Investment Strategy
Baird Capital makes growth equity to buyout investments in lower middle-market B2B technology & services businesses based in North America and the U.K.
Deep Expertise
We invest in industry sectors where our team has deep expertise and investment experience. We also leverage the wider Baird platform for additional sector knowledge and investment expertise. Our areas of focus overlap directly with the industry power alleys of Baird's broader Capital Markets business. Our team and Baird have access to a broad network of operating resources, executive talent and corporate relationships.
Investment Criteria
The following four key pillars underpin our investment strategy:
We invest exclusively in B2B Technology and Services companies based in North America and the United Kingdom, focusing on business models, industries and end markets where we have deep experience and conviction.
We focus on founder-led businesses, partnering with entrepreneurs and management teams who value a reliable, straightforward and honest investor. Our flexible ownership approach allows us to support founders through a range of growth and transition objectives.
We partner with companies that have meaningful opportunities for geographic expansion, leveraging Baird's global network, brand strength and strategic relationships to accelerate each company’s revenue and EBITDA growth and drive long-term value creation.
We provide $20-80 million of capital through growth equity investments, structured minority positions and majority buyouts. With target ownership ranging from 30% to 70%, we tailor investment structures to align with each company's strategic goals and ownership priorities.
Target Investment Profile
Revenue
$20 - $100
MILLION
EBITDA
$0 - $20
MILLION
Investment Range
$20 - $80
MILLION
EV Range
$50 - $250
MILLION
Investment Themes
Industrial Tech & Sustainability
The confluence of challenges created by aging infrastructure, climate change, population migration, energy transition and resource scarcity presents opportunity for companies that can meet these complex issues with innovative solutions.
Technology & Services
The tech & services landscape is evolving rapidly with developments in areas such as AI, automation and data driving significant technological change. This change is creating opportunities for specialized tech-enabled solutions to drive transformation and manage the increasingly complex risk landscape.
Pharma Services
As the global pharmaceutical market continues to grow, so are the opportunities for new product commercialization. As the industry continues to evolve, commercialization services are becoming more important than ever.
Recent Investments
Learn more about our team’s investments, or view our full portfolio.
San Francisco, California
Pharma commercialization strategy
Coeur d'Alene, Idaho
Electrical safety application
Redditch, United Kingdom
Temperature control solutions
London, United Kingdom
AI process automation and orchestration
London, United Kingdom
Life sciences market access
Orlando, Florida
Digital executive protection
Austin, Texas
Data privacy & consent management
London, United Kingdom
B2B data consulting solutions
London, United Kingdom
Cross-border payments platform
Milpitas, California
Municipal water treatment systems
Team
Baird Capital’s team works as one global platform to deliver sector expertise,
ideas for growth and operating resources to our portfolio companies.
