Experience you can stand on.

Successfully investing in 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 entrepreneurs 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 entrepreneurs and management teams.


True partnerships, real outcomes.

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years investing in exceptional lower middle market companies

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investments with entrepreneur-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

$20-125MM

Equity investment size


* No size parameters 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. Operational Excellence

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

02. 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.

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

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.


Southfield Partners
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Commitment to AI-Driven 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.

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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A couple smiles as a car salesman gestures in a showroom.

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.