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Robert W. Baird & Co.
We are a boutique, long-only investment management firm offering growth-oriented international and global portfolios. | Welcome to Chautauqua Capital...
Robert W. Baird & Co.
We are a boutique, long-only investment management firm offering growth-oriented international and global portfolios. | Welcome to Chautauqua Capital Management. As Baird’s international and global equity investment team, we are a boutique, long-only investment management firm offering actively managed, high-quality, growth-oriented international and global portfolios.
General information
Firm type
Asset Manager
Year founded
1919
Location
Region
North America
Country
United States
City
Milwaukee
Corporate office
Milwaukee, WI, United States
Additional offices
Chicago · New York · London · Shanghai · Frankfurt
Principals
Steve Booth
Chairman & CEO
Mike Baird
President
Brian H. Dack
Head of Asset Management
Sector focus
Frequently asked questions
Who runs investment decisions at Robert W. Baird & Co.?
Steve Booth is Chairman and CEO, overseeing all operations. The asset management division is led by Brian H. Dack. Baird Capital, the private equity arm, operates with partner-led deal teams that have investment authority delegated by the firm's executive committee (per the firm's official communications).
How does Baird source proprietary deal flow?
Baird generates proprietary deal flow through its middle-market investment banking platform, which advises companies on M&A and capital raising. The private equity team also originates deals via direct relationships with management teams and industry networks (per firm materials).
Is Baird structured as a single family office or does it operate more like a venture firm?
Baird is an employee-owned asset manager and wealth advisor, not a family office. It operates as a diversified financial services firm with three main divisions: wealth management, asset management, and investment banking. The firm is owned by current and former employees through an ESOP-like structure.
Does Baird participate in fund commitments or only direct deals?
Baird participates in both: it makes fund commitments through its hedge fund solutions group and also invests directly via Baird Capital's private equity and private credit platforms. The firm does not disclose the ratio of fund to direct investments.
What investment stages does Baird typically target?
Baird Capital targets middle-market buyouts and growth equity in the US and Europe across industrial, healthcare, and technology sectors. Its private credit platform provides senior, unitranche, and mezzanine debt to similar-sized companies (per the firm's website).
Which sectors does Baird explicitly avoid?
Baird does not publicly disclose a list of avoided sectors. However, its Baird Capital verticals concentrate on industrial, healthcare, and technology, suggesting it refrains from consumer-facing investments, energy, and early-stage venture.
How is Baird related to other firms with similar names?
Robert W. Baird & Co. is an independent employee-owned firm unrelated to any other Baird entities. It has no connection to Baird Capital Group or Baird Financial Group. The firm's name derives from founder Robert W. Baird (public record).
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