Southfield Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Southfield Capital has acquired 2 companies. It has also invested in 3 others.

Southfield Capital’s most common sectors for investment arebusiness services (34%) and transportation (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (58%) and growth capital (24%). In total, Southfield Capital has invested in 15 US states and 2 different countries.

In the last 3 years, Southfield Capital has exited 1 company. The Firm’s most common exit type is secondary buyout (56%). Southfield Capital’s largest (disclosed) exit occurred in 2009 when it sold Dealers Financial Services for $118M.

Join Mergr to view Southfield Capital’s full profile and discover more small private equity firm investors just like it.

M&A Summary

  • M&A Total Activity30
    • M&A Buy Activity21
    • M&A Sell Activity9
  • Total Sectors Invested 12
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 7
  • M&A Advisors 7

Southfield Capital

140 Greenwich Avenue, 2nd Floor,
Greenwich, Connecticut 06830
United States
(203) 813-4100
www.southfieldcapital.com
info@southfieldcapital.com

Southfield Capital is a private investment group focused on buying and building lower middle-market businesses headquartered throughout North America. The Firm prefers to control investment situations and looks to commit $20 to $60 million of equity in companies valued from $25 to $125 million. Target sectors include manufacturing, distribution and fulfillment, and specialty services. Southfield avoids investing in agriculture, mining, heavy construction, and hazardous materials. Prospective investment situations include buyouts, consolidations, recapitalizations, and growth financings. Southfield Capital is a successor company to the private investment firm Levison & Company and is based in Greenwich, Connecticut with additional offices in Alexandria, Virginia, and Louisville, Kentucky.


Investment Criteria

Sectors of Interest: Building Materials, Business Services, Communications, Consumer Services, Distribution, Electronics, Energy Services and Equipment, Financial Services, Healthcare Services, Infrastructure, Machinery, Manufacturing, Oil/Gas Exploration, Plastics, Real Estate

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Growth Capital, Recapitalization, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US, Canada

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 4 15
Investment Size 20 60
Enterprise Value 25 125
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.0/yr) # 16 - 2 1 - 2 21
Sell (0.2/yr) # 8 - - 1 - - 9
vol $118M $118M
  30

Most Recent M&A

Company Date Value Type
TFS Global 2024-07-15 - Divestiture
Perrysburg, Ohio · www.tfsglobal.com
Business Development Resources, Inc. 2024-07-10 - Growth Capital
SeaTac, Washington · www.bdrco.com
Franchise FastLane 2022-05-11 - Growth Capital
Omaha, Nebraska · www.franchisefastlane.com
Ntiva, Inc. 2022-01-27 - Secondary Sale
Mclean, Virginia · www.ntiva.com
Pacific Landscape Management, Inc. 2021-12-01 - Buyout (LBO, MBO, MBI)
Hillsboro, Oregon · www.pacscape.com
Alba Wheels Up 2021-03-16 - Growth Capital
Valley Stream, New York · www.albawheelsup.com
Spectrum Automotive Holdings LLC 2019-10-11 - Secondary Sale
Fairfield, New Jersey · www.spectrumautoholdings.com
Milrose Consultants, Inc. 2019-08-07 - Buyout (LBO, MBO, MBI)
New York, New York · www.milrose.com
Protos Security LLC 2019-03-06 - Buyout (LBO, MBO, MBI)
Norwalk, Connecticut · www.protossecurity.com
Tier One Relocation LLC 2018-12-06 - Secondary Sale
Weirton, West Virginia · www.tieronerelo.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 4 (50%) - 7 (33%) -
Transportation 1 (13%) - 3 (14%) -
Marketing - - 2 (10%) -
Building Materials - - 1 (5%) -
Education 1 (13%) - 1 (5%) -
Electronics - - 1 (5%) -
Energy Services and Equipment 1 (13%) - 1 (5%) -
Financial Services - - 1 (5%) -
Information Technology - - 1 (5%) -
Plastics - - 1 (5%) -
Real Estate - - 1 (5%) -
Safety/Security 1 (13%) - 1 (5%) -
Total 8 - 21 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (100%) - 18 (86%) -
  New York 2 (25%) - 2 (10%) -
  Ohio 1 (13%) - 2 (10%) -
  Massachusetts 1 (13%) - 2 (10%) -
  Washington 1 (13%) - 1 (5%) -
  Oregon 1 (13%) - 1 (5%) -
  Nebraska 1 (13%) - 1 (5%) -
  Connecticut 1 (13%) - 1 (5%) -
  West Virginia - - 1 (5%) -
  Virginia - - 1 (5%) -
  Tennessee - - 1 (5%) -
  Pennsylvania - - 1 (5%) -
  New Jersey - - 1 (5%) -
  Kentucky - - 1 (5%) -
  Illinois - - 1 (5%) -
  California - - 1 (5%) -
Canada - - 3 (14%) -
  Quebec - - 1 (5%) -
  Ontario - - 1 (5%) -
  Nova Scotia - - 1 (5%) -
Domestic 8 (100%) - 18 (86%) -
Cross-border - - 3 (14%) -
Total 8 - 21 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (50%) - 12 (57%) -
Growth Capital 3 (38%) - 5 (24%) -
Secondary Buyout - - 2 (10%) -
Divestiture 1 (13%) - 1 (5%) -
Recapitalization - - 1 (5%) -
Total 8 - 21 -

Exits by Deal Type

Type Total # Value
Secondary Sale 6 (67%) -
Trade Sale 2 (22%) -
Trade Sale - Public Company 1 (11%) 118M (100%)
Total 9 $118M

Top M&A Advisors

Financial Deals
Monroe Capital LLC
 1
BB&T Capital Markets
 1
Houlihan Lokey
 1
Legal Deals
Finn Dixon & Herling
 4
Fasken Martineau DuMoulin
 2
Troutman Pepper Hamilton Sanders
 2

Deal Values

sell # Total
$100M to $1B 1 $118M
TOTAL $118M
Largest Dealers' Financial Services LLC
$118M (2009-10-28)

M&A Connections

Deals
Acquired from
Investor(s)
10%
2 (10%)
Strategic(s)
5%
1 (5%)
Exited to
Investor(s)
67%
6 (67%)
Strategic(s)
22%
2 (22%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

PE Assets

125M USD

Established

2002

Specialist/Generalist

Generalist

Leadership

Andrew Levison

Founder & Managing Partner

Jonathan Goldstein

CFO

Andrew Cook

Partner

Heb James

Partner

Tim Lewis

Partner

FAQ

When was Southfield Capital founded?

Southfield Capital was founded in 2002.

What type of investor is Southfield Capital?

Southfield Capital is a private equity firm.

Where is Southfield Capital headquartered?

Southfield Capital is headquartered in Greenwich, Connecticut.

How much capital does Southfield Capital have under management?

Southfield Capital has 125M USD under management.

 Subscribe to unlock this and 209,130
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 202K M&A Transactions
  • 205K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal