Southfield Mezzanine Capital Mergers and Acquisitions Summary

Private Equity Profile

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

Southfield Mezzanine Capital’s most common sectors for investment are aerospace (10%) and business services (10%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (37%) and growth capital (37%). In total, Southfield Mezzanine Capital has invested in 5 US states.

In the last 3 years, Southfield Mezzanine Capital has exited 2 companies. The Firm’s most common exit type is recapitalization (50%).

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M&A Summary

  • M&A Total Activity13
    • M&A Buy Activity11
    • M&A Sell Activity2
  • Total Sectors Invested 11
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 9

Southfield Mezzanine Capital

Greenwich, Connecticut
United States
www.southfieldmezz.com
saxel@southfieldmezz.com

Southfield Mezzanine Capital is a mezzanine finance provider that looks to invest $4 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 4 20
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.4/yr) # 4 4 3 - - - 11
Sell (0.4/yr) # - - - - 1 1 2
  13

Most Recent M&A

Company Date Value Type
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
Nationwide Property & Appraisal Services LLC 2016-12-05 - Growth Capital
Voorhees, New Jersey · www.onestopappraisals.com
Rental Equipment Investment Corp. 2016-06-02 - Buyout (LBO, MBO, MBI)
Miami Beach, Florida
Inthinc Technology Solutions, Inc. 2016-02-10 - Growth Capital
Salt Lake City, Utah · www.inthinc.com
Private Label Skin, Inc. 2016-01-01 - Growth Capital
St. Petersburg, Florida · www.privatelabelsk.in
Togo's Eateries, Inc. 2015-12-15 - Secondary Buyout
San Jose, California · www.togos.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
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

M&A by Sector

Sector Current # Value All-time # Value
Aerospace - - 1 (9%) -
Business Services - - 1 (9%) -
Consumer Products 1 (13%) - 1 (9%) -
Information Technology 1 (13%) - 1 (9%) -
Machinery 1 (13%) - 1 (9%) -
Packaging - - 1 (9%) -
Plastics 1 (13%) - 1 (9%) -
Real Estate 1 (13%) - 1 (9%) -
Restaurants 1 (13%) - 1 (9%) -
Retail 1 (13%) - 1 (9%) -
Staffing 1 (13%) - 1 (9%) -
Total 8 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (100%) - 11 (100%) -
  Florida 4 (50%) - 4 (36%) -
  Texas 1 (13%) - 3 (27%) -
  Utah 1 (13%) - 2 (18%) -
  New Jersey 1 (13%) - 1 (9%) -
  California 1 (13%) - 1 (9%) -
Total 8 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (25%) - 4 (36%) -
Growth Capital 4 (50%) - 4 (36%) -
Recapitalization 1 (13%) - 2 (18%) -
Secondary Buyout 1 (13%) - 1 (9%) -
Total 8 - 11 -

Exits by Deal Type

Type Total # Value
Recapitalization 1 (50%) -
Secondary Sale 1 (50%) -
Total 2 -

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
3 100%
Exited to
PE Firm(s)
100%
4 100%

Investor Summary

Size

Small

Established

2013

Specialist/Generalist

Generalist

Leadership

A. Andrew Levison

Founding Partner

Steven Axel

Managing Partner

Eric Sloane

Partner

Vincent Tyra

Operating Partner

Stephen Diverio

Principal

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