned businesses and private equity firms on a wide range of merger and acquisition transactions.
We have an outstanding track record of cross-border M&A transaction execution in more than 30 countries throughout the world.
We’ve built this track record by leveraging our:
Unique "one team" approach
Baird’s entire Global Investment Banking group operates on a single profit and loss (P&L) statement – something that’s very unique among investment banks. This structure drives a higher level of teamwork and collaboration for our clients
Deep, focused sector expertise
With dedicated industry bankers supported by top-rated equity research in nearly a dozen industry verticals, we have the knowledge of and access to key sector investors.
Baird’s bankers have sound, fundamental understanding of and insights into our core industries of focus. This expertise is enhanced by Baird’s top equity research of more than 700 companies.
Global network of relationships
Our knowledge of advising both buyers and sellers provides Baird with perspectives and insights that further strengthen our capabilities for middle-market companies.
Dedicated Financial Sponsors group
Baird has a dedicated Financial Sponsor group comprised of skilled M&A bankers who bring significant private equity perspectives and relationships to every M&A process.
Senior banker involvement
Senior members of our team are actively involved in each stage of the transaction process, providing a continuity of service for the client and seasoned advice throughout the entire process.
Equity Capital Markets
As a leading underwriter for middle-market companies, Baird provides innovative public equity financing solutions to support complex corporate strategies. We offer a wide array of services tailored to meet the unique capital and liquidity needs of our clients, including:
- Initial public offerings (IPOs)
- Follow-on offerings (publicly marketed and accelerated)
- Confidentially marketed (“wall cross”) follow-on offerings
- Block trades/bought deals
- At-the-market offerings
- Preferred equity offerings
- Private investments in public equity (PIPEs) and registered directs
Our extensive transaction experience and knowledge of the equity capital markets allows us to provide differentiated, value-added insights, advice, positioning and execution that help lead to successful outcomes for our clients. We achieve these successful outcomes for clients through our:
Unique "one team" approach
Baird’s entire Global Investment Banking group operates on a single profit and loss (P&L) statement – something that’s very unique among investment banks. This structure drives a higher level of teamwork and collaboration for our clients
Deep, focused sector expertise
With dedicated industry bankers supported by top-rated equity research in nearly a dozen industry verticals, we have the knowledge of and access to key sector investors.
Baird’s institutional sales and trading team and broad retail network provide unique access to key decision makers and investors around the world.
Our highly ranked investor conferences and non-deal roadshows enable us to be a long-term financial partner for issuers.
Dedicated Financial Sponsors group
Baird has a dedicated Financial Sponsor group comprised of skilled M&A bankers who bring significant private equity perspectives and relationships to every M&A process.
Senior banker involvement
Senior members of our team are actively involved in each stage of the transaction process, providing a continuity of service for the client and seasoned advice throughout the entire process.
Capital Advisory
Baird Global Investment Banking’s Capital Advisory group is a team of seasoned product experts, who partner with Baird’s industry bankers and deliver innovative capital solutions for clients.
We provide independent and holistic advice. We evaluate capital structures and alternatives, and deliver bespoke security structures for sponsor-backed and founder/family-owned businesses and public companies.
Baird’s team has a track record of optimizing outcomes for clients across a multitude of transaction objectives, including:
- Growth
- Acquisition financing
- Balance sheet recapitalization (debt and/or equity)
- Liquidity, secondary monetization transactions
- Management or leveraged buyout financing
- Independent sponsor, platform company or joint venture financing
- Project financing
We offer a wide array of products, including loans, traditional private placements, private convertible, structured equity and equity-linked, secondaries, and PIPEs.
At the forefront of capital market trends, we deliver a broad range of highly customized solutions across the spectrum of debt, equity and hybrid securities, including:
- Asset Based Facilities
- First Lien Term Loans / Unitranche
- High Yield
- Second Lien / Mezzanine
- HoldCo Notes (Private + Public)
- Equity-linked (Convertible Debt or Debt + Warrants)
- Preferred Stock (with or without Warrants)
- Convertible Preferred Stock
- Common Stock
Baird provides clients with direct access to a vast universe of investors through our strong relationships with bank and non-bank lenders, venture capital, hedge, private equity and credit funds, family offices, pensions, sovereigns and other alternative investors, and strategic investors.
Overview of the leveraged loan and high yield markets in both the U.S. and Europe delivering general insights into their marketing conditions.
Restructuring Advisory
Baird Global Investment Banking’s Restructuring Advisory Group is a team of highly-skilled veteran restructuring experts with diverse experience across a wide range of industries and geographies. We partner with Baird’s industry, financial sponsor and capital advisory bankers to deliver customized solutions for our clients.
Baird’s Restructuring team complements the firm’s M&A and capital advisory capabilities, enhancing our ability to serve the firms’ clients’ diverse advisory needs, especially at their most critical moments. Our team leverages Baird’s global multi-sector industry expertise and its M&A and capital advisory practices to assist companies, financial sponsors, founder/family-owned businesses and other stakeholders confronting capital structure challenges and other complex situations.
Our bankers are thoughtful, client-focused, and trusted advisors. Our advice is informed by rigorous analyses and an evaluation of a comprehensive set of available transaction alternatives, which may include:
- Out-of-court balance sheet recapitalizations
- Liability management exercises, including amend and extend, debt exchanges, repurchases and tender offers
- Reorganization under a Chapter 11 bankruptcy Plan
- Placement of distressed company debt and equity financings
- Buy-side and sell-side M&A transactions, both in-court and out-of-court
- Complex creditor negotiations
Our extensive experience advising and raising capital on behalf of distressed companies also positions us well to advise financial sponsors and other institutional or family office investors seeking to place control-oriented investments in distressed company situations.
Over their careers, our bankers have led multiple market-defining transactions in all major sectors of the economy, including automotive, consumer and retail, gaming, healthcare, hospitality, industrials, infrastructure, oil and gas, power and real estate.
*Transaction completed at another firm.
GP Solutions
Baird’s Global GP Solutions Group delivers highly customized advice to sponsor clients pursuing GP-initiated secondary transactions.
Partnership Approach to Meet a Wide Variety of Needs
Through our independent, holistic advisory approach, we deliver optimal outcomes for sponsors and limited partners through continuation funds and related structures designed to extend asset sponsorship, fund growth and generate liquidity options. Our dedicated product experts work in partnership with Baird’s industry bankers to provide innovative solutions that address a wide array of sponsor objectives. Our deep firmwide resources across product and sector coverage enable us to help clients navigate evolving markets.
Direct Access to a Broad Universe of Investors
Our team provides direct access to a broad universe of investors through our deep relationships with secondary funds, fund of funds, pension and sovereign wealth funds, endowments, foundations, family offices and other alternative investors. Senior team members have deep GP solutions credentials, having advised on transactions totally over $50 billion.
Direct Access to Broad Universe of Investors
We provide extensive capabilities across GP-led transaction types, including:
- Single Asset Continuation Fund
- Multi-Asset Continuation Fund
- Direct Co-investment Vehicle
- Multi-Asset Strip Sale
- LP Tender Offer
- Acquisition Equity Financing
- Fund Level Preferred Equity
- NAV Loans
- Firm Level Financing for GPs
Contact a member of our team to learn more.
