Investing experience you can stand on.

Successfully partnering with exceptional lower middle market businesses for 20+ years.

Value creation you can build on.

Expertise and capabilities to deliver tailored operational, technology, sales and financial results.

Partnership you can count on.

Working shoulder-to-shoulder with founders to facilitate success for all stakeholders.

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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 full technology and AI-driven business service model to redefine value transformation for founders and management teams.


Returns built on outcomes, not promises.

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years investing in exceptional lower middle market companies

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investments with founder-built organizations

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of capital raised, currently investing out of our flagship fund, Southfield Capital IV

INVESTMENT CRITERIA

What We Look For

Southfield partners with entrepreneur-built business services companies in the lower middle market. We look for exceptional companies that operate in non-discretionary, mission-critical industries that have a pathway to achieve meaningful growth through the implementation of Southfield’s value creation pillars.

$4-20MM

Target EBITDA

$20-80MM

Equity investment size


* No set size criteria for add-on acquisitions

PE experience you can stand on.
Partnership you can count on. 

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

Combining institutional capabilities and execution, and cutting edge innovation with a founder's mindset and vision.
01. Driving Organic Growth

We bring hands-on expertise in sales, marketing and revenue optimization to help you capture market share and accelerate top-line growth.

02. Operational Excellence

Our dedicated team implements robust financial planning, data analytics, and operational infrastructure to drive efficiency and informed decision-making.

03. Leading technological innovation

Fully integrated AI-driven business service model streamlines operations and identifies new lines of business and revenue across any industry.

04. TRansaction identification & support

Proven processes for identifying, executing and integrating strategic acquisitions.


< For Business Owners



For Intermediaries >

OUR PEOPLE

Ethos of no egos, no silos, no pretense.

Hand-in-hand approach leads to faster decision-making, deeper trust and lasting, differentiated results.


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IN THE NEWS

Recent Headlines

September 2025

Milrose Consultants and Southfield Capital Announce the Strategic Acquisition of Borne Consulting
Read More →

August 2025

Protos Security and Southfield Capital Announce the Strategic Divestiture of Mulligan Security
Read More →

July 2025

Osprey Landscape Group and Southfield Capital Announce Partnership with Earthworks, Inc.
Read More →

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. 

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.