Broker Check

Capital Markets & Investment Banking

Many wealthy families accumulate their financial capital through the operation or ownership of a significant asset such as a business or real property. The family's wealth is often concentrated in this particular asset. Baird’s capital markets and investment banking capabilities can help families monetize or liquidate these private holdings, and they include:

  • Global Investment Banking
    • Mergers & acquisitions advisory
    • Equity capital markets including IPOs and follow-on offerings
    • Debt capital markets
    • Capital structure advisory
    • Restructuring advisory
    • Private real estate advisory
  • Institutional Equities & Research
    • Electronic execution, cash equity trading, and program trading
    • Equity research coverage
    • Macro research by Strategas
    • Corporate access and conferences
  • Fixed Income Sales & Trading
    • Governments, agencies, and municipals
    • Investment grade and high-yield corporates
    • Securitized Products
  • Public Finance
    • K-12 & independent school districts, charter schools, and higher education
    • Municipalities & communities
    • Transportation, healthcare, and special districts
  • Private Equity