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Bailey & Company Expands Investment Banking Team with Four New Managing Directors

PRIVATEJul 09, 2024

Position

Managing Director

Company

Bailey & Company

James Metcalf
jmetcalf@bnco.com
Nashville DavidsonFinancial ServicesHealth CareFinance

Description

Bailey & Company has expanded its investment banking team by adding four new managing directors, James Castro, James Metcalf, Ben Matz, and Andrew Hewlett from B. Riley Financial Services. James Castro and James Metcalf have been named co-heads of the firm’s healthcare services practice.

Quick answer

Bailey & Company Expands Investment Banking Team with Four New Managing Directors (July 9, 2024). Bailey & Company is based in Nashville Davidson, Tennessee, United States.

What did Bailey & Company announce on July 9, 2024?
Bailey & Company has expanded its investment banking team by adding four new managing directors, James Castro, James Metcalf, Ben Matz, and Andrew Hewlett from B. Riley Financial Services. James Castro and James Metcalf have been named co-heads of the firm’s healthcare services practice.
What does Bailey & Company do?
Bailey & Company is a Nashville-based merchant banking platform focused on middle market healthcare companies in the healthcare services, healthcare technology, payer services, and pharma services & life sciences...
Where is Bailey & Company based?
Bailey & Company is based in Nashville Davidson, Tennessee, United States.
Which similar companies made leadership changes around the same time?
Resilience (July 29, 2024), Sun Life Financial (August 21, 2024), Evergreen Home Loans (July 9, 2024) and Blue Owl Capital (July 9, 2024) also announced leadership changes within 45 days of Bailey & Company.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

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Company Information

Company

Bailey & Company

Location

Nashville Davidson, Tennessee, United States

About

Bailey & Company is a Nashville-based merchant banking platform focused on middle market healthcare companies in the healthcare services, healthcare technology, payer services, and pharma services & life sciences sectors. As one of the largest independent, sector-focused investment banking and investing platforms in the country, Bailey & Company supports strong management teams that have built scalable platforms by providing strategic insights, world-class advice, and access to one of the most diverse networks of industry experts.

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Bailey & Company changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.