What our clients are saying

Trust. It’s the foundation of everything we do.

Cooper Atkins Logo

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


“Identifying a buyer for my company was always dependent on what was good for our employees, our customers, and the industry. Bailey Southwell leveraged its knowledge of the market to find the right buyer and worked tirelessly to ensure not only that we achieved my goals but that the transaction was a win-win for all stakeholders.”

Lisa Hannusch

CEO, UniMed Direct, LLC


“It was only through the coaching and knowledge that Bailey Southwell brought to the table that enabled us to successfully complete our sale. At every step of the way, they advised us and guided us, always keeping in mind the ultimate goal for both entities involved.”

Stephanie Rozman

CEO, EvaluMed, Inc.


“As our partner, Bailey Southwell worked extensively with us to close several transactions. The Bailey Southwell professionals used creative structuring and an effective negotiating style to close these transactions successfully in our favor. Their execution and understanding of all the nuances of a transaction consistently exceed my expectations.”

Robert Frist

CEO, HealthStream


“We established a relationship with Bailey Southwell to achieve two main goals: identify a strategic alternative to increase shareholder value and establish a relationship with a buyer who could leverage the CARE Performance Assessment Suite to further the mission of providing reliable, relevant information for advancing the improvement and accountability of healthcare delivery. The attention to detail and extensive knowledge of the transaction process displayed by the Bailey Southwell professionals was essential to making this a successful transaction for our shareholders and our customer base.”

Thane Forthman

President and CEO, Comparion Medical Analytics, Inc.


“The team at Bailey Southwell didn’t just meet expectations, they exceeded them every single time. They understood who we were, what we did, and the space we worked in. Their depth of understanding of all facets of the deal was remarkable. Not only do I recommend them, I will use them when we decide to sell our other companies. These are the guys you want in your corner…period…end of story.”

Kevin Hill

CEO, Integrated Care Management

SHM “The expertise and professionalism of Bailey Southwell’s senior partnership really adds to their ability to complete complex cross-border transactions. As the CEO of an international company, with operations in the U.S. and Europe, I found there was no task too complex for them to accomplish. From deal points to estate and tax planning, their partners helped me make a number of strategic decisions when selling my company.”

Steve Antoline

CEO, Superior High Wall Miners

Code 3 Emergency Room Logo

Given our differentiated strategy and rapid growth trajectory, it was critical for our advisor to find the right partner who could appreciate what is unique about Code 3. We retained BSC not only because of its industry experience and relationships, but also because they understood who we are and, more importantly, where we want to go. They provided guidance each step of the way and helped us find the ideal partner in MSCP.

Dr. Carrie de Moor

Founder & CEO, Code 3 Emergency Partners, LLC


“BSC’s dedicated resources provided an exceptional level of support and expertise that guided us through the transaction process. They took the time to understand our differentiating, scalable business model and did an extraordinary job of communicating our value to the market. They led the transaction process with skill and insight, demonstrating significant transaction experience and commitment to us. By delivering the right message to the right parties, the BSC team delivered results that exceeded our goals and expectations. It was a true pleasure working with the BSC team.”

Myra Ameigh

President & CEO, Vistar Technologies Corp.


“Despite strong interest in our company from many prospective buyers, achieving final terms had been elusive. We hired BSC who outlined and implemented the entire process, including marketing materials, prospect lists, and due diligence responses. Ultimately, we received several outstanding offers to evaluate and choose from, each much better than we had formerly entertained. If you are considering selling your company, I would highly recommend Bailey Southwell.”

Phil Denniston

President & CEO, Work-Loss Data Institute, LLC


“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.


“After an extensive search, we engaged Bailey Southwell to identify the optimal partner for AMR to continue its growth trajectory. They were the right firm for the engagement as their knowledge of the healthcare cost containment industry was invaluable. Ultimately, Bailey Southwell identified the ideal partner, facilitated communication amongst the parties, and helped negotiate mutually beneficial terms for the transaction. The trust and partnership we developed with Bailey Southwell was essential to the success of this transaction.”

