Sagard, a multi-strategy alternative asset manager, and Baird, a privately held, employee-owned international financial services firm, have announced a multifaceted strategic partnership. The collaboration represents a significant milestone in Sagard’s strategy to build a global middle-market-focused asset management firm. It also enhances Sagard’s ability to distribute its products in the U.S. wealth channel. For Baird, the partnership expands its capacity to offer differentiated alternative investment solutions, further enhancing the value it delivers to clients.
Key elements of the partnership include:
Baird acquires a minority equity stake in Sagard, becoming its first U.S. institutional shareholder.
Baird will facilitate the distribution of appropriate, differentiated Sagard strategies to its private wealth network clients, with joint efforts on product innovation, adviser engagement and ecosystem-wide growth.
Both firms believe that ov
