Baird

Baird is a global financial consulting firm that specializes in private equity, capital markets, wealth management, and asset management. Established in 1919 and headquartered in Milwaukee, Wisconsin, the firm operates through various subsidiaries, including Baird Capital, which focuses on venture capital, growth equity, and private equity investments across strategically-targeted sectors worldwide. Baird Capital encompasses several investment arms, such as Baird Venture Partners, which targets early to growth-stage investments in technology, healthcare, and industrial solutions, and Baird Capital Partners Europe, which specializes in lower middle-market buyouts in sectors like fintech, healthcare, and manufacturing. Baird also has a presence in Asia through Baird Asia Ltd., which develops strategies for private equity portfolio companies. With a strong emphasis on partnering with experienced management teams, Baird aims to drive value in its portfolio while providing comprehensive financial advice and services to a diverse client base, including individuals, institutions, corporations, and municipalities.

Michael Bernstein

Partner

Andrew Dyer

Investment Director

Dan Jackson

Investment Manager

Anjan Krishna

Private Equity Associate

Rob Ospalik

Partner

Becca Schlagenhauf

vice_president

Brett H. Tucker

Partner

Past deals in Wisconsin

Forj

Seed Round in 2021
Forj is an online platform that facilitates interactions within a virtual environment, enabling users to connect without geographic limitations. Founded in 2020 and headquartered in Waukesha, Wisconsin, Forj focuses on creating a customized and brandable virtual trade show experience. The platform allows exhibitors to showcase product demonstrations, videos, and downloadable content, while also offering features for real-time engagement, such as live staff support to answer visitor inquiries. Users can leave their contact information, attend demonstrations, and schedule one-on-one video chats, fostering meaningful connections among community members, employees, customers, and prospects in an engaging manner.

Zurex Pharma

Series D in 2018
Zurex Pharmacy is a specialty pharmacy and medical technology company with a novel antimicrobial technology platform. Their company's mission is to develop and commercialize a portfolio of new antimicrobial products designed to prevent healthcare-acquired infections with a focus on surgical site wounds and catheter-related infections. It was founded in 2010 and is headquartered in Middleton, Wisconsin.

Montage

Series D in 2017
Montage Talent, Inc. specializes in providing live and on-demand voice and video interviewing solutions tailored for large enterprises, healthcare sectors, and staffing and recruitment process outsourcing firms. Established in 2007 and based in Delafield, Wisconsin, the company was previously known as Expressume, Inc. and adopted its current name in 2001. Montage serves a diverse clientele, including numerous Fortune 500 companies, by delivering a modern hiring experience that combines advanced technology with personalized service. As a pioneer in purpose-built video interviewing, Montage's proprietary platform is designed for reliability, scalability, compliance, and security, ensuring it meets enterprise demands. The company emphasizes innovation driven by market needs and data, aiming to enhance the efficiency and predictability of talent acquisition. Additionally, Montage is dedicated to fostering long-term client relationships and providing exceptional support at every stage of the hiring process.

Alpha Source

Private Equity Round in 2015
Alpha Source is a leading provider of innovative solutions in medical equipment maintenance, telemedicine, medical device battery manufacturing, medical parts distribution and secure managed technology to thousands of customers in more than 74 countries around the world. Their advanced and experienced national biomedical field services team delivers preventative maintenance, repair services, quality assurance analysis, and global training for ultrasound modalities that improve patient care and clinical outcomes.

Alpha Source

Acquisition in 2015
Alpha Source is a leading provider of innovative solutions in medical equipment maintenance, telemedicine, medical device battery manufacturing, medical parts distribution and secure managed technology to thousands of customers in more than 74 countries around the world. Their advanced and experienced national biomedical field services team delivers preventative maintenance, repair services, quality assurance analysis, and global training for ultrasound modalities that improve patient care and clinical outcomes.

Zurex Pharma

Series B in 2014
Zurex Pharmacy is a specialty pharmacy and medical technology company with a novel antimicrobial technology platform. Their company's mission is to develop and commercialize a portfolio of new antimicrobial products designed to prevent healthcare-acquired infections with a focus on surgical site wounds and catheter-related infections. It was founded in 2010 and is headquartered in Middleton, Wisconsin.

