Responsive. Dependable. Flexible.

Southfield Mezzanine takes an old school approach to investing, focused on building lasting relationships with our partners

Responsive

We understand that time is money and look to provide initial feedback on investment opportunities within 48 hours

Dependable

Our lean, tightly-knit team prides itself on certainty of closure; no surprises

Flexible

Investment structure customized to each transaction

Experienced

We invite you to become a part of our long, successful history of lower middle market investing

Successfully Investing in Lower Middle Market Businesses Since 2002

Southfield Capital has been partnering with exceptional, growing companies since its origins as a private equity firm in 2002.  In 2013, Southfield launched its dedicated mezzanine strategy, raising its inaugural fund structured as a Small Business Investment Company (“SBIC”) providing both debt and equity investments across the lower middle market. Currently investing out of Fund II, Southfield Mezzanine aims to continue its strong history of partnering with experienced management teams and private equity sponsors across a variety of industry verticals.

In addition to our mezzanine strategy, Southfield Capital also explores control-oriented transactions through separate, dedicated private equity funds. To learn more about this team and their investment focus, please visit www.southfieldcapital.com  

How We Invest

Southfield Mezzanine targets U.S.-based businesses, tailoring flexible capital solutions to support acquisition and growth financings, as well as recapitalizations

EBITDA Criteria
$3MM
Minimum
Investment Size
$5 - 20MM per platform
Can go larger with co-investment
  • Industry Agnostic
  • Unitranche and Subordinated Debt
  • Preferred and Common Equity Investments
  • Sponsored and Non-Sponsored Transactions
Recent Investments View All Investments

Meet the Team

Southfield Mezzanine’s team brings broad experience as investors, lenders, managers and advisors

View Bios