Southfield Mezzanine Capital Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

In the last 3 years, Southfield Mezzanine Capital has acquired 1 company. It has also invested in 1 other.

Southfield Mezzanine Capital’s most common sectors for investment areaerospace (15%) and business services (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (43%) and growth capital (36%). In total, Southfield Mezzanine Capital has invested in 8 US states.

In the last 3 years, Southfield Mezzanine Capital has exited 5 companies. The Firm’s most common exit type is secondary buyout (80%).

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M&A Summary

  • M&A Total Activity19
    • M&A Buy Activity14
    • M&A Sell Activity5
  • Total Sectors Invested 12
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 12

Southfield Mezzanine Capital

140 Greenwich Avenue, 4th Floor,
Greenwich, Connecticut 06830
United States
(203) 813-4100
www.southfieldmezz.com
saxel@southfieldmezz.com

Southfield Mezzanine Capital is a mezzanine finance provider that looks to invest $5 to $20 million to support profitable ($3+ million of EBITDA) manufacturing, business services, and distribution companies across the US. Prospective transaction situation include acquisition financings, growth capital financings, and recapitalizations. Southfield Mezzanine Capital was formed in 2013 and is headquartered in Greenwich, Connecticut.


Investment Criteria

Sectors of Interest: Aerospace, Business Services, Consumer Products, Consumer Services, Distribution, Healthcare Services, Information Technology, Internet Software and Services, Life Science, Machinery, Manufacturing, Medical Products, Packaging, Plastics, Real Estate, Restaurants, Retail, Software, Staffing

Target Transaction Types: Growth Capital, Recapitalization, Acquisition Financing, Secondary Buyout

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 3 -
Investment Size 5 20
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.4/yr) # 12 - - 1 1 - 14
Sell (1.0/yr) # - - 1 1 1 2 5
  19

Most Recent M&A

Company Date Value Type
Nationwide Property & Appraisal Services LLC 2022-01-31 - Secondary Buyout
Voorhees, New Jersey · www.onestopappraisals.com
Rental Equipment Investment Corp. 2022-01-06 - Secondary Buyout
Kalispell, Montana · www.reicorporation.com
Pacific West LLC 2021-12-22 - Buyout (LBO, MBO, MBI)
Salt Lake City, Utah · www.pacwestllc.com
Lignetics, Inc. 2021-11-01 - Secondary Buyout
Louisville, Colorado · www.lignetics.com
Hull & Associates LLC 2020-07-02 - Growth Capital
Dublin, Ohio · www.hullinc.com
Innovative Flexpak LLC 2020-01-23 - Recapitalization
Springville, Utah · www.innovativeflexpak.com
CSAT Solutions 2019-10-10 - Secondary Buyout
Houston, Texas · www.csat-solutions.com
Fore Aero Co. 2017-06-06 - Buyout (LBO, MBO, MBI)
Haltom City, Texas · www.foremachine.com
Aero Components, Inc. 2017-06-06 - Buyout (LBO, MBO, MBI)
Fort Worth, Texas · www.aero-components.com
National Molding LLC 2017-03-02 - Recapitalization
Miami Lakes, Florida · www.nationalmolding.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Aerospace 1 (13%) - 2 (14%) -
Business Services - - 2 (14%) -
Construction 1 (13%) - 1 (7%) -
Consumer Products 1 (13%) - 1 (7%) -
Engineering 1 (13%) - 1 (7%) -
Forest Products - - 1 (7%) -
Information Technology 1 (13%) - 1 (7%) -
Packaging - - 1 (7%) -
Plastics 1 (13%) - 1 (7%) -
Real Estate - - 1 (7%) -
Restaurants 1 (13%) - 1 (7%) -
Staffing 1 (13%) - 1 (7%) -
Total 8 - 14 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (100%) - 14 (100%) -
  Florida 3 (38%) - 3 (21%) -
  Utah 2 (25%) - 3 (21%) -
  Texas 1 (13%) - 3 (21%) -
  California 1 (13%) - 1 (7%) -
  Ohio 1 (13%) - 1 (7%) -
  New Jersey - - 1 (7%) -
  Montana - - 1 (7%) -
  Colorado - - 1 (7%) -
Total 8 - 14 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (25%) - 6 (43%) -
Growth Capital 4 (50%) - 5 (36%) -
Recapitalization 1 (13%) - 2 (14%) -
Secondary Buyout 1 (13%) - 1 (7%) -
Total 8 - 14 -

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (80%) -
Recapitalization 1 (20%) -
Total 5 -

M&A Connections

Deals
Acquired from
Investor(s)
14%
2 (14%)
Exited to
Investor(s)
100%
5 (100%)

Investor Summary

Investor Type

Mezzanine Finance Firm

Size

Small

Established

2013

Specialist/Generalist

Generalist

Leadership

Andrew Levison

Founding Partner

Steven Axel

Managing Partner

Jonathan Goldstein

CFO

Eric Sloane

Partner

Stephen Diverio

Partner

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