Southfield Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Southfield Capital has acquired 4 companies.

Southfield Capital’s most common sectors for investment are business services (32%) and marketing (13%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (63%) and growth capital (19%). In total, Southfield Capital has invested in 11 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 (58%). Southfield Capital’s largest (disclosed) exit occurred in 2009 when it sold Dealers Financial Services for $118M.

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M&A Summary

  • M&A Total Activity23
    • M&A Buy Activity16
    • M&A Sell Activity7
  • Total Sectors Invested 11
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 9
  • M&A Advisors 6

Southfield Capital

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

Southfield Capital Advisors is a private investment group focused on buying and building lower middle-market businesses headquartered throughout North America. The Firm prefers control investment situations and looks to commit $10 to $40 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 12
Investment Size 10 40
Enterprise Value 25 125
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.4/yr) # 9 3 1 1 2 - 16
Sell (0.4/yr) # 5 1 - 1 - - 7
vol $118M $118M
  23

Most Recent M&A

Company Date Value Type
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)
Daleville, Virginia · www.protossecurity.com
Tier One Relocation LLC 2018-12-06 - Secondary Buyout
Weirton, West Virginia · www.tieronerelo.com
Match Marketing Group, Inc. 2018-07-13 - Secondary Buyout
Mississauga, Ontario · www.matchmg.com
American Refrigeration Co. 2017-11-14 - Buyout (LBO, MBO, MBI)
Andover, Massachusetts · www.arc.cool
Ntiva, Inc. 2016-11-30 - Growth Capital
Mclean, Virginia · www.ntiva.com
Rental Equipment Investment Corp. 2016-06-02 - Buyout (LBO, MBO, MBI)
Miami Beach, Florida
BioPharm Communications LLC 2016-05-05 - Add-on Acquisition
New Hope, Pennsylvania · www.biopharmcommunications.com
Tier One Relocation LLC 2016-02-22 - Buyout (LBO, MBO, MBI)
Weirton, West Virginia · www.tieronerelo.com
Vanguard Dealer Services LLC 2015-08-20 - Growth Capital
Fairfield, New Jersey · www.vanguarddealerservices.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Protos Security LLC 2019-03-06 Security Resources, Inc. 2019-08-27 1
Daleville, Virginia · www.protossecurity.com Cherry Hill, New Jersey · www.securityresources.net
American Refrigeration Co. 2017-11-14 Refrigeration Engineering & Contracting Co., Inc. (RECCO) 2018-11-06 1
Andover, Massachusetts · www.arc.cool Woburn, Massachusetts · www.reccousa.com
Rental Equipment Investment Corp. 2016-06-02 Columbia River Machinery LLC 2017-01-05 2
Miami Beach, Florida Hermiston, Oregon · www.crmachinery.com
Rental Equipment Investment Corp. 2016-06-02 Pro Rentals & Sales, Inc. 2016-06-02 1
Miami Beach, Florida Idaho Falls, Idaho
TS3 Technology, Inc. 2004-03-01 Alpha Circuits, Inc. 2008-09-01 2
Franklin, Tennessee · www.ts3llc.com Stafford, Texas
TS3 Technology, Inc. 2004-03-01 Micropaq Corp. 2006-01-01 1
Franklin, Tennessee · www.ts3llc.com Houston, Texas

M&A by Sector

Sector Current # Value All-time # Value
Business Services 3 (38%) - 5 (31%) -
Marketing 1 (13%) - 2 (13%) -
Building Materials - - 1 (6%) -
Electronics 1 (13%) - 1 (6%) -
Financial Services - - 1 (6%) -
Information Technology 1 (13%) - 1 (6%) -
Plastics - - 1 (6%) -
Real Estate - - 1 (6%) -
Retail 1 (13%) - 1 (6%) -
Safety/Security 1 (13%) - 1 (6%) -
Transportation - - 1 (6%) -
Total 8 - 16 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (88%) - 12 (75%) -
  Virginia 2 (25%) - 2 (13%) -
  Tennessee 1 (13%) - 1 (6%) -
  New York 1 (13%) - 1 (6%) -
  New Jersey 1 (13%) - 1 (6%) -
  Massachusetts 1 (13%) - 1 (6%) -
  Florida 1 (13%) - 1 (6%) -
  West Virginia - - 1 (6%) -
  Pennsylvania - - 1 (6%) -
  Ohio - - 1 (6%) -
  Kentucky - - 1 (6%) -
  California - - 1 (6%) -
Canada 1 (13%) - 4 (25%) -
  Ontario 1 (13%) - 2 (13%) -
  Quebec - - 1 (6%) -
  Nova Scotia - - 1 (6%) -
Domestic 7 (88%) - 12 (75%) -
Cross-border 1 (13%) - 4 (25%) -
Total 8 - 16 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 5 (63%) - 10 (63%) -
Growth Capital 2 (25%) - 3 (19%) -
Secondary Buyout 1 (13%) - 2 (13%) -
Recapitalization - - 1 (6%) -
Total 8 - 16 -

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (57%) -
Trade Sale 2 (29%) -
Trade Sale - Public Company 1 (14%) 118M (100%)
Total 7 $118M

Top M&A Advisors

Financial Deals
Monroe Capital LLC
 1
BB&T Capital Markets
 1
Legal Deals
Finn Dixon & Herling LLP
 5
Fasken Martineau DuMoulin LLP
 2
Pepper Hamilton LLP
 1

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
PE Firm(s)
100%
2 100%
Exited to
PE Firm(s)
67%
4 67%
Strategic(s)
33%
2 33%

Investor Summary

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

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