Investment Criteria for Lower Middle Market Business Services

Southfield Capital is a private equity firm that partners with exceptional, entrepreneur-built business services companies in the lower middle market. We focus on profitable, growing businesses providing mission-critical services with high growth potential through organic expansion and strategic add-on acquisitions.

Our Criteria 

How We Invest. 


$4-20MM

Target EBITDA


$20-125MM

Equity investment size


* No size parameters for add-on acquisitions

Business Services

Sector


United States & Canada

Geographies


Control-oriented, including management buyouts and carveouts. Open to minority investments and structured equity.

Transaction Types

Focused Industry Experience and Expertise 

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COMMERCIAL & Facility Services

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Financial & Insurance Services

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Environmental & Industrial Services

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Tech-Enabled Services 

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Logistics Services

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Professional Services

INVESTMENT ATTRIBUTES

01. Partnership-first model & strong alignment with leadership


02. Profitable, growing businesses


03. First institutional equitY


04. Non-discretionary services critical to the customer


05. 3x organic and acquisition growth potential


06. Opportunity for value creation


SOUTHFIELD MEZZANINE

Southfield Capital also provides debt and minority equity to lower-middle-market companies through separate, dedicated mezzanine funds. To learn more about this team and investment focus, please visit www.southfieldmezz.com.