Montage

Series C in 2014
Montage Talent, Inc. specializes in providing live and on-demand voice and video interviewing solutions tailored for large enterprises, healthcare sectors, and staffing and recruitment process outsourcing firms. Established in 2007 and based in Delafield, Wisconsin, the company was previously known as Expressume, Inc. and adopted its current name in 2001. Montage serves a diverse clientele, including numerous Fortune 500 companies, by delivering a modern hiring experience that combines advanced technology with personalized service. As a pioneer in purpose-built video interviewing, Montage's proprietary platform is designed for reliability, scalability, compliance, and security, ensuring it meets enterprise demands. The company emphasizes innovation driven by market needs and data, aiming to enhance the efficiency and predictability of talent acquisition. Additionally, Montage is dedicated to fostering long-term client relationships and providing exceptional support at every stage of the hiring process.

SOLOMO Technology

Series A in 2013
SOLOMO Technology Inc. specializes in indoor location intelligence and personalized marketing solutions for retailers. The company offers the SOLOMO Exchange, a web-services platform that integrates with retailers' mobile applications to collect customer identity and location data, facilitating personalized offers while prioritizing customer control over their information. Its suite of tools includes SOLOMO Geo, which provides location-based notifications and usage reports, and SOLOMO Identity, enabling customers to manage their data. Additionally, SOLOMO offers Single Sign On for secure authentication and SOLOMO Intent for users to communicate their intentions to trusted organizations. The company also develops branded in-store mobile applications that enhance customer engagement and assist sales associates in providing better service. Founded in 2010 and based in Madison, Wisconsin, SOLOMO Technology focuses on delivering effective mobile solutions that enhance the retail experience while fostering customer trust.

Montage

Series B in 2012
Montage Talent, Inc. specializes in providing live and on-demand voice and video interviewing solutions tailored for large enterprises, healthcare sectors, and staffing and recruitment process outsourcing firms. Established in 2007 and based in Delafield, Wisconsin, the company was previously known as Expressume, Inc. and adopted its current name in 2001. Montage serves a diverse clientele, including numerous Fortune 500 companies, by delivering a modern hiring experience that combines advanced technology with personalized service. As a pioneer in purpose-built video interviewing, Montage's proprietary platform is designed for reliability, scalability, compliance, and security, ensuring it meets enterprise demands. The company emphasizes innovation driven by market needs and data, aiming to enhance the efficiency and predictability of talent acquisition. Additionally, Montage is dedicated to fostering long-term client relationships and providing exceptional support at every stage of the hiring process.

Zurex Pharma

Series A in 2012
Zurex Pharmacy is a specialty pharmacy and medical technology company with a novel antimicrobial technology platform. Their company's mission is to develop and commercialize a portfolio of new antimicrobial products designed to prevent healthcare-acquired infections with a focus on surgical site wounds and catheter-related infections. It was founded in 2010 and is headquartered in Middleton, Wisconsin.

Montage

Venture Round in 2011
Montage Talent, Inc. specializes in providing live and on-demand voice and video interviewing solutions tailored for large enterprises, healthcare sectors, and staffing and recruitment process outsourcing firms. Established in 2007 and based in Delafield, Wisconsin, the company was previously known as Expressume, Inc. and adopted its current name in 2001. Montage serves a diverse clientele, including numerous Fortune 500 companies, by delivering a modern hiring experience that combines advanced technology with personalized service. As a pioneer in purpose-built video interviewing, Montage's proprietary platform is designed for reliability, scalability, compliance, and security, ensuring it meets enterprise demands. The company emphasizes innovation driven by market needs and data, aiming to enhance the efficiency and predictability of talent acquisition. Additionally, Montage is dedicated to fostering long-term client relationships and providing exceptional support at every stage of the hiring process.

