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.

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.

Mergers & Acquisitions

Bailey Southwell & Co. provides a full range of M&A advisory services that include sell-side and buy-side assignments and strategic advisory services.  Transitioning a company to new ownership effectively is a complex process that requires judgment, experience, market knowledge, and focus in order to achieve the optimal outcome. We take time to customize each engagement to align with your strategic goals.

By understanding our clients’ industry, business, and objectives, we work hard to unlock hidden value, communicate key investment merits to the market, minimize distractions, and drive the best outcome possible.

Capital Advisory

One of the most important decisions a company makes is whether and how to raise outside capital from a sophisticated investment partner. We help high-growth companies and forward thinking entrepreneurs raise capital through the issuance of preferred & common stock, senior debt (bank and non-bank), subordinated debt, and mezzanine securities.

Our partner-level experience across all investor classes provides clients a customized funding round that optimizes overall capital alignment with a focus on strategic fit, cultural fit, valuation, and security rights & preferences.

Bailey Southwell’s deep sector expertise enabled them to most effectively shape our go-to-market strategy, attracting the right strategic and financial buyers to the process. BSC’s seamless execution ensured an outstanding outcome that exceeded our highest expectations. They are intelligent, knowledgeable, hardworking effective communicators, who were also a pleasure to work with and have on the team.

— Robert Nerbonne

EVP, Cooper Atkins

Contact Us

Let’s connect. Schedule a call to discuss market dynamics with one of our senior bankers.