FUTURE-READY PARTNERSHIP

Value creation lies at the core of our partnership approach, combining institutional capabilities and execution with a founder mindset and vision.

Our Strategic Pillars of Partnership
Black mountain range icon on white background.

Operational Excellence  

We scale value creation by utilizing technology and dedicated shoulder-to-shoulder support to identify efficiencies and drive operational excellence.

Black silhouette of three mountain peaks.

Our hands-on expertise in sales, marketing, and revenue optimization helps capture market share and accelerate top-line growth.

Black silhouette of three mountains.

Cutting-Edge Technology

Our deep technology expertise and fully integrated AI transformation team enable us to implement innovative, solution-oriented AI capabilities across business strategies seamlessly.

Black silhouette of mountains.

Strategic Execution

We help accelerate growth and capitalize on opportunities by identifying, executing, and integrating strategic acquisitions.

Smarter AI. Faster Decisions. Better Outcomes. 

Since our founding in 2002, Southfield has partnered with exceptional founders and management teams to help transform businesses across the lower middle market. Our dedication to our partnership model and ongoing mission to drive value creation has led to the integration of Contextual’s purpose-built, AI-driven business service model to redefine value creation for leadership teams.

Commitment to Value Creation

Partnering with Contextual brings meaningful AI transformation expertise and execution in-house, solidifying our position as an innovator in AI-driven value creation.

Best-of-Breed AI Experts

Contextual is led by a team that has decades of combined experience identifying, building, and implementing meaningful AI solutions that create operational efficiencies, capture incremental wallet share, or enable entirely new service lines.

AI Solutions for SMBs

Contextual provides AI-enabled work process automation that is tailored for SMBs and is rapidly deployed, cost-effective, and fit-to-purpose.

CULTURE & COLLABORATION

Ethos of no egos, no silos, no pretense.

Our proven track record of execution results from a shoulder-to-shoulder partnership that helps founders and entrepreneurs in the lower middle market execute on their vision. We are committed to ensuring our partners feel supported from day one by a team that listens, understands priorities, and works alongside them to implement modern initiatives that drive meaningful transformation.

01. A Strategic Partner

We're always there to support management’s vision.


02. Unparalleled Expertise

Proven investment, operational, sales, and technology acumen.


03. A Founder’s Mindset

We're ready to get our hands dirty alongside you.


04. Respect

No egos, no silos, no pretense drives lasting collaboration.


05. Transformational Value

Bringing institutional capabilities and execution to your business.