Baird Market Research Report

Company Overview

Name:

Robert W. Baird & Co. Incorporated

Mission of the Company:

Putting clients first since 1919, Baird is committed to fostering a workplace environment of trust, inclusion, respect, and teamwork, aiming to improve lives and futures for its clients, employees, and communities.

Founded:

Founded in 1919

Founders:

No information is available

Key People:

• Steve Booth: Chairman & CEO

• Rodney L. Jones-Tyson: Global Chief Human Resources Officer

Headquarters:

Milwaukee, Wisconsin, USA

Number of Employees:

Approximately 5,100 associates

Revenue of the Company:

More than $2.79 billion in 2023

What is the Company Known For:

Baird is renowned for its international wealth management, asset management, investment banking/capital markets, and private equity services.

Products

Private Wealth Management

• Description: Offers personalized investment and financial planning services.

• Key Features: Tailored advice for various financial goals, including retirement planning and wealth preservation strategies.

Asset Management

• Description: Provides high-quality fixed income and equity investment products.

• Key Features: Emphasis on performance, risk management, and exemplary client service.

Global Investment Banking

• Description: Offers advisory and financing services with a global reach.

• Key Features: Expertise in mergers & acquisitions, equity capital markets, and cross-border transactions in 30 countries.

Private Equity

• Description: Involves venture capital, growth equity, and private equity investments globally.

• Key Features: Focuses on long-term growth and strategic partnerships in targeted sectors.

Fixed Income Capital Markets

• Description: Provides comprehensive fixed income research, sales, and trading services.

• Key Features: Expertise in corporate credit, government, municipal, and securitized products.

Institutional Equities & Research

• Description: Offers equity research and trading solutions tailored to institutional clients.

• Key Features: Recognized for high-touch service and comprehensive trading solutions.

Recent Developments

New Products and Indices

• September 27, 2024: Launched the Baird/Digital Commerce 360 E-commerce Index, providing insights into the performance of leading e-commerce companies.

Partnerships and Expansions

• October 10, 2024: Baird’s Fixed Income Capital Markets facilitated a $25 million funding facility for Arctaris Impact Investors to support underserved communities.

• October 14, 2024: Expanded its Private Wealth Management presence in Virginia.

New Features and Innovations

• Research Initiatives: Baird continuously enhances its research capabilities, as exemplified by the launch of their E-commerce Index to track market changes.

Organizational Developments

• April 4, 2024: Continued recognition as one of the Fortune 100 Best Companies to Work For® for 21 consecutive years.

Recent News Highlights

• November 2024: Baird continues to expand its advisory and banking capabilities with new hires and office expansions to better serve its institutional and individual clients.

• October 2024: Baird has been involved in supporting impactful community investments, highlighting its role in facilitating economically and socially conscious financial transactions.

External Collaborations

• Strategic Alliances: Engaging with partners like Digital Commerce 360 to provide robust market insights and indices to a broader audience.

This report summarizes key aspects and the latest strategic developments at Robert W. Baird & Co. Incorporated, emphasizing its commitment to client success and innovative financial solutions.