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George K Baum & Company

George K Baum & Company
I-BANK SERVICE
1928 FOUNDED
72 SERVICED COMPANIES
70 SERVICED DEALS
6 SERVICED INVESTORS
Description

Founded in 1928, George K. Baum & Company is an investment banking firm with an industry-leading municipal bond business. The firm's clients include both individuals and institutions that gain access to a broad array of investment opportunities and expertise with a focus on municipal bonds and taxable fixed income securities.

Year Founded
1928
Service Provider Type
Investment Bank
Primary Office
  • Plaza Colonnade, Suite 520
  • 4801 Main Street
  • Kansas City, MO 64112
  • United States

+1 (816) 000-0000

George K Baum & Company Services to Companies

Service on a Deal (70)

Company Name Service Provided Deal Date Deal Type Deal Amount
Learner's Edge Advisor: General Sep 2016 00000 0000000
000000000 Advisor: General Aug 2014 00000 0000000
00000000 000000000 Advisor: General Jul 2014 00000 0000000
0000000 000000000 Advisor: General May 2014 00000 0000000
000000 0000 00000 Advisor: General Dec 2012 00000 0000000
00000 0000000000 0 Auditor Feb 2012 00000 0000000
000 0000000000000 Advisor: General Jan 2011 00000 0000000
0000000 000 Advisor: General Nov 2009 00000 0000000
Jami Advisor: General Jun 2008 00000 0000000
ReView Video Services Advisor: General Jul 2007 00000 0000000
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George K Baum & Company Services to Investors

Service on a Deal — Buy Side (6)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Skylight Capital Advisor: General May 2015 00000 0000000
00000 0000 0000000 Advisor: General Dec 2006 00000 0000000
0000000 0000 00000 Advisor: General Jul 2006 00000 0000000
0000000000 Advisor: General Aug 2005 00000 0000000
Public Safety Equipment Advisor: General Nov 1996 00000 0000000
Professional Credential Services Advisor: General 00000 0000000
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Service on a Deal — Sell Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Scholle Advisor: General Jul 2012 00000 0000000
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George K Baum & Company Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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George K Baum & Company Team (61)

Name Title Deals Office Contact
Info
Jonathan Baum Chief Executive Officer 0 Kansas City, MO
William Coughlin President Kansas City, MO
Dana Bjornson Chief Financial Officer & Chief Compliance Officer Kansas City, MO
Speros Kopitas Managing Director Kansas City, MO
Nick Quatrochi Executive Vice President & Director, Information Services Kansas City, MO

24 Former Team Members

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George K Baum & Company Board Members (1)

Name Representing Role Since Contact
Info
Robert Dalton George K Baum & Company Vice Chairman 000 0000