Team Bios

Baird Private Equity is one of the only private equity firms with the breadth and depth of global experience and resources focused on smaller, high-potential companies. The Baird Private Equity team includes 80 investment and operating professionals operating in 10 offices in five countries across the globe. Baird Private Equity is sector focused with deep industry knowledge and a successful track record of investing in Business Services, Manufactured Products and Healthcare/Life Sciences. More than 45 investment professionals in the United States, Europe and Asia are complemented by 10 operating partners. Our dedicated team of over 20 operating professionals in Bangalore, Beijing, Hong Kong and Shanghai, allow us to provide our portfolio companies with unique access to Asia sales/distribution, sourcing, and manufacturing opportunities.

Baird Venture Partners is also supported by a Healthcare Advisory Board and a Business Services Advisory Board.

 
Paul J. Carbone
Director
William J. Filip
Partner
Peter K. Shagory
Partner
Michael Liang, Ph.D.
Partner
James E. Pavlik
Principal
 
 
 
Benedict P. Rocchio
Principal
Momei Qu
Analyst
Mohan Kharbanda
Executive-in-Residence & Operating Partner
Jamie Bellanca
Executive-in-Residence
Scott Skie
Chief Administrative Officer
 
 
     
Aaron Rudberg
Director of Investor Relations
James E. Daverman
Operating Partner & Advisory Board Chairman
     
 
 
 
 
Director
312-609-4911

Paul Carbone is Director of the Private Equity Group for Robert W. Baird & Co. Baird Private Equity makes venture capital, growth equity and buyout investments in smaller, high potential companies in the US, Europe and Asia. Since 1999, Paul also has served as Managing Partner and Chairman of the Investment Committee for Baird Capital Partners and Baird Venture Partners. Prior to 1999, Paul was Co-Director of Investment Banking responsible for Baird's mergers and acquisitions advisory practice. Prior to joining Baird in 1994, Paul was a Senior Vice President in the Investment Banking Group at Kidder, Peabody & Co. Paul is a member of the board of directors of Baird Financial Corporation, Robert W. Baird Group Limited, Baird Capital Partners Europe, Baird Asia Limited, the Illinois Venture Capital Association, and the Wisconsin Technology Council. Paul also is on the board of directors of several civic, cultural and charitable organizations including the Lyric Opera of Chicago and the University of Wisconsin Carbone Comprehensive Cancer Center.

He is a Phi Beta Kappa graduate of The College of the University of Chicago and a member of its Visiting Committee. Paul received his MBA from the Harvard Business School.
 
 
 
 
 
Partner
610-239-2610

Bill directs Baird Venture Partners' activities within the business services sector. Bill’s focus includes outsourced services, financial services and information services. Prior to joining Baird Venture Partners in 2000, he was a Vice President in Baird's Investment Banking Group, where he participated in a variety of equity offerings and mergers and acquisitions. Prior to joining Baird in 1995, Bill spent five years with LaSalle Partners, where he worked in various investment capacities assisting institutions in investing in the real estate sector. In December of 2005, Bill was named by HRO Today magazine as an industry All-Star for his strong investment activity in the sector. Bill is a member of the board of directors of Payroll Associates, Pinstripe, SnagAJob.com, Clickfuel and Inside Track and is a prior board member of Austin Logistics and HireRight (NASDAQ: HIRE). He also is a member of the Wisconsin Technology Council. He received a BBA from the University of Wisconsin and an MBA from the Wharton School of the University of Pennsylvania, with majors in Finance and Strategic Management.
 
 
 
 
 
Partner
312-609-5494

Pete is a Partner with Baird Venture Partners in Chicago and oversees the group's healthcare and life sciences investment effort. Prior to joining Baird Venture Partners in 2004, he spent five years at Vector Fund Management, a life-sciences venture capital firm, investing broadly across the medical device and biotechnology fields. Prior to Vector, he spent over six years in corporate finance, mergers & acquisitions and merchant banking at JP Morgan & Co. and Banc One Capital Corporation. Pete is currently Board Chairman of Accuri Cytometers, a Board Director of Arbor Surgical Technologies and CoAxia, Inc. and oversees BVP's investments in Aptus Endosystems, and Celleration, Inc. He is a former Director of PharMEDium Healthcare Corporation and NimbleGen Systems. Pete is the founding Chair of AdvaMed’s National Venture Capital Advisory Board and also serves on the Boards of the Mid-America Healthcare Investors Network (MHIN) and the Children's Memorial Hospital Foundation. He received his undergraduate degree in Business Administration and Finance from Miami University in Oxford, Ohio, and his MBA from the Amos Tuck School at Dartmouth College.
 
