Robert W. Baird & Co. Incorporated

FINRA 8158 · placing rounds since Mar 2016

12company rounds placed

1in the last two years, last Jun 2025

$781Msold in the rounds they placed

5.8%typical commission; the median firm takes 4.9%

Named on 37 Form D filings as paid to sell the offering: 12 for operating companies, 24 for funds, 1 for real estate. 4 registered agents named.

Quarter by quarter

Company rounds they placed in each quarter, from the filings.

123Q3224Q1125Q2

What they place

Insurance33%
Other17%
Biotechnology17%
Manufacturing8%
Other Health Care8%
Other Technology8%
Pharmaceuticals8%

How big the rounds are

Under $1M2
$1M to $5M2
$5M to $20M3
$20M to $100M4
$100M+2

Where the companies are

OH4NY3MA2IN2MN1CA1MT1

Rounds they placed

Company rounds Everything, funds and real estate too

FiledIssuerIndustrySold

Jun 2025X Cubed Loan Jv I LLCAgents: N/AInvesting$75M

Mar 2024Applied Therapeutics, Inc.Biotechnology$100M

Mar 2024Crinetics Pharmaceuticals, Inc.Biotechnology$350M

Sept 2023American Aerogel CorpOther$40M

Dec 2022Karyopharm Therapeutics Inc.Pharmaceuticals$165M

Dec 2020Valley Rural Utility CoElectric Utilities$12M

Jun 2020Decatur County Rural Water CorpOther$4.2M

Feb 2017Nationwide Private Placement Variable AccountAgents: Malcolm Liles, William LilesInsurance$3.4M

Feb 2017Nationwide Private Placement Variable AccountAgents: Malcolm Liles, William LilesInsurance$13M

Nov 2016Nationwide Private Placement Variable AccountAgents: Malcolm Liles, William LilesInsurance$137k

Jul 2016Simms Fishing Products LLCManufacturing-

Mar 2016Nationwide Private Placement Variable AccountAgents: Malcolm Liles, William LilesInsurance$764k

Oct 2014Phreesia, Inc.Other Health Care$30M

Oct 2014Cognoptix, Inc.Other Technology$13M

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

M Holdings Securities Inc.4 rounds together Piper Sandler & Co.2 rounds together Leerink Partners LLC2 rounds together H.C. Wainwright & Co., LLC2 rounds together RBC Wealth Management1 round together Barclays Capital Inc.1 round together

Founders who worked with them

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