Investment Summary

Southfield Capital Invests In Alba Wheels Up

On March 16, 2021, private equity firm Southfield Capital invested in transportation company Alba Wheels Up

Investment Highlights
  • This is Southfield Capital’s 3rd transaction in the Transportation sector.
  • This is Southfield Capital’s 14th transaction in the United States.
  • This is Southfield Capital’s 2nd transaction in New York.

Investment Summary
Date 2021-03-16
Target Alba Wheels Up
Sector Transportation
Investor(s) Southfield Capital
Deal Type Growth Capital

Target

Alba Wheels Up

Valley Stream, New York, United States
Alba Wheels Up is a provider of customs brokerage, freight forwarding, trade compliance, and other logistics services enabling its clients to efficiently move goods into and out of the United States. Alba Wheels Up is based in Valley Stream, New York.

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Investor(S) 1

Investor

Southfield Capital

Greenwich, Connecticut, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2002
PE ASSETS 125M USD
Size Small
Type Sector Agnostic
DESCRIPTION

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.

DEAL STATS #
Overall 17 of 21
Sector (Transportation) 3 of 3
Type (Growth Capital) 3 of 5
State (New York) 2 of 2
Country (United States) 14 of 18
Year (2021) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-10-11 Spectrum Automotive Holdings

Fairfield, New Jersey, United States

Spectrum Automotive Holdings is an agent, marketer, and administrator of finance and insurance ("F&I") products for the U.S. automotive market. Spectrum Automotive is providing a full suite of proprietary and third-party extended warranty and ancillary products to more than 1,400 dealer, administrator, and original equipment manufacturer partners. Spectrum Automotive Holdings was founded in 1999 and is based in Fairfield, New Jersey.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-12-01 Pacific Landscape Management

Hillsboro, Oregon, United States

Pacific Landscape Management is a landscape management company offering a range of maintenance, enhancement, and snow/ice services to commercial, industrial, and HOA clients in the Pacific Northwest. Pacific Landscape Management is based in Hillsboro, Oregon.

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