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 capital solutions customized to your exact needs, and truly acts as a partner, supporting you in your growth journey and dedicated to helping you build your business for success. This is who we are.
Our Investment Criteria
The following four key pillars underpin our investment strategy:
Exclusively B2B Technology & Services, with business models/or serving end markets we know well
Founder-focused, where our reputation for being a reliable, straightforward and honest partner resonates
Geographic growth ambition, where we can leverage Baird's brand and relationships to support companies' growth
Flexible capital approach, with the ability to invest $25-80m into minority growth equity and majority buyouts.
Working With Us
Our Investment Themes
We’ve had the opportunity to consider significant macro drivers that will fuel technological innovation, growth and investment over the next decade. Of particular interest to us are:
The Office of the CFO
The CFO role has evolved over time, extending beyond traditional financial reporting, becoming more strategic and requiring greater visibility across multiple business units. To enable a more strategic role, CFOs need access to real-time data across their organization and must find ways to automate lower-value activities to free-up time.
Pharma Services
As the global pharmaceutical and biotech market continues to grow, so does its reliance on outsourced services. Now more than ever, pharma businesses are heavily reliant on their outsourcing partners to do business.
Sustainability
We’ve noted the confluence of challenges created by aging infrastructure, climate change, population migration, energy transition and resource scarcity and the need for innovative solutions to meet these issues.
IT Services
The outsourced IT services market is broad, growing rapidly, and characterized by technological change. All of that is paired with attractive revenue models, some of them more project-based but re-occurring in nature while others are more recurring.
Recent Investments
Learn more about the team’s investments in our portfolio.
