Our Investment Criteria

For more than 20 years, Baird Capital has made private equity investments in U.S.-based lower middle-market companies. We focus exclusively on the Business Services, Healthcare, and Industrial and Consumer Products industries, where we have a deep understanding of the dynamics, trends and opportunities.


Business Services   Healthcare

 • Marketing & Data Services
 • Human Capital Services
 • Insurance Distribution Services

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 • Healthcare Marketing & Communications
 • Outsourced Payor Services & Tools
 • Consumer Focused Healthcare

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Consumer   Industrial
 
 • Personal Care & Beauty
 • Home & Lifestyle Products
 • Healthy Living Products

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 • Process Controls
 • Contract Manufacturing
 • Water Infrastructure

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U.S. Private Equity Active Add-On Acquisition Candidates

We invest $15 million to $35 million in companies with the following characteristics:

    • Enterprise value of $25 to $125 million
    • Greater than $5 million of EBITDA (earnings before interest, taxes, depreciation and amortization)
    • A leading position in a well-developed, stable or growing industry
    • Proven products or processes with key competitive advantages
    • A demonstrated track record of profitability and the potential to grow revenue organically and/or through acquisition
Although we prefer investments that present controlling ownership positions in companies, we will make select minority ownership investments where our experience positions us to add value. Our typical investment holding period is four to six years.
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