Montage

Series A in 2010
Montage Talent, Inc. specializes in providing live and on-demand voice and video interviewing solutions tailored for large enterprises, healthcare sectors, and staffing and recruitment process outsourcing firms. Established in 2007 and based in Delafield, Wisconsin, the company was previously known as Expressume, Inc. and adopted its current name in 2001. Montage serves a diverse clientele, including numerous Fortune 500 companies, by delivering a modern hiring experience that combines advanced technology with personalized service. As a pioneer in purpose-built video interviewing, Montage's proprietary platform is designed for reliability, scalability, compliance, and security, ensuring it meets enterprise demands. The company emphasizes innovation driven by market needs and data, aiming to enhance the efficiency and predictability of talent acquisition. Additionally, Montage is dedicated to fostering long-term client relationships and providing exceptional support at every stage of the hiring process.

Pinstripe

Series A in 2005
Pinstripe is a top RPO provider with global reach and high customer satisfaction as recognized by HRO Today’s Baker’s Dozen. They serve world-class organizations in financial services, healthcare, pharmaceuticals, technology, advanced manufacturing, biotech, telecommunications and energy.

Roche NimbleGen

Series F in 2004
Roche NimbleGen provides products and services to the life science research market. The company offers SeqCap EZ system, a solution-based capture system that enables enrichment of exome in a single test tube; SeqCap EZ library that covers exome designs, gene panels, and custom content designs; and SeqCap EZ reagents to maximize workflow and order different reagent needs. It also provides SeqCap Epi, an enrichment system that includes a set of target enrichment tools for DNA methylation assessment at single-base resolution, as well as offers SeqCap Epi kits and reagents. The company provides a set of preparation and adapter kits for library construction including SignalMap, a software product for browsing of genomic tracks; and NimbleDesign, an online tool that enables users to design SeqCap EZ choice libraries. It offers DNA microarray products and services for CGH, ChIP-chip, DNA methylation, AccuSNP, CGS, instruments, sequence capture arrays, gene expression microarrays, and their associated workflows. The company also provides online technical and instruction support services. Roche NimbleGen was founded in 1999 and is headquartered in Madison, Wisconsin. As of August 8, 2007, Roche NimbleGen operates as a subsidiary of Roche Holding AG.

Roche NimbleGen

Series D in 2003
Roche NimbleGen provides products and services to the life science research market. The company offers SeqCap EZ system, a solution-based capture system that enables enrichment of exome in a single test tube; SeqCap EZ library that covers exome designs, gene panels, and custom content designs; and SeqCap EZ reagents to maximize workflow and order different reagent needs. It also provides SeqCap Epi, an enrichment system that includes a set of target enrichment tools for DNA methylation assessment at single-base resolution, as well as offers SeqCap Epi kits and reagents. The company provides a set of preparation and adapter kits for library construction including SignalMap, a software product for browsing of genomic tracks; and NimbleDesign, an online tool that enables users to design SeqCap EZ choice libraries. It offers DNA microarray products and services for CGH, ChIP-chip, DNA methylation, AccuSNP, CGS, instruments, sequence capture arrays, gene expression microarrays, and their associated workflows. The company also provides online technical and instruction support services. Roche NimbleGen was founded in 1999 and is headquartered in Madison, Wisconsin. As of August 8, 2007, Roche NimbleGen operates as a subsidiary of Roche Holding AG.

Roche NimbleGen

Series B in 2001
Roche NimbleGen provides products and services to the life science research market. The company offers SeqCap EZ system, a solution-based capture system that enables enrichment of exome in a single test tube; SeqCap EZ library that covers exome designs, gene panels, and custom content designs; and SeqCap EZ reagents to maximize workflow and order different reagent needs. It also provides SeqCap Epi, an enrichment system that includes a set of target enrichment tools for DNA methylation assessment at single-base resolution, as well as offers SeqCap Epi kits and reagents. The company provides a set of preparation and adapter kits for library construction including SignalMap, a software product for browsing of genomic tracks; and NimbleDesign, an online tool that enables users to design SeqCap EZ choice libraries. It offers DNA microarray products and services for CGH, ChIP-chip, DNA methylation, AccuSNP, CGS, instruments, sequence capture arrays, gene expression microarrays, and their associated workflows. The company also provides online technical and instruction support services. Roche NimbleGen was founded in 1999 and is headquartered in Madison, Wisconsin. As of August 8, 2007, Roche NimbleGen operates as a subsidiary of Roche Holding AG.

Berbee

Series A in 2000
Berbee has one goal to help customers profit from computer networking and the Internet.