Baird names Booth as CEO

By Iris Dorbian — 1 month ago

Financial services firm Baird has appointed Steve Booth as CEO, effective January 1, 2016. Booth will be holding this position in addition to serving as president. Booth is succeeding Paul Purcell who will remain as chairman. Prior to joining Baird, Booth worked at was at Kidder, Peabody & Co.

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Baird to buy Chautauqua Capital Management

By Luisa Beltran — 3 months ago

Baird said Tuesday that it has agreed to buy Chautauqua Capital Management. Financial terms weren’t announced. Boulder, Colorado-based Chautauqua Capital, an investment manager, will operate under the Chautauqua Capital Management name. It will become part of Baird Investment Management, Baird’s institutional equity asset management business.

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KED and BDT Capital to acquire stake in Truck-Lite

By Iris Dorbian — 5 months ago

Koch Equity Development LLC and BDT Capital Partners LLC have agreed to acquire Falconer, New York-based Truck-Lite, a provider of safety lighting and filtration systems for commercial vehicles. No financial terms were disclosed for the deal that’s expected to close in the fourth quarter of this year. Baird and Wells Fargo provided financial advice to Truck-Lite on the transaction while Barclays did likewise for KED. Truck-Lite is currently owned by Penske Corp (which will retain an ownership stake in Truck-Lite) and Kelso & Company.

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Baird taps Sanders for MD

By Iris Dorbian — 7 months ago

Baird has appointed Chase Sanders as a managing director on its technology and services team. Recently, Sanders worked at Signal Hill where he served as a partner and managing director.

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PE-owned FeraDyne buys Field Logic

By Iris Dorbian — 8 months ago

FeraDyne Outdoors LLC, a portfolio company of Snow Phipps Group LLC, has acquired FL Archery Holdings LLC (dba Field Logic). No financial terms were disclosed. Baird served as financial advisor to Field Logic on the transaction. Based in Superior, Wisconsin, Field Logic is a provider of archery targets and accessories.

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Peak Resorts unveils IPO

By Iris Dorbian — 1 year ago

Peak Resorts raised $90 million for its IPO after pricing its 10 million shares at $9 per share. The stock began trading Friday on the NASDAQ under the ticker symbol “SKIS.” FBR, Stifel and Baird were the lead underwriters. Headquartered in Missouri, Peak Resorts owns and operates ski resorts in the U.S. To read more about the pricing of the IPO, visit here.

 

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Green Bay Packaging buys PE-backed MidCon

By Iris Dorbian — 1 year ago

Green Bay Packaging has acquired MidCon, a portfolio company of Arbor Investments. No financial terms were disclosed. Baird advised MidCon on the transaction. Based in Wisconsin, MidCon is a provider of corrugated containers, packaging and displays for the food, beverage and industrial sectors.

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Maxwell rejoins Baird

By Angela Sormani — 2 years ago

Baird has appointed Terry Maxwell as a director of corporate development and strategic investment. Maxwell was previously at Baird for 20 years. He will be based in the Chicago office and will also serve on Baird’s Executive Committee.

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LKQ Acquires Sator Beheer

By Angela Sormani — 3 years ago

LKQ Corporation has agreed to acquire Sator Beheer, a distributor of auto parts, tools and equipment headquartered in Schiedam, the Netherlands, for approximately $268 million. Baird acted as the sole financial advisor to LKQ on the deal, which is still subject to customary closing conditions. The sellers were H2 Equity Partners, a private equity firm, and Sator management.

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Baird Names Booth COO

By Angela Sormani — 3 years ago

International financial services firm Baird has promoted Steve Booth to chief operating officer. Booth takes on the new role in addition to his current responsibilities as director of investment banking and co-head of Baird’s equity capital markets business. The plan calls for Booth to eventually succeed Baird chairman, president & CEO Paul Purcell.

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Baird Appoints Japan-Focused MD

By Angela Sormani — 3 years ago

International financial services firm Baird has appointed Satoshi Matsumoto to the firm’s investment banking group as a managing director and director of Japan mergers & acquisitions. In the newly created role, Matsumoto will work with Baird’s investment bankers to coordinate the firm’s M&A activity between Japanese businesses and companies based in the US, Europe and other parts of Asia. He will be based in the firm’s Chicago office.

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Hart Appointed Baird MD

By Angela Sormani — 4 years ago

Asset management firm Baird has appointed Owen L. Hart as managing director in its M&A practice. An investment banker with 25 years of advisory experience, Hart will support Baird’s M&A activities across multiple sectors, including consumer, technology, business services and real estate. He will be based in the firm’s San Francisco office. PRESS RELEASE Baird, […]

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Baird Appoints London MD

By Angela Sormani — 4 years ago

Baird, an employee-owned, international investment banking, private equity, wealth and asset management firm, is set to appoint Paul Bail as a managing director to its investment banking team in London. Bail will officially join Baird on Feb. 1. PRESS RELEASE Baird, an employee-owned, international investment banking, private equity, wealth and asset management firm, is set […]

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Baird Appoints to Milwaukee M&A Team

By Angela Sormani — 4 years ago

Asset management firm Baird has appointed Chris Harned as a managing director on its M&A team in its investment banking group in Milwaukee. Boasting 27 years of experience, Harned will support Baird’s advisory practice across its global platform and help build the firm’s M&A practice in the food and beverage sector. PRESS RELEASE Baird, an […]

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Baird Adds to Team

By Angela Sormani — 4 years ago

International asset management, capital markets, private equity, and wealth management firm Baird, has established a new small/mid cap equity team led by Michelle Stevens, a small cap value investor. Stevens and her team will manage institutional and individual equity portfolios. PRESS RELEASE Baird, an employee-owned, international asset management, capital markets, private equity, and wealth management […]

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