Global Private Equity

In the lower-middle-market, it’s rare to find an investor that can bring global resources to bear, has the flexibility to deliver truly bespoke capital solutions customized to your needs and has a culture built around partnering with founders to help build their business for success. This is who we are.

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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.

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.