Vince Bianco

CEO, Advanced Medical Reviews, Inc.


“The Bailey Southwell team ran an extremely smooth and efficient process that allowed our management team to focus on the operations of our company while maximizing shareholder value. They worked well with our team and consistently exceeded our expectations. I hope that we will get another chance to work with the BSC team in the near future.”

Tom Collins

President and CEO, Assurance Operations Corporation


“What I especially appreciated was the sophistication of BSC’s senior partnership in executing a complex cross-border transaction. Not only did they provide excellent guidance on deal points, as one would expect, but also helped guide me through a maze of decisions on other points, such as tax and estate planning.”

Bill Mitchell

CEO, Mantis Cranes


“With the goal to expand our business, we retained the services of BSC. They helped us evaluate all viable strategic options for growing our business. Through the entire process, we could tell that BSC was focused on ensuring we met our goals. We could not be more satisfied with the results of the transaction. We have since expanded our operations under our new parent company and we continue to grow.”

Larry Burke

CEO, Byesville Aseptics

MorCare Logo

As a former M&A advisor, I recognized the value of bringing in an investment bank with extensive industry expertise as a trusted resource when considering the sale of our company. Bailey Southwell demonstrated tremendous attention to detail and strong process management skills, which enabled us to achieve our goal of a successful transaction. I look forward to working with the Bailey Southwell team again in the future.

Gregg Pollack

CEO, MorCare, LLC


“We retained Bailey Southwell because of the firm’s reputation in the healthcare cost containment space. After working with the team, we know that their reputation is well earned. They are experts in the industry and the transaction process. We would recommend Bailey Southwell without reservation to anyone looking to sell their company or raise capital.”

Richard Stopek

COO, Exam Coordinators Network, Inc.


“BSC has a unique understanding of our market space. They uncovered the right opportunity to bring creative solutions for growth and service relevancy into the future. The BSC team was helpful in managing all aspects of a complex process unfamiliar to our group.”

Liz Thompson

CEO, Encore Unlimited, LLC


“Bailey Southwell delivered exactly what every selling business owner covets – a smooth process resulting in a sale at a premium valuation to a buyer with the resources to fuel future growth. I was impressed with the transaction expertise and industry knowledge of the Bailey Southwell team.”

Ryan Roth



 “The BSC team brought a wealth of experience and knowledge to our side during the transaction process. They worked diligently to make sure everything was in order, leaving nothing to chance. With their assistance and advice we were able to identify market advantages that helped us maximize the value of our company when we went to market. Their partnership was truly invaluable. I highly recommend them as advisors to companies pursuing this most critical and important business decision.”

Melinda Hayes

CEO, M Hayes & Associates, LLC


 “Without BSC’s professional advice and proactive approach, we would never have been able to close our deal. There were just too many moving pieces for us to manage internally. BSC handled each and every unique challenge quickly and effectively. We highly recommend them.”

Phil Christianson

CEO, Payment America Systems, Inc.

phillips_machine_sm_logo “On more than one occasion, the professionals at Bailey Southwell gave me advice that actually resulted in a lower fee for Bailey Southwell. So many investment banks are only concerned about their fee. It is comforting to know that my bankers are committed to providing professional advice, in the best interest of the client.”

Tom Cushman

Co-Founder and SVP, Business Development, Phillips Machine Services, Inc.


 “I have been a satisfied client of Bailey Southwell for many years. From our very first capital raise, to a series of acquisitions and the ultimate sale of our company, they have consistently provided expert and objective advice. I was especially pleased when one of their senior professionals pitched in and served as CFO of my company during a crucial time. In the world of investment banking, I am thrilled to have forged a long-term relationship with such qualified professionals.”

Scott McQuigg

Co-Founder and former CEO, HealthLeaders, Inc.