Auxo Firm Directory · Independent Research Profile

Southern M&A, LLC

Southern M&A, LLC provides M&A assistance to business owners and companies pursuing strategic acquisitions. Publicly identified activity includes seller-side asset-sale advisory work and marketed acquisition opportunities.

Key takeaway

What stands out about Southern M&A, LLC

Southern M&A, LLC publicly describes M&A assistance for business owners and strategic acquirers, with identified activity spanning communications, telecommunications, ATM services, B2B services, aerospace manufacturing, coffee and tea manufacturing and distribution, and SEO services.[1][2][3][4][5][6]

What does Southern M&A, LLC do?

Southern M&A, LLC is identified as an M&A advisory firm headquartered in Montgomery, Alabama. Its website is southernma.com. Public descriptions state that the firm provides mergers-and-acquisitions assistance to business owners and companies pursuing strategic acquisitions.[1][2][3]

Publicly identified services include advising sellers in asset-sale transactions, assisting companies pursuing acquisitions, and marketing acquisition opportunities. Disclosed examples include advisory roles for an Alabama-based communications provider and a Florida-based ATM services provider.[1][3][4][5]

Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.

Public size / criteria information
A current public firm description states that Southern M&A has executed processes for business owners from $1 million in revenue up to over $200 million in revenue. A first-party opportunity post lists businesses with stated revenue of $11M, $9M, and $4M, including EBITDA figures for two of those opportunities.[1][3]

What should a business owner evaluate before hiring Southern M&A, LLC?

Owners evaluating Southern M&A should clarify the firm’s current sell-side process, the legal entity that would sign an engagement and receive fees, engagement economics, buyer coverage, geographic coverage, and the transaction and industry parameters currently prioritized. The public record includes seller-side asset-sale examples across communications and ATM services, as well as disclosed activity in several other sectors. Owners should also request recent transaction references and firm-level regulatory or legal-entity information before engagement.[1][3][4][5][6]

01

What is Southern M&A's current sell-side process from preparation through closing

Public materials identify seller-side advisory activity but do not describe a complete current process.[3][4][5]
02

What transaction sizes, revenue ranges, EBITDA ranges, and industries are currently prioritized

Public materials show varied revenue and EBITDA examples, including processes ranging from $1 million in revenue up to over $200 million in revenue, but do not establish current prioritization.[1][3]
03

Is the engagement structured as M&A advisory, business brokerage, investment banking, or another service

The public record identifies Southern M&A as an M&A advisory firm but does not establish the precise engagement structure for a prospective seller.[3][6]

What size transactions and clients does Southern M&A, LLC focus on?

Publicly identified sectors include communications and telecommunications, ATM services, aerospace manufacturing, B2B services, coffee and tea manufacturing and distribution, and SEO services. These examples indicate activity across multiple sectors rather than a publicly identified single-industry mandate.[1][3]

  • Southern M&A advised an Alabama-based communications provider in the sale of substantially all of its assets to an undisclosed Texas-based private-equity acquirer.
  • Southern M&A advised a Florida-based ATM services provider in the sale of substantially all of its assets to an undisclosed Texas-based strategic acquirer.
  • A public transaction listing identifies Southern M&A as advisor in a June 2019 transaction involving an undisclosed wireless telecommunications business acquired by Baymark Partners.
  • A public transaction listing identifies Southern M&A as advisor in a July 2017 transaction involving an AS9100C aerospace manufacturer acquired by an undisclosed strategic acquirer.
  • A first-party post identifies a B2B services company with $8M revenue and an aerospace manufacturing business with $5M revenue as sold.
[1][3][4][5]

Southern M&A’s public transaction examples include seller-side advisory work involving the sale of substantially all assets of communications and ATM-services businesses. Public materials also identify acquisition opportunities and advised transactions involving telecommunications and aerospace businesses.[1][3][4][5]

What does Southern M&A, LLC publicly disclose about fees, process and engagement terms?

The communications-provider transaction announcement does not disclose the seller’s name, the buyer’s name, transaction value, or consideration terms. The ATM-services transaction announcement likewise does not disclose the seller’s name, the buyer’s name, transaction value, or consideration terms. Darin Phillips’s profile lists individual securities credentials but does not state Southern M&A, LLC’s firm-level regulatory registration status.[4][5][6]

Darin Phillips’s individual LinkedIn profile lists Series 63 and Series 79 credentials issued in November 2011. The profile does not state Southern M&A, LLC’s firm-level broker-dealer, investment-adviser, or other regulatory registration status.[6]

Southern M&A publicly directs acquisition prospects to SouthernMA.com and markets acquisition opportunities. The available examples establish seller-side asset-sale advisory activity and acquisition-opportunity marketing, but do not describe a complete current sell-side process.[1][3][4][5]

Questions to ask before hiring Southern M&A, LLC

What is Southern M&A's current sell-side process from preparation through closing?
Public materials identify seller-side advisory activity but do not describe a complete current process.[3][4][5]
What transaction sizes, revenue ranges, EBITDA ranges, and industries are currently prioritized?
Public materials show varied revenue and EBITDA examples, including processes ranging from $1 million in revenue up to over $200 million in revenue, but do not establish current prioritization.[1][3]
Is the engagement structured as M&A advisory, business brokerage, investment banking, or another service?
The public record identifies Southern M&A as an M&A advisory firm but does not establish the precise engagement structure for a prospective seller.[3][6]
Which legal entity signs the engagement and receives fees?
Publicly available materials identify Southern M&A, LLC but do not describe the contracting and fee-receipt arrangements for a prospective engagement.[1][2][3]
What are the success fee, retainer, minimum fee, tail period, and termination terms?
Publicly available materials do not set out engagement economics or termination provisions.[3][4][5]
Which recent transactions can be discussed under confidentiality?
Public materials identify selected transactions and sold businesses, while two transaction announcements omit party identities and transaction terms.[1][3][4][5]
Does the firm or an affiliated entity conduct securities activities through a registered broker-dealer?
Darin Phillips’s individual profile lists Series 63 and Series 79 credentials but does not state the firm’s firm-level regulatory registration status.[6]
What buyer universe and geographic coverage would be used for a specific seller?
Public examples involve Texas-based acquirers and activity across Alabama, Florida, and Georgia, but do not establish the buyer universe or coverage for a particular engagement.[4][5]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Identity / organization record
  3. Identity / organization record
  4. Services / capabilities
  5. Services / capabilities
  6. Structure / regulatory context
Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

How this profile was researched

Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.

Independent profile & regulatory context

Independent research profile

This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.

Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.

Broker-dealer and securities disclosure

Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.

Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.

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