PE experience you can stand on. Partnership you can count on.
Successfully investing alongside founders and management in the lower middle market since 2002.
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 arefuture 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.
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.
investing in exceptional lower middle market companies
80+
platform and add‑on investments with founder‑built companies
> $1.5 b
of capital raised, investing out of our fourth flagship fund
$4-22 m
target EBITDA of organic and acquisition growth companies
$1.9 b
in assets under management across pooled vehicles
Value Creation & Approach
For Business Owners >
Investment Criteria & Fact Sheet
For Intermediaries >
GET IN TOUCH
Private equity should feel like a partnership, not posturing. Like clarity, not confusion. With Southfield Capital, you get acollaboration-mindedteam that shows upalignedandengaged.
Private equity, without the ego.
GET IN TOUCH
Private equity, without the ego.
Private equity should feel like a partnership, not posturing. Like clarity, not confusion. With Southfield Capital, you get acollaboration-mindedteam that shows upalignedandengaged.
Companies withstronger margins,better visibility,repeatable execution, and aplatform for long-term growth.
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 acollaboration-mindedteam that shows upalignedandengaged.
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 for16+ years on average— rare consistency in private equity.
And that consistency creates:
Shared judgment
Deep trust
Proven playbooks
Pattern recognition you can count on
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.
