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Asset/Investment Management
FINANCE | Asset/Financial Management
rwbaird.com

Investments

4

Portfolio Exits

2

Funds

2

Partners & Customers

9

About Baird

Baird is an employee-owned wealth management, capital markets, asset management, and private equity firm with $105 billion in client assets.

Headquarters Location

777 East Wisconsin Avenue

Milwaukee, Wisconsin, 53202,

United States

800-792-2473

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Latest Baird News

Baird and Arcano Partners Form Alliance

Jan 11, 2023

Baird, an employee-owned international wealth management, asset management, investment banking, capital markets and private equity firm, and Arcano Partners, an independent financial advisory and asset management firm based in Spain, have formed an international alliance focused on advising on global mergers and acquisitions deals. The alliance looks to improve each bank’s respective mergers and acquisitions offerings by using the firms’ combined geographic presence, client relationships and industry experience. Through the alliance, Arcano Partners’ investment banking clients will gain access to Baird’s team of over 400 investment bankers in the U.S., Europe and Asia, as well as a global financial sponsors team with experience in the private equity community. Additionally, Baird’s investment banking clients will gain access to Arcano’s local presence in Spain and Portugal and knowledge of potential buyers and sellers in Iberia. “This strategic alliance broadens Baird’s global footprint and enhances our overall M&A franchise by strengthening our ability to serve clients in Spain and Portugal and is another example of how Baird continues to invest in its global investment banking platform,” says Brian McDonough, co-head of global investment banking at Baird.

Baird Investments

4 Investments

Baird has made 4 investments. Their latest investment was in GAMMA Investing as part of their Unattributed on January 1, 2022.

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Baird Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

1/11/2022

Unattributed

GAMMA Investing

Yes

2

6/30/2015

Private Equity

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10

3/4/2015

Private Equity

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10

12/20/2007

Unattributed VC

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$99M

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0

Date

1/11/2022

6/30/2015

3/4/2015

12/20/2007

Round

Unattributed

Private Equity

Private Equity

Unattributed VC

Company

GAMMA Investing

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Amount

$99M

New?

Yes

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Co-Investors

Sources

2

10

10

0

Baird Portfolio Exits

2 Portfolio Exits

Baird has 2 portfolio exits. Their latest portfolio exit was Motion Solutions on November 06, 2018.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

11/6/2018

Acq - Fin

$99M

3

6/23/2017

Acq - P2P

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$99M

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10

Date

11/6/2018

6/23/2017

Exit

Acq - Fin

Acq - P2P

Companies

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Valuation

$99M

$99M

Acquirer

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Sources

3

10

Baird Acquisitions

6 Acquisitions

Baird acquired 6 companies. Their latest acquisition was Hefren-Tillotson on January 24, 2022.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

1/24/2022

$99M

Acquired

7

11/28/2018

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$99M

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10

6/5/2018

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$99M

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10

10/31/2017

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$99M

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10

11/24/2015

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$99M

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10

Date

1/24/2022

11/28/2018

6/5/2018

10/31/2017

11/24/2015

Investment Stage

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acquired

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Sources

7

10

10

10

10

Baird Fund History

2 Fund Histories

Baird has 2 funds, including BCGF II Affiliates Fund.

Closing Date

Fund

Fund Type

Status

Amount

Sources

BCGF II Affiliates Fund

1

BGCF II Special Affiliates

10

Closing Date

Fund

BCGF II Affiliates Fund

BGCF II Special Affiliates

Fund Type

Status

Amount

Sources

1

10

Baird Partners & Customers

9 Partners and customers

Baird has 9 strategic partners and customers. Baird recently partnered with Ownership Works on April 4, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

4/5/2022

Partner

United States

Baird Partners with Nonprofit to Raise Awareness of Employee Ownership Programs.

Read more about Ownership Works and Baird 's involvement and commitment as a founding partner here .

1

4/28/2021

Partner

United States

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10

8/22/2019

Partner

United States

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10

4/26/2019

Vendor

United States

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10

2/14/2019

Partner

United States

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10

Date

4/5/2022

4/28/2021

8/22/2019

4/26/2019

2/14/2019

Type

Partner

Partner

Partner

Vendor

Partner

Business Partner

Country

United States

United States

United States

United States

United States

News Snippet

Baird Partners with Nonprofit to Raise Awareness of Employee Ownership Programs.

Read more about Ownership Works and Baird 's involvement and commitment as a founding partner here .

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Sources

1

10

10

10

10

Baird Team

21 Team Members

Baird has 21 team members, including current Managing Director, Brian Cole.

Name

Work History

Title

Status

Brian Cole

Managing Director

Current

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Name

Brian Cole

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Work History

Title

Managing Director

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Status

Current

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