Meet The Team
Partner & Managing Director
Phone: (615) 800-6233
Stephen joined Bailey Southwell in 2016, where he is a Partner and leads the firm’s sector expertise in healthcare services, including physician practices, behavioral health, home health, dental, and physical therapy.
Stephen has over 25 years in healthcare and over $4 billion of M&A and financing transactions. Stephen’s early career in healthcare was spent at HCA and PhyCor. His operational experiences provides him a depth of healthcare knowledge as it relates to the complexities of regulatory or reimbursement challenges facing today’s healthcare providers. As a result, he has the expertise and insights to best position a client’s business to drive the strongest interest from strategic buyers and private equity.
He began his investment banking career at Jefferies in 2002. He joined Stephens Inc. in 2007, prior to Bailey Southwell. He received his undergraduate degree from Miami University (OH) and earned his MBA from Vanderbilt‘s Owen Graduate School of Management. He also holds his Series 7, 24 and 63.