BAIRD
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Our Businesses

Baird

Founded in 1919, Baird is a privately held, employee-owned financial services firm. We have a strong platform of five complementary businesses, which helps to diversify and balance our revenues across all types of market conditions.

Baird net revenues1
(millions)

66%

Approximately two-thirds of our associates are shareholders in Baird, with ownership broadly distributed across all levels of the firm.

Private Wealth Management

Offers tailored wealth management advice founded in investment consulting and advanced planning to individuals, families and institutions across the United States.

Private Wealth Management revenues
(millions)

More than

$215 billion

in client assets

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Asset Management

Provides disciplined investing and superior service to individual and institutional investors via customized portfolios and mutual funds.

Baird Advisors
Baird Equity Asset Management

Asset Management revenues
(millions)

More than

$93 billion

in assets under management

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Fixed Income Capital Markets

Delivers investment ideas and trading execution to institutional clients and premier debt underwriting and advisory services to public, private and nonprofit clients.

Fixed Income Sales & Trading
Public Finance

Fixed Income Capital Markets revenues
(millions)

No. 1

municipal underwriter in the U.S. for 11 consecutive years2

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Equity Capital Markets

Provides a full platform of equity research, sales and trading, equity underwriting, and M&A and debt advisory capabilities to clients around the world.

Global Investment Banking
Equities

Equity Capital Markets revenues
(millions)

No. 1

for "overall quality in sales, corporate access and research"3

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Principal Investments

Principal Investments unites all of the firm's private equity and strategic investment activities managed by Baird Capital and Baird Principal Group.

Baird Capital
Baird Principal Group
Strategic Investments

Principal Investments revenues
(millions)

$3.5 billion

raised and managed since inception

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1 Financial results do not reflect the consolidation of certain private equity partnerships

2 Based on number of issues from 2009 to 2019, according to Ipreo MuniAnalytics.

3 Greenwich Associates North American Equity Investors - U.S. Small-/Mid-Cap Funds and U.S. Equities Sales, Corporate Access & Research, May 2019. Surveys conducted with 100 small-cap and mid-cap fund managers and 169 fund managers and 269 traders, respectively. Rankings for qualitative metrics based on leading research firms in surveys.