Southard Financial

Southard Financial Transactions

Through its transaction advisory division, Southard Financial specializes in providing services to buyers and sellers of private businesses, public companies divesting their divisions or subsidiaries, and entrepreneurs seeking liquidity or growth capital. Southard Financial assists clients in industry consolidations, roll ups, refinancings, and recapitalizations and has extensive experience in merger and acquisition advisory assignments and financings through private placements.

In providing transaction advisory services, Southard Financial utilizes its extensive relationships with strategic and private-equity investors, venture capital firms, institutional investors, commercial banks, and finance companies.
Southard Financial has been successful in executing the sale of small and middle-market companies to financial and strategic buyers as well as identifying acquisition candidates for buyers.

Recent Transactions:

Tombstone Flint Hydraulics
Tombstone Cooper Glass Company
Tombstone TOPS Bar-B-Q
Tombstone DCI
Tombstone Transnetyx
Tombstone Acorn
Tombstone Best
Tombstone Aasi
Tombstone Americanpaperoptics
Tombstone Mobileprocess
Tombstone Cranegroup
Tombstone Expediter
Tombstone Fluidpowertechnologies
Tombstone ISIS
Tombstone Kilgore
Tombstone Contractfurniture

Recent Activities

  • Southard Financial facilitated the sale of Flint Hydraulics to Hydraquip, Inc.

    Southard Financial facilitated the sale of Flint Hydraulics to Hydraquip, Inc.

  • Southard Financial facilitated the sale of Memphis' own Cooper Glass Company

    Southard Financial facilitated the sale of Memphis' own Cooper Glass Company

  • David A. Harris and Mark A. Orndorff spoke at the 2019 Annual Fall Conference of the New South Chapter of The ESOP Association

    David A. Harris and Mark A. Orndorff spoke at the 2019 Annual Fall Conference of the New South Chapter of The ESOP Association held in Orlando, Florida on October 16-17. They gave a presentation titled “Can Employees Really Impact Company Value?”

  • Southard Financial facilitated the sale of Memphis' own TOPS Bar-B-Q chain

    Southard Financial facilitated the sale of Memphis' own TOPS Bar-B-Q chain

  • David A. Harris and Matthew L. Jakes spoke at the 2019 Spring Workshop of the New South Chapter of The ESOP Association

    David A. Harris and Matthew L. Jakes spoke at the 2019 Spring Workshop of the New South Chapter of The ESOP Association held in Atlanta, Georgia in February, 2019 on the topic of “Valuation Appraisal Checklist – 10 Things Your ESOP Appraiser Should be Doing”

  • David A. Harris spoke at The Fall ESOP Forum of the NCEO

    David A. Harris spoke at The Fall ESOP Forum of the NCEO (National Center for Employee Ownership) held in Albuquerque, New Mexico in October, 2018 on the topic, “Communicating Valuation: Tools, Tips, and Examples”.

  • Southard Financial negotiated the sale of and was the exclusive financial advisor to Southern Systems, Inc.

    Southard Financial negotiated the sale of and was the exclusive financial advisor to Southern Systems, Inc.

  • David A. Harris spoke at the 2018 Annual Fall Conference of the New South Chapter of The ESOP Association

    David A. Harris spoke at the 2018 Annual Fall Conference of the New South Chapter of The ESOP Association held in Birmingham, Alabama in September, 2018. He led a workshop called “The People’s Roundtable Interactive Workshop – A series of ‘Build to Last’ activities that focus on developing successful communication and team building programs for employee owners of all generations.” Speakers included Dolores Lawrence, Blue Ridge ESOP Associates; Lindsay Baublitz, SCandH Capital; David Harris, Southard Financial LLC

  • Mark A. Orndorff spoke at the ESOP Nuts & Bolts Seminar of the NCEO

    Mark A. Orndorff spoke at the ESOP Nuts and Bolts Seminar of the NCEO (National Center for Employee Ownership) held in Indianapolis, Indiana in August, 2018 on the topic of “What’s Your Company Worth? – ESOP Valuation.”

  • Southard Financial helps Transnetyx expand with growth capital

    Southard Financial helps Transnetyx expand with growth capital

  • Mark A. Orndorff spoke at the American Booksellers Association Winter Institute

    Mark A. Orndorff spoke at the American Booksellers Association Winter Institute 2018 held in Memphis, TN in January, 2018 on the topic of Succession Planning titled “What is Your ‘End Goal’?”

    Southard Financial is here to help with your business appraisal and transaction advisory needs.

    For responsive support and assistance, or to discuss a matter in confidence, contact us today!

    Contact Us

    iBank Tower, Suite 708 - 5050 Poplar Avenue - Memphis, TN 38157

    Phone: (901) 761-7500   Fax: (901) 761-6045