Baird
Overview
Baird is an international financial services firm that provides private wealth management, trust, asset management, investment banking, capital markets, and private equity services . The firm serves individuals, families, communities, small businesses, and foundations across the United States, as well as corporations and institutional investors globally . Baird Capital manages global private equity and venture capital platforms, investing in B2B technology and services companies .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| LEXEO Therapeutics | Oct 2025 | Follow-on Offering | Co-investor |
| Pattern | Sep 2025 | IPO | Co-investor |
| ModelOp | Aug 2024 | Series B | Lead |
| Klaviyo | Sep 2023 | IPO | Co-investor |
| CAVA Group, Inc. | Jun 2023 | IPO | Co-investor |
Key People
Alex Sevilla
Managing Director
Bart Breakstone
Managing Director
Brad East
Managing Director
Bret Schoch
Managing Director
Brian Brewer
Managing Director
Brian Timmis
Managing Director
CFP® John Lipe
Managing Director
CFP® Lori B. Gervais
Managing Director
CIMA®CPWA John Bradley
Managing Director
Dallman Philip
Managing Director Partner
David Barrish
Managing Director
Douglas Twombly
Managing Director
Giles Corner
Managing Director
Jack McNeill
Managing Director
James Barrett
Managing Director
James Gray
Managing Director
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
