Meet Our Team

Jack Bailey

Jack Bailey

A Managing Director, Mr. Bailey has extensive transactional experience, having served as an advisor to public and private companies in connection with mergers and acquisitions and the issuance of debt and equity securities.

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Jack Bailey

Jack Bailey

A Managing Director, Mr. Bailey has extensive transactional experience, having served as an advisor to public and private companies in connection with mergers and acquisitions and the issuance of debt and equity securities.

He has been involved in transactions exceeding $1 billion in total value. He also has legal, international and political experience. He received his J.D. from Vanderbilt Law School and has served as corporate and securities counsel in a national law firm and in a Fortune 500 company. Mr. Bailey has been involved in transactions involving companies in the Far East, South America, the Middle East and Europe. He has also worked as a Chief of Staff for a Member of the U.S. House of Representatives where he served as chief advisor to the Congressman on political, legislative, personnel and other matters. Mr. Bailey holds his Series 79, 62, and 63 securities registrations and is registered with StillPoint Capital, member FINRA/SIPC.

 


Stephen Scott

Stephen Scott

A Managing Director, Mr. Scott brings over 20 years of investment banking and healthcare experience. He has served as an advisor to public and private companies in connection with mergers and acquisitions and the issuance of debt and equity securities, completing over 40 healthcare transactions during his career.

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Stephen Scott

Stephen Scott
A Managing Director, Mr. Scott brings over 20 years of investment banking and healthcare experience. He has served as an advisor to public and private companies in connection with mergers and acquisitions and the issuance of debt and equity securities, completing over 40 healthcare transactions during his career.

Before joining Bailey Southwell & Co., Mr. Scott was a Managing Director with the investment banking group at Avondale Partners. He was also a senior healthcare banker at Stephens Inc. and Jefferies & Co. Prior to his banking career, he held corporate finance positions both at HCA Inc. and PhyCor. He graduated summa cum laude from Miami University (OH) and earned his MBA with honors from Vanderbilt University. Mr. Scott holds his Series 7 and 63 securities registrations and is registered with StillPoint Capital, member FINRA/SIPC.

 


Jeff Bailey

Jeff Bailey

A Managing Director, Mr. Bailey’s expertise includes strategic and financial analysis and valuations. Mr. Bailey has served in several senior finance capacities where he has assisted in financial planning, acquisition analysis, and capital raising activities.

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Jeff Bailey

Jeff Bailey

A Managing Director, Mr. Bailey’s expertise includes strategic and financial analysis and valuations. Mr. Bailey has served in several senior finance capacities where he has assisted in financial planning, acquisition analysis, and capital raising activities.

He was previously an investment banker at SunTrust Equitable Securities where he worked with the debt capital market and investment banking groups. He holds a BS in Economics and a MBA from The University of Tennessee, Knoxville. He is also a Certified Public Accountant. Mr. Bailey holds his Series 79, 62, and 63 securities registrations and is registered with StillPoint Capital, member FINRA/SIPC.


Andrew Southwell

Andrew Southwell

A Managing Director, Mr. Southwell specializes in advising businesses in the industrial, energy, and utility sectors. Prior to joining Bailey Southwell & Co., Mr. Southwell had 20 years of corporate development experience.

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Andrew Southwell

Andrew Southwell

A Managing Director, Mr. Southwell specializes in advising businesses in the industrial, energy, and utility sectors. Prior to joining Bailey Southwell & Co., Mr. Southwell had 20 years of corporate development experience.

This includes experience with Rio Tinto, Ameren, and the Australian Federal Government, where he was responsible not only for acquisitions and divestures of assets, but also working with operational management to optimize asset performance. Mr. Southwell was educated at the Australian National University and Linacre College, Oxford, and is a CFA Charterholder. Mr. Southwell holds his Series 79, 62, and 63 securities registrations and is registered with Independent Investment Bankers, member FINRA/SIPC.


Lance Bell

Lance Bell

A Senior Vice President, Mr. Bell has over 12 years of transactional experience, having represented public and private companies in connection with mergers and acquisitions and capital raises. He focuses on advising healthcare services companies.

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Lance Bell

Lance Bell
A Senior Vice President, Mr. Bell has over 12 years of transactional experience, having represented public and private companies in connection with mergers and acquisitions and capital raises. He focuses on advising healthcare services companies.

Prior to joining Bailey Southwell & Co., Mr. Bell was a Director with the investment banking group at Avondale Partners. Before investment banking, he practiced corporate and securities law at Frost Brown Todd. He graduated summa cum laude from Transylvania University with a BA in Accounting, earned his JD from Vanderbilt University Law School, and his MBA from the University of Chicago Booth School of Business. Mr. Bell holds his Series 7 and 63 securities registrations and is registered with StillPoint Capital, member FINRA/SIPC.

 


Ben Bates

Ben Bates

A Senior Vice President, Mr. Bates has over 10 years of investment banking experience. Since joining the firm in 2006, Mr. Bates has worked with private and public clients to smoothly guide numerous complex transactions to successful completion.

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Ben Bates

Ben Bates
A Senior Vice President, Mr. Bates has over 10 years of investment banking experience. Since joining the firm in 2006, Mr. Bates has worked with private and public clients to smoothly guide numerous complex transactions to successful completion.

Prior to joining Bailey Southwell & Co., he was a Financial Analyst at Pharos Capital Group, a healthcare private equity group focused on companies that improve patient outcomes and lower the total cost of care. He graduated with a BBA in Business and Finance from Belmont University.

 


 
Steven Harris

Steven Harris

A Senior Vice President, Mr. Harris has over 10 years of investment banking and private equity investing experience having represented companies in connection with mergers and acquisitions and capital raises. He focuses on healthcare technology-enabled services companies.

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Steven Harris

Steven Harris
A Senior Vice President, Mr. Harris has over 10 years of investment banking and private equity investing experience having represented companies in connection with mergers and acquisitions and capital raises. He focuses on healthcare technology-enabled services companies.

Before joining Bailey Southwell, Mr. Harris worked for Frontier Capital, a software and tech-focused private equity fund, and Brookwood Associates, a middle market M&A boutique. Mr. Harris has a BS from University of North Carolina and an MBA from University of Texas. Mr. Harris holds his Series 63 and 79 securities registrations.