PE experience you can stand on.

Successfully investing alongside founders and management in the lower middle market since 2002.

Partnership you can count on.

Successfully investing alongside founders and management in the lower middle market since 2002.

A proven track record you can rely on.

Successfully investing alongside founders and management in the lower middle market since 2002.

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Positioning Exceptional Businesses for the Future.


Southfield brings decades of successful investing and value creation expertise, shoulder-to-shoulder partnership, and differentiated experience to ensure our portfolio companies are future ready. We are dedicated to elevating lower middle market businesses by providing institutionalized capabilities and processes, utilizing a technology and a bespoke AI transformation playbook to redefine value creation for entrepreneurs and management teams.


A Track record you can RELY on. 

Traditional PE often shows up fast, forceful and ego-first. 


They impose systems, pressure timelines and make founders feel like passengers inside their own companies. That rarely works, so we founded Southfield Capital to help your company reach higher and realize your growth goals — without the typical PE pressurized playbook.

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20+ years

investing in exceptional lower middle market companies

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80+

platform and add‑on investments with founder‑built companies

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> $1.5 b

of capital raised, investing out of our fourth flagship fund

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$4-22 m

target EBITDA of organic and acquisition growth companies

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$1.9 b

 in assets under management across pooled vehicles

Value Creation & Approach

For Business Owners >

Investment Criteria & Fact Sheet

For Intermediaries >

Build.

Better.

Leverage Southfield Capital's 80+ investments across 22 years targeting 3x–8x outcomes to build your company’s future, stronger and better than ever. 

Our Values

Private equity, without the ego.

people-first culture

Commitment to a

Water the grass and pull the weeds​

SUSTAINABLE GROWTH

Better people. Better processes. Better outcomes.

NO EGOS
POLICY

Transparency, trust and collaboration are core traits.

We win together

Value and celebrate everyone’s contributions to success​

Be fearless to do the right thing

At Southfield Capital we empower founders and their companies to grow stronger, smarter and faster.


We bring Wall Street experience without the uptight ego: Approachable. Collaborative. Aligned.  We respect what you've created. And we help you build what's next — without losing what makes it great.

Operational Excellence 

Build structure that scales. 

Leadership Depth

Build teams that can go the distance.

Strategic M&A

Build through thoughtful acquisition.

Technology & AI Enablement 

Build with better information.

A better way to build strong companies. 

CULTURE & COLLABORATION

1. We collaborate

We don't command.

4. We work shoulder-to-shoulder

Never playing boss.

5. We respect your legacy

And help you Build Better.

6. We empower progress

Not simply apply pressure.

2. We Listen

Before we prescribe.

3. We Partner

Instead of overpower.

Private equity should feel like a partnership, not posturing. Like clarity, not confusion. With Southfield Capital, you get a collaboration-minded  team that shows up aligned  and engaged.


Good People Build Great Companies.

Southfield Capital's No-Egos Operating System is simple: We operate with alignment, partnership and respect.

Experience that strengthens everything you've built

Southfield’s partners have worked together for 16+ years on average —
rare consistency in private equity. 


And that consistency creates: 

  • Shared judgment 
  • Deep trust 
  • Proven playbooks 
  • Pattern recognition you can count on 
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We bring the right expertise into the room at the right moment: 

  • Commercial leaders 
  • Operational specialists 
  • Technology & AI partners 
  • Talent strategists 
  • M&A experts 


We’re hands-on enough to help. Experienced enough to guide. Humble enough to collaborate. 

PROGRESS PARTNERS CAN SEE.

Read our latest investments, integrations, hires, and industry updates.

READY TO MEET OUR TEAM?

Let's connect for a no-pressure, introduction meeting to explore business and culture fit.