What Southfield Capital does

Southfield Capital is a private equity firm founded in 2002 and headquartered in Greenwich, Connecticut, with a secondary office in Bellevue, Washington. The firm focuses exclusively on control-oriented and structured equity investments in entrepreneur-built business services companies in the lower middle market, targeting companies with $4-20MM EBITDA and deploying $20-125MM of equity per platform transaction across the United States and Canada. Since inception, Southfield has executed 100+ platform and add-on investments across diverse business services sub-sectors including security, logistics, IT services, industrial services, financial services, and facility services, with active portfolio companies such as Protos Security, Kelvin Group, Alba Wheels Up, Ntiva, Osprey Landscape Group, Metric Search, and Contextual.io. The firm has raised four flagship funds, with Fund IV closing oversubscribed at $560 million in May 2025, bringing total capital raised to $1.5B+.

Southfield's value creation model rests on four pillars: operational excellence, organic growth, AI/tech enablement, and strategic M&A execution. The firm differentiates itself through senior team continuity (16+ year average partner tenure), a partnership-first operating model with shoulder-to-shoulder execution, and the proprietary Contextual.io AI orchestration platform acquired in January 2026 to embed AI transformation capabilities directly into portfolio companies. Reported portfolio outcomes include Milrose Consultants growing from approximately $5M to $40M EBITDA, Protos Security from approximately $5M to $100M EBITDA, and Vanguard Dealer Services achieving 7x MOIC during Southfield's ownership, supporting a stated target of 3x-8x growth through organic expansion and add-on M&A. Revenue is generated through management fees and carried interest on funds under management, with the firm structured as Southfield Capital, LLC (Delaware).

Name

Southfield Capital

Legal name

Southfield Capital, LLC

Website

http://www.southfieldcapital.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Southfield Capital is a Greenwich, CT-based private equity firm founded in 2002 that invests $20-125MM of equity in lower middle market business services companies with $4-20MM EBITDA across North America, currently investing from its $560M Fund IV and deploying proprietary AI capabilities via Contextual.io.

Ownership category

akta.pro rank

Product category

Private Equity Investment Management

NAICS

Portfolio Management and Investment Advice (52394), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Business Services (B2B) Growth Equity (FSANACAD)

Keywords

• Lower middle market private equity
• Business services investments
• Management buyout investing
• Growth equity capital
• Private equity management

Headquarters

HQ city

Greenwich

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Private Equity Management: Southfield Capital generates returns through investing in lower middle market business services companies, implementing value creation strategies (operational improvements, AI enablement, M&A), and exiting investments at higher valuations. Revenue derived from carried interest and management fees on funds under management.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Southfield Capital is a private equity firm that makes control-oriented equity investments of $20-125 million in lower middle market business services companies with $4-20 million EBITDA, primarily in the United States and Canada. The firm partners with founders and management teams to deliver value through operational excellence, organic growth, AI/technology enablement (via its Contextual.io platform), and strategic add-on M&A, with a target of 3x-8x growth outcomes. Revenue is generated through management fees and carried interest on committed fund capital across its flagship funds.

Product overview

Southfield Capital operates as a lower middle market private equity firm offering a unified investment platform focused on business services companies with $4-20 million EBITDA. The firm's portfolio includes: Contextual.io (AI transformation and automation platform acquired January 2026 to enhance value creation capabilities); Metric Search (specialist executive search operating through four sub-brands: Metric Geo, Metric DCX, Metric Bio, and Metric Exec); Milrose Consultants (building code compliance and municipal consulting, successfully exited June 2026); Protos Security (tech-enabled managed security services); Kelvin Group (industrial/mechanical refrigeration services); Alba Wheels Up (logistics and customs brokerage); Franchise FastLane (franchise development services); Ntiva (IT services); and Osprey Landscape Group (commercial landscape management). The portfolio spans diverse business services sectors including security, logistics, industrial services, professional services, and facility services.

Differentiator

Problem solved

Functional benefit

Products and services

• Southfield Capital Private Equity (Fund IV) Lower middle market private equity fund providing control-oriented equity investments of $20-125 million in entrepreneur-built business services companies with $4-20 million EBITDA in the U.S. and Canada, paired with operational, AI, and M&A value creation support.
• Contextual.io AI Orchestration Platform In-house AI orchestration platform providing work process automation, generative AI, knowledge retrieval, and structured data integration for portfolio companies to enable AI-driven value creation across business services operations.

