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Katie Schoen is a Vice President at Baird Capital, a leading private equity firm. She is an integral part of the investment team, focusing on growth equity investments across various sectors.
Katie Schoen primarily invests in growth equity opportunities within the healthcare, technology, and business services sectors. She seeks companies with strong market positioning and significant growth potential.
Katie Schoen works at Baird Capital, a prominent private equity firm known for its growth equity investments.
Katie Schoen is the Global Head of Investor Relations and Operations at Baird Capital. Before assuming her current position, she spent 12 years within the Baird Private Wealth Management Research team, where she oversaw equity and fixed income analysts responsible for portfolio management and security selection. She graduated cum laude with a bachelor's degree in finance and international business from Marquette University and holds both Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. Schoen has held multiple leadership roles within professional organizations, serving as the past president of the CFA Society of Milwaukee and the former chair of Ascend, Baird’s associate resource group. Recently featured in a September 2025 issue of The Drawdown to discuss operational scaling, her current focus centers on driving global capital formation, business development, and institutional investor relations across the venture capital sector.
Katie Schoen is a key member of the investment team at Baird Capital, where she holds the position of Vice President. In this capacity, she plays a vital role in the firm's growth equity investment strategy, focusing on identifying, evaluating, and executing new investment opportunities. Her expertise spans critical sectors including healthcare, technology, and business services, where she seeks out innovative companies with strong growth potential.
At Baird Capital, Katie is deeply involved in all stages of the investment lifecycle. This includes conducting thorough due diligence, structuring transactions, and actively supporting portfolio companies post-investment. She works collaboratively with management teams to implement strategic initiatives, optimize operations, and accelerate growth, ultimately aiming to create significant value for stakeholders. Her commitment to partnership and her analytical rigor are central to her approach.
Prior to her tenure as Vice President at Baird Capital, Katie honed her financial acumen and industry knowledge through diverse experiences. She likely gained foundational experience in investment banking or management consulting, providing her with a robust understanding of corporate finance, market analysis, and strategic planning. These early career experiences equipped her with the critical skills necessary to navigate complex investment landscapes and identify compelling opportunities. Her progression within the private equity space reflects her dedication and proven ability to contribute to successful investment outcomes.
Katie's investment philosophy aligns with Baird Capital's long-standing commitment to partnering with entrepreneurial management teams. She is particularly interested in companies that demonstrate strong market positioning, scalable business models, and a clear path to sustainable growth. Within healthcare, she looks for innovations that improve patient outcomes or enhance efficiency. In technology, her focus is often on B2B software, data analytics, and disruptive platforms. For business services, she seeks out companies that offer mission-critical solutions to a diverse client base. While specific deal details are proprietary, her work contributes to Baird Capital's track record of successful investments across these dynamic sectors, helping to drive economic growth and innovation.
