Scot Berg Joins Baird Global Investment Banking as Managing Director
Firm Expands Global Financial Sponsors Group
NEW YORK – June 27, 2019 – Baird, an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm, today announced that Scot Berg has joined the firm’s Global Investment Banking business as a Managing Director in the Global Financial Sponsor team.He is based in Baird’s New York office.
Berg joins 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, Berg 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. Earlier in his career, Berg worked in Bank of America Merrill Lynch’s investment banking department and at Skadden, Arps, Slate, Meagher & Flom LLP. He earned a bachelor’s degree from Dartmouth College and a J.D. from the University of Virginia School of Law.
“We are excited to welcome Scot to Baird,” said Les Cheek, Head of Baird’s Global Financial Sponsor Group. “Comprised of skilled M&A bankers and seamlessly integrated with the rest of our global banking platform, our Global Financial Sponsor practice is a significant and positive differentiator for Baird. The addition of Scot even further enhances the depth of knowledge, experience and reach of our Global Financial Sponsors team.”
Baird's Global Financial Sponsor group develops and maintains long-term relationships with private equity firms around the world. As a team, this group of seasoned investment bankers works across Baird's global platform to combine the firm’s deep understanding of the private equity community with Baird's comprehensive advisory and capital markets capabilities to achieve successful outcomes for clients.
Berg added: “I am very happy to join this team of talented bankers. I look forward to further enhancing Baird’s Global Financial Sponsor Group and continuing to grow our global reach as we strive to deliver the best possible outcomes for our clients.”
About Baird Global Investment Banking
Baird is a leading global investment bank focused on the middle market. 350 investment banking professionals in the U.S., Europe and Asia provide corporations, entrepreneurs, private equity and venture capital firms with in-depth market knowledge and extensive experience in merger and acquisition, debt advisory and equity financing transactions. Since 2014, Baird has completed more than 540 advisory transactions, representing more than nearly $150 billion in transaction value, and 424 financings, raising more than $110 billion. Committed to being a great place to work, Baird ranked No. 16 on FORTUNE’s 100 Best Companies to Work For in 2019 – its 16th consecutive year on the list.
Celebrating its 100th anniversary in 2019, Baird is an employee-owned, international wealth management, asset management, investment banking/capital markets, and private equity firm with offices in the United States, Europe and Asia. Baird has approximately 3,500 associates serving the needs of individual, corporate, institutional and municipal clients and more than $208 billion in client assets as of Dec. 31, 2018. Committed to being a great workplace, Baird ranked No. 16 on FORTUNE’s 2019 100 Best Companies to Work For list. Baird is the marketing name of Baird Financial Group. Baird’s principal operating subsidiaries are Robert W. Baird & Co. Incorporated in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has an operating subsidiary in Asia supporting Baird’s investment banking and private equity operations. For more information, please visit Baird’s website at www.rwbaird.com.