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Investment Banks In Distribution

Company Profile

Baird

Contact Information

About

Baird’s commitment to distribution dates back to the 1980s. The Company’s dedicated Distribution Group has achieved a leading position in the middle market, with extensive experience across a variety of end markets, product categories and distribution models. Since 2004, Baird’s Distribution Group has completed over 100 M&A advisory and fundraising transactions for distribution clients, including public companies, privately held businesses and private equity sponsors, representing approximately $35 billion. Baird’s Distribution Group has a track record of delivering superior outcomes for clients through deep sector knowledge, international reach, teamwork and a commitment to excellence.
 
About Baird Investment Banking
Baird is a leading middle-market focused investment bank serving the M&A, equity financing and debt advisory needs of clients globally. Since 2011, Baird has advised on nearly 600 M&A transactions totaling more than $150 billion in transaction value and has served as an underwriter on more than 600 equity offerings totaling more than $170 billion in capital raised.
 
Baird’s balanced buy- and sell-side practice provides expertise for public and private companies, while the firm’s dedicated financial sponsor coverage further expands opportunities and financing resources for the firm’s clients. Through close coordination between U.S., European and Asian bankers, and partners in Australia, India and Brazil, Baird works to optimize opportunities and results for clients in the international marketplace. Approximately one-third of Baird’s M&A transactions over the past five years have involved an international party.

Deals

FCXPerformance FCX Performance

Baird served as financial advisor to FCX, a portfolio company of Harvest Partners, in its sale to Applied Industrial Technologies. FCX is the premier distributor of highly engineered valves, instruments, pumps and provider of lifecycle services to MRO and OEM customers across diverse end markets. 

 

PartsSource PartsSource

Baird served as exclusive financial advisor to PartsSource, a portfolio company of Primus Capital and Polaris Partners, in its sale to Great Hill Partners. PartsSource is a leading provider of medical parts procurement and distribution solutions for hospitals, outpatient clinics and physician offices.

 

Watsco Watsco (NYSE: WSO)

Baird served as joint book-running manager on a Watsco follow-on offering of 4,235,685 shares of common stock, at a price of $144.00 per share, generating gross proceeds of approximately $610 million. Watsco is the largest distributor of air conditioning, heating and refrigeration equipment and related parts and supplies in the United States.

 

HEParts  H-E Parts International

Baird served as financial advisor to H-E Parts, a portfolio company of Frontenac and CHAMP Ventures, in its sale to Hitachi. H-E Parts is the largest global provider of aftermarket parts, components and solutions for the mining, heavy construction and energy sectors.

 

For a complete list of Baird Investment banking deals, please visit rwbaird.com/investmentbanking.

Industry expertise

Baird’s Dedicated Distribution Group Covers:

Building Products

Electrical / Electronics / Datacom

Energy

Engineered Products

Facilities Maintenance

Foodservice

Industrial Supplies / MRO

Lubrication

Pipes, Valves & Fittings (PVF)

Plumbing / HVAC

Safety

Vehicle Supply

Team

Kliewer
Jason P. Kliewer
Managing Director, Distribution Group
+1 (813) 273-8242
jkliewer@rwbaird.com
 
Jason Kliewer joined Baird in 1998, and is a member of the Distribution team within Baird's Global Industrial Investment Banking Group. Baird has completed over 100 M&A advisory and fundraising transactions for distribution clients, including public companies, privately held businesses and private equity sponsors.
 
Jason received an M.B.A. from the University of Cambridge, where he was a Gates Cambridge Scholar, and graduated with a B.S. degree in Finance, with the highest honors, from the University of Florida.
 
lange
Thomas E. Lange
Managing Director, Distribution Group
+1 (813) 273-8248
tlanage@rwbaird.com
 
Tom Lange joined Baird in 1996, and is a member of the Distribution team within Baird's Global Industrial Investment Banking Group. Baird has completed over 100 M&A advisory and fundraising transactions for distribution clients, including public companies, privately held businesses and private equity sponsors.
 
Prior to joining Baird, Tom was a partner in the securities and mergers and acquisitions practice of the law firm of Foley & Lardner. He is a member of the State Bar of Florida, and the American Institute of Certified Public Accountants. Tom graduated, magna cum laude, from Notre Dame Law School, and received a B.B.A. degree with a concentration in Accounting, cum laude, from the University of Notre Dame. He began his career in the Chicago office of Ernst & Whinney.
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