About Us
TRUST IS THE FOUNDATION OF EVERYTHING WE DO.
We strive to build upon your legacy as a trusted partner.

2005

Bailey Southwell Established

Leading Healthcare & Tech-Enabled Services Investment Bank

Founded in 2005 and based in Nashville, Tennessee, Bailey Southwell & Co. is a partner-owned investment bank focused on providing small and mid-size healthcare and tech-enabled services businesses outstanding M&A and capital raising services.  Our team of experienced professionals approach each engagement with the highest level of service, integrity, and objectivity and bring decades of industry expertise to execute complex transactions for some of the most sophisticated entrepreneurs, owner/operators, buyout groups, and strategic players.

200+

Transactions

EXPERIENCED ADVISORS

Our Principals have over 100 years of combined experience delivering sophisticated solutions to clients ranging from startups to Fortune 500 companies. Unlike banks that staff transactions with junior personnel, our senior professionals lead every transaction with the support necessary to drive a thorough, well-executed process. We leverage both industry and process expertise to ensure we access the right buyer/investor universe and deliver the best strategic partner for our clients. Our track record of success within each industry vertical is a testament to our high client satisfaction and continued engagement.

20

Years Average Experience

PRINCIPAL MINDSET

We are more than simply investment bankers. Not only do we operate our own partner-driven platform, but our professionals have served as senior executives for start-ups, mid-size businesses, private investment firms, and Fortune 500 companies and bring a unique perspective that comes only from having actually operated businesses. We understand what it means to live with the consequences of a deal.

100%

Client Focused

OBJECTIVE ADVICE

We are committed to protecting your interests and give thoughtful, honest, and realistic advice up front and never over-promise for the purpose of winning mandates.  We measure our successes by client satisfaction, not just the number of closed deals.

$15B

Transactional Value

TAILORED SOLUTIONS

Each client relationship is different and we take the time to understand their unique story and objectives. Rather than offer a “one-size-fits-all” solution, we approach each engagement as an opportunity to exceed expectations and establish a long-term relationship. Whether providing advice to an entrepreneur-owned business or executing a complex corporate divestiture, our professionals provide tailored services to exceed our client’s goals and objectives.
Careers
Bailey Southwell & Co. recruits Associates, Analysts, and other key employees. We seek individuals who are self-motivated and distinguished by their work experience, academic achievements, and leadership accomplishments. We seek people who take pride in providing excellent client service.
Job Descriptions

Associate

Bailey Southwell & Co. Associates are an integral part of our company. The position offers a rewarding opportunity for motivated professionals seeking a team-based and entrepreneurial environment.

Associate

Bailey Southwell & Co. Associates are an integral part of our company. The position offers a rewarding opportunity for motivated professionals seeking a team-based and entrepreneurial environment.

Analyst

Bailey Southwell & Co. Analysts are key members of the deal team and have significant interaction with senior level bankers,  executive management teams of its healthcare and tech-enabled services clients, and other professionals in the middle market.

Analyst

Bailey Southwell & Co. Analysts are key members of the deal team and have significant interaction with senior level bankers,  executive management teams of its healthcare and tech-enabled services clients, and other professionals in the middle market.

Intern

Bailey Southwell & Co. Interns receive an introduction into investment banking with a fast-paced, entrepreneurial company.

Intern

Bailey Southwell & Co. Interns receive an introduction into investment banking with a fast-paced, entrepreneurial company.

Bailey Southwell’s ability to maximize the value of a workers’ comp / managed care firm given industry trends was essential to identifying the best way to provide an attractive exit opportunity for our shareholders and placing the Med-Eval brand in an excellent position for future growth. I would highly recommend that owners of industry firms begin a dialog with the professionals at Bailey Southwell.

— Mike Valasek

President and CEO, Med-Eval, Inc.