Baird

Baird, officially known as Robert W. Baird & Co., is an independent, employee-owned financial services firm established in 1919 and headquartered in Milwaukee, Wisconsin.

With a global presence, Baird offers a comprehensive suite of services, including Private Wealth Management, Asset Management, Investment Banking, Capital Markets, and Private Equity.

The firm caters to individuals, corporations, institutional investors, and municipalities, providing tailored financial solutions to a diverse clientele.

Private Wealth Management

Baird's Private Wealth Management (PWM) division offers personalized financial advice and planning strategies to high-net-worth individuals and institutional clients.

Services include portfolio management, retirement planning, philanthropic gifting, and risk management.

The firm operates over 160 branch offices across 33 states in the U.S., managing and overseeing more than $235 billion in client assets.

Asset Management

The Asset Management division provides equity and fixed income investment solutions to public and private retirement plans, corporations, foundations, and other institutional clients, as well as high-net-worth individuals.

Baird manages more than $120 billion in assets through Baird Advisors and Baird Equity Asset Management.

Investment Banking and Capital Markets

Baird's Investment Banking team primarily serves middle-market companies, advising on financing and advisory transactions.

In 2020, the team advised on nearly 200 transactions valued at over $70 billion.

Baird's equity sales and trading professionals provide equity research to institutional investors across North America, Europe, Asia, and Australia.

As of 2020, Baird research analysts covered over 725 stocks, ranking among the top Small/Mid-Cap Equity platforms.

Private Equity

Baird Capital, the firm's private equity arm, invests in emerging and lower middle-market companies through proprietary funds.

Its global platform focuses on business-to-business technology and services investments.

Baird Capital manages active portfolio companies with combined annual revenues of $2 billion and more than 15,000 employees.

Company Size and Performance

As of 2023, Baird posted net revenues of $2.9 billion, supported by approximately 5,100 employees.

The firm operates from more than 200 offices spanning Europe, the United States, and Asia.

Its employee-ownership structure fosters a culture of trust and long-term client focus.

Locations

• Milwaukee, WI, USA (headquarters)

Workplace Recognition

Baird's dedication to excellence is evident in its consistent recognition as a top workplace.

Since 2004, it has been featured on FORTUNE's "100 Best Companies to Work For" list, highlighting its commitment to a positive and inclusive work environment.

Overall, Baird's comprehensive financial services, global reach, and employee-centric culture position it as a leading firm dedicated to helping clients achieve their financial goals with integrity and expertise.