 
 
 
 
Partner
312-609-5499

Mike is a Partner with Baird Venture Partners in Chicago and oversees the group’s healthcare and life science investments. Prior to joining Baird Venture Partners in 2006, he worked with Advent Venture Partners, a life sciences tech and VC firm based in London, UK, investing across the medical technology, diagnostics and biopharmaceutical sectors. Prior to Advent, he served as a Director of R&D at Cortek, Inc., a medical devices company in Dedham, Mass, where he was responsible for the development of three spinal orthopedic products. Mike is currently a member of the board of directors of Palyon Medical and Interlace Medical and a board observer at Centerre Healthcare Corporation. He is also a member of the Rush University Medical Center Associates Board, an Advisory Board member for the Medical College of Wisconsin Technology Development Fund, and a Board member for BioForward, the Wisconsin biomedical and medical device association. He received a B.S. from the University of California Berkeley and a Ph.D. in biophysical chemistry from Stanford University. He also conducted a postdoctoral fellowship at Harvard University.
 
 
 
 
 
Principal
312-609-4701

Jim joined Baird Venture Partners in 2003 and focuses on investment opportunities in the business services sector. Jim is currently a member of the board of directors of InsideTrack and ClickFuel and a board observer at Pinstripe. Prior to joining Baird, Jim was with Madison Dearborn Partners, where he focused on evaluating and structuring early-stage venture capital investments in the communications services industry. He began his career in Salomon Smith Barney’s investment banking group, where he participated in numerous equity and fixed income financings and mergers and acquisitions transactions. He received a BA in Economics, summa cum laude, from Duke University and an MBA with distinction from the Kellogg School of Management at Northwestern University.
 
 
 
 
 
Principal
312-609-4706

Benedict joined Baird Private Equity in 2000 and concentrates on investments in the Business Services sector, with an emphasis on financial technology services and information services. Benedict is a current member of the board of directors at ALI Solutions and SnagAJob.com and a board observer at Fellon McCord. He has also worked directly with 15 other investments of Baird Private Equity, including Axcelerant, HireRight, High Street Partners, NimbleGen Systems, and PayChoice. Prior to BVP, Benedict worked for KPMG LLP in the information, communications and entertainment group within the assurance practice of the Chicago office, where he focused on clients in the software and telecommunications sectors. He received his BBA, with a major in Accountancy, from the University of Notre Dame. Benedict is a member of the Illinois Venture Capital Association, Irish Angels and a member of the Chicago Children's Museum Auxiliary Board.
 
 
 
 
 
Analyst
312-609-5486

Momei provides analytical support to Baird Venture Partners’ healthcare and business services investment efforts. Prior to joining Baird in 2010, Momei worked at Independence Equity, a start-up venture capital firm in Chicago. She began her career at Merrill Lynch as an analyst in the Healthcare investment banking group in New York. Momei holds a BS in Computer Engineering and a BS in Finance from the University of Illinois at Urbana-Champaign. She also speaks fluent Mandarin.
 
 
 
 
 
Executive-in-Residence & Operating Partner
312-609-4700

Mohan is an Executive-In-Residence with Baird Venture Partners’ business services team and an Operating Partner with Baird Capital Partners. Mohan works with the team to source and evaluate new investment opportunities and contribute value-added operating experience to portfolio companies. Prior to joining Baird Private Equity, Mohan worked at Apple as a Vice President reporting to the Chief Operating Officer, where he led a team focused on establishing offshore operations in India and Eastern Europe. Prior to Apple, Mohan was Vice President and Managing Director of Dell International Services, where he was responsible for establishing and rapidly scaling Dell’s India operations. Within a two-year period, Mohan launched and grew Dell’s India operation to over 6,400 employees in three cities and four campuses. He also previously served as Vice President of Customer Experience for Dell’s Americas business unit, and held high-level, executive roles at Cummins Engine, Honeywell and Xerox. Mohan earned his bachelor’s degree in mechanical engineering from the Indian Institute of Technology and a master’s degree in business administration from the University of Minnesota.
 
