VelocityHealth Securities

What does VelocityHealth Securities do?

VelocityHealth Securities, Inc. is a healthcare-focused boutique investment banking firm founded in 2000 and based in Nashville, Tennessee.

The firm publicly describes services across mergers and acquisitions, capital markets, strategic advisory, fairness opinions, and valuations. It states that it advises on enterprise-value transactions from $5 million to $500 million.[1][2]

VelocityHealth Securities offers M&A advisory for purchases and sales of businesses, strategic partnerships, divestitures, corporate restructurings, fairness opinions, and valuations of businesses and technology assets.

Its capital-markets services include advice on private and public equity, subordinated debt, and senior debt capital raising, including capital-placement coordination, investor access, marketing strategy, and investor negotiations.

The firm also provides strategic-relationship advice involving in-licensing, out-licensing, channel partners, and corporate partnering.[1][2]

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.

What should a business owner evaluate before hiring VelocityHealth Securities?

An owner evaluating VelocityHealth Securities can clarify which recent healthcare transactions the proposed team led, including the transaction values, dates, counterparties, and advisory roles. The firm’s public examples include healthcare acquisitions, a recapitalization, a prospective transaction advisory engagement, and a fairness opinion.

Owners should also request the proposed buyer universe, fee calculation, minimums, termination fees, tail periods, conflicts information, confidentiality procedures, and the scope of any fairness-opinion, financing, licensing, or M&A work. The official Services and About pages do not publish a universal or standard fee and engagement-term schedule.[1][2][4][5][6][7][8][9]

What size transactions and clients does VelocityHealth Securities focus on?

VelocityHealth Securities states that it focuses on healthcare sectors including biotechnology, diagnostics, distribution, healthcare information technology, healthcare services, medical devices, drug discovery, drug delivery, generics, and specialty pharmaceuticals.[3]

The firm’s official transaction archive identifies Healthedge’s acquisition of majority control of Xspire Pharma, Seton’s recapitalization by Kern Pharma, and Health Edge’s acquisition of majority control of WRaser.

In a transaction involving Harrow Health, VelocityHealth Securities and B. Riley Securities acted as financial advisers on Harrow’s acquisition of U.S. commercial rights to four branded eye drops from Novartis. The disclosed transaction included a one-time payment of $14 million at closing.

VelocityHealth Securities was engaged by GTA to provide financial advisory services relating to GTA’s prospective Pernix transaction. The disclosed advisory fee was $300,000 plus an additional $200,000 contingent on specified financial-performance milestones.

A 2026 SEC-filed proxy statement identifies VelocityHealth as having delivered a fairness opinion concerning consideration to be received from Apotex in a pharmaceutical-products transaction.[4][5][6][7][8][9]

The firm’s stated transaction work includes purchases and sales of businesses, strategic partnerships, divestitures, recapitalizations, corporate restructurings, fairness opinions, valuations, private and public equity raising, subordinated debt, senior debt, and private placements.

VelocityHealth Securities states that it advises on enterprise-value transactions from $5 million to $500 million and typically advises companies seeking between $5 million to $200 million in equity, subordinated debt, and/or senior debt.[1][2][10]

What does VelocityHealth Securities publicly disclose about fees, process and engagement terms?

The official Xspire Pharma transaction page identifies the transaction but does not disclose transaction value, consideration terms, transaction date, or a detailed description of VelocityHealth Securities’ engagement role on that page.

The official Services page does not publish a universal fee schedule, minimum fee, termination fee, or tail-period schedule for M&A or capital-markets engagements. The official About page states transaction-size and capital-need ranges but does not disclose a standard fee schedule or engagement-term schedule.[1][2][4]

FINRA’s firm-level BrokerCheck report identifies VelocityHealth Securities, Inc. as a Tennessee corporation formed on November 12, 2004, with CRD #134616, SEC #8-66848, and a Nashville, Tennessee main office.

The report states that the firm is currently registered with the SEC and one self-regulatory organization, with SEC and FINRA status effective July 8, 2005. It also states that the firm conducts private placements of securities and mergers-and-acquisitions advisory-fee business and does not hold or maintain customer funds or securities.

The firm’s CRS states that VelocityHealth provides investment banking services rather than brokerage-account or advisory-account services, including M&A services to institutional clients and private placements of debt and equity securities.[10][11]

VelocityHealth Securities states that its M&A team manages due diligence, identifies and negotiates with financing sources, and negotiates, structures, and closes transactions.[2]

Questions to ask before hiring VelocityHealth Securities

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