Bailey Southwell & Co. End of Year Reflection

February 13th, 2018 | BSC News

2017 was an eventful and successful year for Bailey Southwell & Co. (“BSC”) on many levels including completed transactions, team hires, and undertaking a brand refresh.

Success is not achieved alone.  We appreciate the support of our trusted relationships with company owners, advisors, and investors who have had a hand in making 2017 one of BSC’s best years.

We would like to provide a quick overview of the efforts we made in 2017 to expand our team and better serve our clients.


We are committed to maintaining a boutique environment where each of our bankers abides by the golden rule of our clients always come first. With that mindset we work hard to cultivate meaningful relationships to generate exceptional outcomes.

In 2017, we completed nine transactions (nearly $700 million in transaction value) and are proud of our team’s dedication and persistent diligence. We thank our relationships for making 2017 a tremendous success!


Conference Room
Reflection was a key theme in 2017. As we refined our industry focus and expanded our team, we felt it was time for a new look and feel.  This included identifying new office space in Nashville that would accommodate our growth and allow us to better service our clients. We excitedly moved into our new office space late last year located at 211 Franklin Road, Ste 225 in Brentwood, Tennessee.  Please stop by and visit us!


In addition to the new office, we undertook a larger branding project that would better define BSC as a leading healthcare and tech-enabled services investment bank. The project included a refreshed website that showcases our industry focus and competitive strengths, including our employees.

We encourage you to explore our new website at


Early in the year, we expanded our sector focus to cover a broader spectrum of the healthcare industry and expand our technology practice including healthcare technology and tech-enabled services.  Today, we provide mergers & acquisitions and capital raising services to four distinct verticals: Healthcare Services, Payer Services, Healthcare Technology, and Tech-Enabled Services.


In 2017, we expanded our team with five key hires.


Steven Harris, Senior Vice President

Steven brings over 12 years of execution experience and background in both investment banking and private equity, offering our tech-enabled services clients a unique investment perspective that complements our capital advisory services.

Additional key hires include: Chris Dougherty (Associate), Ryan Cole (Analyst), and Michelle Minich (Executive Assistant).


Connect with Us

We look forward to working alongside you in 2018.  Please let us know how we can assist you in the coming year as you seek similar success.

We are officially active on social media and will be posting blogs regularly.  We’d love to stay in touch on LinkedIn and Twitter – so please follow us for news, insights and thoughtful industry perspectives.