FUTURE-READY PARTNERSHIP

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

Our Strategic Pillars
of Partnership

First institutional capital for non-discretionary B2B business services with 3x+ potential. 

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.

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

Leading technological innovation

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

Transaction identification & support

Proven processes for identifying, executing and integrating strategic acquisitions.

Human Proof Strategic M&A Case Study

The best validation of Southfield Capital’s unique PE approach comes from those we build companies with — founders, operators, CFOs, GMs, and frontline teams. When BDR acquired Plumbing CEO, founder Nate Agentis chose Southfield as a partner in the next phase of his career. 

Nate Agentis recently joined Southfield Capital's BDR team to lead its plumbing vertical following the acquisition of his Plumbing CEO business, which he founded after 15 years leading multi-million plumbing organizations. 

“For years, BDR has been the go‑to for these important resources in the trades. I’m excited to be joining this team as we take the next step in providing first‑class support to plumbing businesses at every stage of their growth journey.” — Nate Agentis 

Strategic Value Creation 

Milrose

EBITDA Grew from $5m to

becoming the national leader in compliance services. 

Protos

EBITDA Grew from ~$5M to

creating one of the top security platforms in the US. 

Vanguard

Delivered a

through operational improvements and disciplined growth. 

TFS

Built a

operating foundation. Completed add‑ons to expand national reach. 

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