Baird
Overview
Baird is an international financial services firm that provides private wealth management, trust, asset management, investment banking, capital markets, and private equity services . The firm serves individuals, families, communities, small businesses, and foundations across the United States, as well as corporations and institutional investors globally . Baird Capital manages global private equity and venture capital platforms, investing in B2B technology and services companies .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| cotiviti | May 2016 | IPO | Co-investor |
| Klaviyo | Sep 2023 | IPO | Co-investor |
| Bloom Energy | Aug 2022 | Follow-on Offering | Co-investor |
| press ganey | May 2015 | IPO | Co-investor |
| Pattern | Sep 2025 | IPO | Co-investor |
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Key People
Alex Sevilla
Managing Director
Andrew Sweet
Managing Director
Bart Breakstone
Managing Director
Brad East
Managing Director
Bret Schoch
Managing Director
Brian Brewer
Managing Director
Brian Timmis
Managing Director
CFP® John Lipe
Managing Director
CFP® Lori B. Gervais
Managing Director
CIMA®CPWA John Bradley
Managing Director
Colin Sebastian
Managing Director, Internet and Digital Media
Dallman Philip
Managing Director Partner
David Barrish
Managing Director
Douglas Twombly
Managing Director
Giles Corner
Managing Director
Jack McNeill
Managing Director
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Baird based?
Baird is headquartered in Milwaukee, Wisconsin, United States.
When was Baird founded?
Baird was founded in 1919.
How many portfolio companies does Baird have?
Baird has 22 portfolio companies in Caplight's dataset.
What are some companies in Baird's portfolio?
Portfolio companies visible on Caplight include cotiviti, Klaviyo, Bloom Energy, press ganey, Pattern.
What was Baird's most recent investment shown here?
Baird's most recent investment in this portfolio sample was in Pattern in 2025.
What sectors does Baird focus on?
Baird focuses on Healthcare & Life Sciences, Healthcare & Life Sciences, Consumer & Commerce, Energy & Sustainability, Healthcare & Life Sciences, Healthcare & Life Sciences, Enterprise Software, Cybersecurity, Consumer & Commerce, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Consumer & Commerce, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Real Estate & PropTech, Enterprise Software, Enterprise Software, Consumer & Commerce, Frontier & Industrial Tech, Energy & Sustainability, Enterprise Software, AI, Data & Cloud Infrastructure, Real Estate & PropTech, Consumer & Commerce, Mobility, Transportation & Logistics, Consumer & Commerce, Enterprise Software, FinTech, Enterprise Software, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Cybersecurity, Healthcare & Life Sciences, Enterprise Software, Energy & Sustainability, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure.
What company stages does Baird focus on?
Baird typically invests at the MultiStage stage.
What is Baird's AUM?
Baird's assets under management are estimated at over $100.0B.