Principled dealmaking from a position of strength.

The kind of strength that comes from a combination of technical expertise, knowledge of market trends, and close ties to a community of motivated buyers and private-equity firms.

Meet James Purgason, CPA, Principal

"I established New South Transaction Advisory because I wanted to provide middle-market business owners with the expertise and vast network larger firms offer, coupled with the meticulous attention and personalized approach that only a close advisor can bring to such a pivotal transaction.

It is the product of everything I’ve learned over the past sixteen years—working at a range of accounting, investment, and advisory firms—and is designed to specifically address this historic period when more and more business owners plan a transition in leadership.

If you’re at a critical point with your company and would benefit from the perspective and guidance of someone who’s studied and advised hundreds of companies, I welcome you to get in touch."

Perspective shaped by experience

Managing Principal at New South Transaction Advisory
February 2024 to Present

Principal at V2 Capital
March 2024 to Present

Partner, Tax Services at Smith + Howard Advisory, LLC (formerly Market Street Partners, PLLC)
May 2020 to February 2024

Partner at MSP Capital, LLC
September 2021 to February 2024

CFO at the HailSolve family of companies
August 2018 to May 2020

Senior Manager at Henderson, Hutcherson & McCullough
August 2014 to August 2018

Licensed CPA
since May 2015

Sergeant, South Carolina Army National Guard (Infantry)
May 2004 to May 2010

Graduated from The Citadel, The Military College of South Carolina with a BS in Business Administration with Accounting Concentration
May 2007

A word about trust

People can talk about trust. They can call themselves “trusted.” But let’s be honest: Real trust only comes when a person deals honestly and follows through on what they’ve said. That’s why I invite you to get in touch, have a conversation, and decide for yourself that I’m the ideal person to work with.