# Robert W. Baird & Co. Incorporated: fundraiser

> Robert W. Baird & Co. Incorporated placed 12 company rounds filed with the SEC, most recently Jun 2025. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/robert-w-baird-and-co-incorporated (Millionrounds; every figure on the page links to its filing or article)

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# Robert W. Baird & Co. Incorporated

FINRA 8158 · placing rounds since Mar 2016

**12** company rounds placed

**1** in the last two years, last Jun 2025

**$781M** sold 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.

**1** 23Q3 **2** 24Q1 **1** 25Q2

## What they place

- Insurance **33%**
- Other **17%**
- Biotechnology **17%**
- Manufacturing **8%**
- Other Health Care **8%**
- Other Technology **8%**
- Pharmaceuticals **8%**

## How big the rounds are

- Under $1M **2**
- $1M to $5M **2**
- $5M to $20M **3**
- $20M to $100M **4**
- $100M+ **2**

## Where the companies are

**OH** 4 **NY** 3 **MA** 2 **IN** 2 **MN** 1 **CA** 1 **MT** 1

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/robert-w-baird-and-co-incorporated)[Everything, funds and real estate too](https://millionrounds.com/providers/robert-w-baird-and-co-incorporated?show=all)

Filed Issuer Industry Sold

Jun 2025 X Cubed Loan Jv I LLC Agents: N/A Investing **$75M**

Mar 2024 Applied Therapeutics, Inc. Biotechnology **$100M**

Mar 2024 Crinetics Pharmaceuticals, Inc. Biotechnology **$350M**

Sept 2023 American Aerogel Corp Other **$40M**

Dec 2022 Karyopharm Therapeutics Inc. Pharmaceuticals **$165M**

Dec 2020 Valley Rural Utility Co Electric Utilities **$12M**

Jun 2020 Decatur County Rural Water Corp Other **$4.2M**

Feb 2017 Nationwide Private Placement Variable Account Agents: Malcolm Liles, William Liles Insurance **$3.4M**

Feb 2017 Nationwide Private Placement Variable Account Agents: Malcolm Liles, William Liles Insurance **$13M**

Nov 2016 Nationwide Private Placement Variable Account Agents: Malcolm Liles, William Liles Insurance **$137k**

Jul 2016 Simms Fishing Products LLC Manufacturing **-**

Mar 2016 Nationwide Private Placement Variable Account Agents: Malcolm Liles, William Liles Insurance **$764k**

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

Oct 2014 [Cognoptix, Inc.](https://millionrounds.com/company/cognoptix-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](https://millionrounds.com/providers/m-holdings-securities-inc)[**Piper Sandler & Co.** 2 rounds together](https://millionrounds.com/providers/piper-sandler-and-co)[**Leerink Partners LLC** 2 rounds together](https://millionrounds.com/providers/leerink-partners-llc)[**H.C. Wainwright & Co., LLC** 2 rounds together](https://millionrounds.com/providers/h-c-wainwright-and-co-llc)[**RBC Wealth Management** 1 round together](https://millionrounds.com/providers/rbc-wealth-management)[**Barclays Capital Inc.** 1 round together](https://millionrounds.com/providers/barclays-capital-inc)

## Founders who worked with them

No one has said so yet.

Worked with them? Say so

## A badge for their site

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