Baird Investment Bank Overview and Expertise

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Baird is a full-service investment bank that offers a wide range of financial services to corporations, institutions, and governments.

Their expertise spans across various industries, including consumer, retail, and real estate.

Baird's investment banking team has a strong track record of advising clients on strategic transactions, capital raisings, and M&A.

Baird has a strong presence in the Midwest, with a significant presence in Chicago and other major cities.

Their investment banking team is led by experienced professionals who have a deep understanding of the markets and industries they serve.

Baird's expertise in debt and equity financing is particularly notable, with a strong focus on middle-market clients.

Capital Markets

Baird's global investment banking team serves primarily middle-market companies, advising on nearly 200 financing and advisory transactions in 2020 with a total value of more than $70 billion.

Their equity sales and trading professionals make Baird's equity research available to institutional investors across the globe.

Baird research analysts provide dedicated coverage of over 725 stocks as of 2020.

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This extensive coverage has consistently placed Baird among the top Small/Mid-Cap Equity platforms.

Baird's Public Finance team delivers underwriting, advisory, consultant, and placement agent services to clients across the public, private, and nonprofit sectors.

They were the No.1 municipal underwriter in the U.S. for the 12th consecutive year, based on the number of issues according to Ipreo MuniAnalytics.

Baird's Fixed Income Sales & Trading team includes more than 135 sales, trading, and analytics professionals serving from offices across the U.S.

Baird achieved the best-ever year for revenues, with their team trading an average $23.7 billion per month - an increase of 21% over 2019.

Baird's Equity and fixed income money managers serve investors, including public and private retirement plans, corporations, foundations, and other institutional clients.

Together, Baird Advisors and Baird Equity Asset Management have more than $120 billion under management.

Baird offers mutual funds through Baird Funds, including fixed income mutual funds managed by Baird Advisors and equity mutual funds managed by Baird Investment Management.

History and Overview

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Baird was founded in 1919 as the securities arm of the First Wisconsin National Bank in Milwaukee, Wisconsin.

The firm's early years laid the groundwork for its future success, but it wasn't until 1934 that it became an independent entity called The Securities Company of Milwaukee, Inc.

Baird joined the New York Stock Exchange in 1948, and it took the name of its lead partner since inception, Robert W. Baird.

From 1982 to 2004, Northwestern Mutual Life owned a majority interest in Baird, a significant period in the firm's history.

Baird became a fully independent, employee-owned financial services firm in 2004, marking a major milestone in its evolution.

Frequently Asked Questions

Is Baird a good investment bank?

Baird is a reputable middle-market investment bank with a global team of experienced banking associates. They help clients achieve successful outcomes through collaborative and expert guidance.

Is Baird a prestigious firm?

Yes, Baird is a highly respected investment bank in the middle market, known for its expertise and reputation in the industry.

Is Baird a trustworthy company?

Baird is accredited by the Better Business Bureau (BBB) and has committed to upholding the BBB Standards for Trust, indicating a strong commitment to transparency and accountability. This accreditation suggests a trustworthy business with a proven track record of integrity.

Maggie Morar

Senior Assigning Editor

Maggie Morar is a seasoned Assigning Editor with a keen eye for detail and a passion for storytelling. With a background in business and finance, she has developed a unique expertise in covering investor relations news and updates for prominent companies. Her extensive experience has taken her through a wide range of industries, from telecommunications to media and retail.

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