We focus on investing in sub sectors where we have deep institutional knowledge, and we leverage our global operating capabilities to support the operational and growth needs of our partner companies.
Our Partner: Baird Capital
Baird Capital manages two complementary but distinct investment strategies: our Global Private Equity platform and our Venture Capital platform.
We invest in founder and entrepreneurial led B2B Tech & Services companies across the full capital spectrum, from venture capital to late-stage buyouts. We focus on investing in sub sectors where we have deep institutional knowledge, and we leverage our global operating capabilities to support the operational and growth needs of our partner companies.
As a privately held and employee-owned firm, we understand the importance of culture to the success of any business. For this reason, we are committed to taking a partnership approach with our management teams and working towards a common objective. We support these efforts by contributing the best of our culture and our expertise to the companies in which we invest.
In navigating the complexities of restricted stock sales and in-kind distributions, we understand that each liquidation event is unique. Our approach is centered on crafting tailored exit strategies that prioritize discretion and efficiency. By leveraging our expertise, we strive to find optimal trading solutions that allow for the seamless liquidation of concentrated positions. Our goal is to minimize any adverse impact on share prices, safeguarding the interests of our clients and often their limited partners as well. With a commitment to excellence and discretion, we ensure a smooth and strategic transition for all stakeholders involved.
In managing in-kind distributions, we collaborate closely with our venture capital and private equity funds to facilitate the seamless return of capital to their limited partners through stock allocations. Serving as an extension of our clients, we oversee every step of this process to ensure a smooth journey from acquiring the stock at the transfer agent to successfully delivering the shares into the limited partners' brokerage accounts. With meticulous attention to detail and a commitment to excellence, we streamline the entire distribution process, providing peace of mind to both our clients and their limited partners.
Selling down a position in a single block is often attractive for our clients as it provides flexible timing, limited market risk, and certainty of sale and anonymity. We leverage the strength of Baird’s relationships, research coverage, sales & trading as well as wealth management divisions.
We draft plans for funds and general partners sales of stock or for in-kind distributions to help guard against perception of undue influence by the client. We will customize plan management and trading as well.
We offer structured finance, an instrument available to companies with complex financing needs, which cannot be ordinarily solved with conventional financing.
In FX trading, Baird employs a suite of internally developed tools specifically crafted to access a wide array of both external and internal sources of liquidity. Our approach is characterized by a proactive stance, ensuring that we can seamlessly navigate various markets to optimize liquidity for our clients. One key strategy involves trading equities in their local markets to capitalize on optimal liquidity conditions, while settling transactions in USD, a preference often favored by our clients. This approach underscores our commitment to providing efficient and client-centric solutions tailored to meet their diverse needs in the global marketplace.
Give the Gift of Stock
Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.