Quantifiable outcome

• 3x-8x growth target through organic expansion and add-on acquisitions
• +3 more outcomes

Named customers13 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature2 records

Partnerships

Seven partnerships are on record, tiered minor and core.

• Borne ConsultingminorStrategic or Co-development Partner · 4 September 2026Milrose Consultants (Southfield portfolio) acquired Borne Consulting, a San Francisco-based architectural engineering firm specializing in building envelope solutions. Represents Milrose's 14th acquisition since partnering with Southfield.
• AT-RISK InternationalcoreStrategic or Co-development Partner · 27 April 2026Protos Security (Southfield portfolio company) acquired AT-RISK International, a globally-recognized provider of executive and general protective services, intelligence, and risk consulting services. This was Protos' 12th acquisition since partnering with Southfield and strengthens their integrated protection platform.
• Contextual.iocoreTechnology or Integration · 26 January 2026Southfield acquired Contextual.io, an AI orchestration platform, and integrated its AI capabilities into Southfield's partnership model to enhance value creation for portfolio companies. Contextual was founded by Andrew Brooks and the team that developed SmartThings through Samsung acquisition. The acquisition provides in-house AI transformation expertise for lower middle market companies.
• G2 Capital AdvisorsminorImplementation/ SI/ Consulting Partner · 7 January 2026G2 Capital Advisors served as buy-side advisor to Kelvin Group for the acquisition of PermaCold Engineering.
• ARC Private Provider ServicesminorStrategic or Co-development Partner · 12 August 2025Milrose Consultants acquired ARC Private Provider Services, Inc. and Plans Runner, Inc., representing Milrose's 13th acquisition and first expansion into Florida market.
• Construction Specifications, Inc.minorStrategic or Co-development Partner · 16 December 2024Milrose Consultants acquired Construction Specifications, Inc., a New Jersey-based architectural specification writing and consulting firm, expanding Milrose's national reach.
• JS Compliance, LLCminorStrategic or Co-development Partner · 20 November 2024Kelvin Group acquired JS Compliance, LLC, a process safety management and risk management consultancy based in Magnolia, Texas.

Scale indicators7 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Mainsail Partners: Lower middle market growth equity firm focused on business services and technology-enabled services companies, sharing Southfield's lower middle market orientation and emphasis on partnership-driven growth.
• Trinity Hunt Partners: Lower middle market PE firm focused on founder-led business services and consumer services companies with $5-50MM EBITDA, directly comparable to Southfield in target size, sector focus, and partnership model.
• Genstar Capital: Lower middle market private equity sponsor with operational focus and sector depth across business services and industrial tech, comparable to Southfield in deal size, growth orientation, and value creation playbook.
• CIVC Partners: Lower middle market PE firm focused on business services and consumer services companies with a long-tenured partnership model, highly comparable to Southfield in check size, sector focus, and partnership approach with founders.
• The Sterling Group: Operationally-focused lower middle market PE firm partnering with entrepreneur-built businesses in industrial, distribution, and services, sharing Southfield's emphasis on operational excellence and platform building.
• Clearview Capital: Lower middle market PE firm focused on control investments in business services and consumer products companies with $3-15MM EBITDA, comparable to Southfield in target profile and sector focus.
• Audax Group: Lower middle market private equity firm focused on building platforms of scale through add-on acquisitions in business services and healthcare, with a comparable $4-20MM EBITDA investment profile and similar roll-up value creation model to Southfield.
• NewSpring Capital: Lower middle market PE firm with a control buyout strategy targeting business services and specialized industrials, comparable to Southfield in target EBITDA range and partnership-style value creation approach.
• LLR Partners: Lower middle market growth equity sponsor with deep business services and technology focus, employing a similar thesis of partnering with entrepreneur-built companies and driving value through operational improvement and add-on M&A.
• Riverside Partners: Lower middle market PE firm investing in healthcare and business services companies with $5-25MM EBITDA, comparable to Southfield in deal size, sector overlap, and operationally intensive partnership model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/southfield-capital-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries18 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A10 records

Investments6 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Southfield Capital