Southfield Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

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

Southfield Capital’s most common sectors for investment arebusiness services (32%) and transportation (16%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (64%) and growth capital (22%). In total, Southfield Capital has invested in 14 US states and 2 different countries.

In the last 3 years, Southfield Capital has exited 2 companies. 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.

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M&A Summary

  • M&A Total Activity28
    • M&A Buy Activity19
    • M&A Sell Activity9
  • Total Sectors Invested 11
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 6
  • 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 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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (1.2/yr) # 13 1 2 - 2 1 19
Sell (0.6/yr) # 6 1 1 - - 1 9
vol $118M $118M
  28

Most Recent M&A

Company Date Value Type
Franchise FastLane 2022-05-11 - Growth Capital
Omaha, Nebraska · www.franchisefastlane.com
Ntiva, Inc. 2022-01-27 - Secondary Buyout
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 - Buyout (LBO, MBO, MBI)
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 Buyout
Weirton, West Virginia · www.tieronerelo.com
Match Marketing Group, Inc. 2018-07-13 - Secondary Buyout
Mississauga, Ontario · www.matchmg.com
ARC Mechanical 2017-11-14 - Buyout (LBO, MBO, MBI)
Wilmington, Massachusetts · www.arc.cool
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 3 (50%) - 6 (32%) -
Transportation 1 (17%) - 3 (16%) -
Marketing - - 2 (11%) -
Building Materials - - 1 (5%) -
Electronics - - 1 (5%) -
Energy Services and Equipment 1 (17%) - 1 (5%) -
Financial Services - - 1 (5%) -
Information Technology - - 1 (5%) -
Plastics - - 1 (5%) -
Real Estate - - 1 (5%) -
Safety/Security 1 (17%) - 1 (5%) -
Total 6 - 19 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) - 16 (84%) -
  New York 2 (33%) - 2 (11%) -
  Massachusetts 1 (17%) - 2 (11%) -
  Oregon 1 (17%) - 1 (5%) -
  Nebraska 1 (17%) - 1 (5%) -
  Connecticut 1 (17%) - 1 (5%) -
  West Virginia - - 1 (5%) -
  Virginia - - 1 (5%) -
  Tennessee - - 1 (5%) -
  Pennsylvania - - 1 (5%) -
  Ohio - - 1 (5%) -
  New Jersey - - 1 (5%) -
  Kentucky - - 1 (5%) -
  Illinois - - 1 (5%) -
  California - - 1 (5%) -
Canada - - 3 (16%) -
  Ontario - - 1 (5%) -
  Nova Scotia - - 1 (5%) -
  Quebec - - 1 (5%) -
Domestic 6 (100%) - 16 (84%) -
Cross-border - - 3 (16%) -
Total 6 - 19 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (67%) - 12 (63%) -
Growth Capital 2 (33%) - 4 (21%) -
Secondary Buyout - - 2 (11%) -
Recapitalization - - 1 (5%) -
Total 6 - 19 -

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
BB&T Capital Markets
 1
Monroe Capital LLC
 1
Legal Deals
Finn Dixon & Herling LLP
 4
Fasken Martineau DuMoulin LLP
 2
Wiggin and Dana 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
Investor(s)
11%
2 (11%)
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

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