 
 
 
 
Executive-in-Residence
312-609-4700

Jamie Bellanca joined Baird Private Equity as an Executive-in-Residence in 2010. In this capacity, Bellanca provides guidance on technology strategy and development, operational refinement and investment evaluation in the Business Services sector. Prior to Baird Private Equity, Bellanca was the Vice President of Advanced Technology for Cleversafe, where he led the technology vision, built the patent program and drove the architecture and development of their global storage platform. Bellanca was previously a regional principal/national director at Lante Corporation, a publicly-held software and technology consultancy. Lante purchased his award-winning internet design and development company ingenious, inc. in 1999. Bellanca has led numerous successful technology product teams, receiving accolades including a 2008 Wall Street Journal technology innovation award (software), a Business Week Chicago Innovations Award, a Storage Visions Award, and a Webby Award. Bellanca holds a BS in Interdisciplinary Science from Rensselaer Polytechnic Institute, and is based in Chicago.
 
 
 
 
 
Chief Administrative Officer
312-609-4664

Scott is Chief Administrative Officer for Baird Capital Partners and Baird Venture Partners. Prior to joining Baird in 2005, Scott served as Chief Financial Officer for LaSalle Capital Group, a Chicago-based middle-market private equity firm. In addition, Scott has worked extensively as a service provider to private equity firms as a member of Ernst & Young's Transaction Advisory Services group. Scott's experience also includes commercial banking and audit. Scott received his MBA from Northwestern’s Kellogg School of Management.
 
 
 
 
 
Director of Investor Relations
312-609-4677

Aaron manages Baird Private Equity’s relationships with current and prospective investors in the United States and abroad, and oversees its communication, sales and marketing activities. Aaron is also involved in broader strategic and new product development initiatives. Aaron joined Baird Private Equity in 2008 with nine years of private equity and entrepreneurial experience. He was previously a Principal at a Chicago-based private equity fund-of-funds Muller & Monroe, where he was a member of the firm’s investment team and helped manage the firm’s investor relationships. Prior to Muller & Monroe, Aaron spent time with two venture capital firms and was Director of Marketing at a venture-backed software company. Aaron began his career as a James H. Dunn Fellow in the press office of former Illinois Governor Jim Edgar. He received his bachelor’s degree from the University of Illinois at Urbana-Champaign, and received his MBA from the Kellogg School of Management at Northwestern University.
 
 
 
 
 
Operating Partner & Advisory Board Chairman
312-609-5497

Jim is Chairman of the Advisory Board of Baird Venture Partners and a member of the Advisory Board of Baird Capital Partners. He is also an Operating Partner for Baird Private Equity.

Jim retired in 2003 as co-founder and Managing Partner of Marquette Venture Partners. He has been involved in the venture capital industry for twenty-five years.

His venture capital career began in 1980 at First Chicago Venture Capital (the principals of which later formed Madison Dearborn Partners), one of the largest and most active private equity investors in the industry, and later as a founding general partner of Wind Point Partners, a Midwest-based private equity fund.

Jim has been active in the formation, financing and development of early stage companies; the expansion financing and redirection of later stage companies; and the leveraged acquisition of existing businesses. He is Managing Partner of Redfish Partners, L.P., a venture investment and consulting company. Jim is former Chairman of Marshall Erdman & Associates, Inc., a former Director of PharMEDium Healthcare Corporation and former Chairman of the Board of Directors of CollaGenex Pharmaceuticals, Inc.

He is a graduate of the University of Michigan and earned a MBA degree from The Wharton School of the University of Pennsylvania.
 
 
 
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