Macro research power Strategas specializes in macro research and institutional services with a global client base, offering opportunities to upsell advanced research products, thematic investment strategies, and tailored market outlooks to asset managers and corporate clients.

Independent broker-dealer As an independent subsidiary of Baird since 2018, Strategas can position collaborations or joint offerings with Baird’s broader distribution network to reach additional institutional clients and captive prospects.

Global institutional reach With offices in New York and Washington, D.C., and clients in over 20 countries, there is potential to expand cross-border research subscriptions, advisory services, and capital markets capabilities to multinational institutions and sovereign entities.

Tech-enabled services Leveraging Modernizr, Pardot, Azure, and other tech tools suggests readiness for digital marketing, workflow automation, and data-driven sales motions to convert inquiries into licensed research, analytics products, or implementation services.

Mid-market growth potential Revenue in the 50–100 million range and a team of mid-sized professionals indicate an opportunity to cross-sell bundled macro strategies, risk analytics, and customized mandates to mid-market pension funds, endowments, and smaller asset managers seeking scale.