Experience you can stand on.

Successfully investing in exceptional lower middle market businesses for 20+ years.

Value creation you can build on.

Expertise and capabilities to deliver tailored operational, technology, sales, and financial results.

Partnership you can count on.

Working shoulder-to-shoulder with entrepreneurs to facilitate success for all stakeholders.

Innovative AI you can rely on.

In-house AI transformation team to create lasting competitive advantages for any business.

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Positioning Exceptional Businesses for the Future.


Southfield brings decades of successful investing and value-creation expertise, shoulder-to-shoulder partnership, and differentiated experience to ensure our portfolio companies are future-ready. We are dedicated to elevating lower-middle-market businesses by providing institutionalized capabilities and processes, utilizing technology and a bespoke AI transformation playbook to redefine value creation for entrepreneurs and management teams.


True partnerships, real outcomes.

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years investing in exceptional lower middle market companies

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investments with entrepreneur-built organizations

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of capital raised, currently investing out of our flagship fund, Southfield Capital IV

INVESTMENT CRITERIA

What We Look For

Southfield partners with entrepreneur-built business services companies in the lower middle market. We look for exceptional companies operating in non-discretionary, mission-critical industries that have a pathway to achieve meaningful growth through the implementation of Southfield’s value-creation pillars.

$4-20MM

Target EBITDA


$20-125MM

Equity investment size


* No size parameters for add-on acquisitions


PE experience you can stand on.
Partnership you can count on.
 

Successfully investing alongside founders and management in the lower middle market since 2002.

Combining institutional capabilities and cutting-edge innovation with a founder's mindset and vision.
innovatiVE AI TRANSFORMATION

Significant in-house AI transformation expertise, via Contextual, to drive efficiencies, increased revenue, and new services across virtually any business.

Operational Excellence

Our dedicated team implements robust financial planning, data analytics, and operational infrastructure to drive scale and informed decision-making.

Driving Organic Growth

We bring hands-on expertise in sales, marketing, and revenue optimization to help you capture market share and accelerate top-line growth.

TRansaction identification & support

Proven processes for identifying, executing, and integrating strategic acquisitions.


< For Business Owners

OUR PEOPLE

Ethos of no egos, no silos, no pretense.

Hand-in-hand approach leads to faster decision-making, deeper trust and lasting, differentiated results.


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IN THE NEWS

Recent Headlines

March 20, 2026
Acquisition Furthers Ongoing Growth Strategy and Positions FastLane as Integrated Growth Platform Supporting Franchisors from Concept Through Scale . Greenwich, CT – March 20, 2026 – Southfield Capital (“Southfield”), a premier lower middle market private equity firm, today announced that its portfolio company, Franchise FastLane (“FastLane” or “the Company”), a leading franchise sales organization, has completed the strategic acquisition of Franchise Creator, a premier firm specializing in identifying and guiding early-stage franchisors through concept validation, franchise readiness, and foundational growth planning. The addition of Franchise Creator allows FastLane to establish an integrated growth platform that supports franchisors from concept through scale, leveraging Franchise Creator’s strong reputation working with emerging brands at the earliest stages of their franchising journey and helping founders validate their models, prepare for franchising, and establish strong foundations for growth. As part of FastLane, Franchise Creator will continue to focus on early-stage brand identification and support, while benefiting from the scale, infrastructure, and development capabilities of the broader FastLane ecosystem, enabling it to better help founders build strong, scalable franchise models. “This acquisition represents an exciting step in FastLane’s evolution and the continued execution of our organic and targeted M&A growth strategy,” said Tim Koch, President & COO of FastLane . “In partnering with Southfield, we have set out to build more than a franchise sales organization. Franchise Creator’s best-in-class ability to identify and guide early-stage brands is a powerful complement to FastLane, and we’re excited to integrate their insights and capabilities into our platform. Through this combination, we are able to further our mission of building the first end-to-end franchise services business, capable of working with brands from their formation through maturity.” “From day one, Franchise Creator has been about helping founders turn great ideas into real, viable franchise brands,” said Hossein Kasmai, Founder of Franchise Creator. “FastLane shares that same belief, and they bring the resources, experience, and platform to help our clients go further and faster. This partnership allows us to stay true to who we are while expanding what’s possible for our team and the founders we serve.” “This acquisition aligns perfectly with FastLane’s long-term strategy of building a differentiated, vertically integrated platform across the franchising lifecycle,” said Josh Sylvan, Principal at Southfield Capital. “By expanding upstream into early-stage brand creation and readiness, FastLane is strengthening its recurring revenue profile, improving brand quality entering development, and building a more durable enterprise. We’re excited to have the opportunity to partner with Hossein and the Franchise Creator team to continue building on the Company’s momentum and strengthening both its market position and ability to serve franchisors and founders across the country.” TPG Twin Brook provided debt financing. Troutman Pepper Hamilton Sanders LLP provided legal counsel to FastLane and Southfield. Boxwood Partners acted as the exclusive financial advisor to Franchise Creator. About Southfield Capital Southfield Capital is a premier private equity firm with a foundational commitment to driving value at high-growth, lower middle market companies in the business services sector. The firm leverages its deep team of highly-experienced investment, technology and value-creation professionals, combined with fully-integrated AI-driven capabilities to partner with founders and manager-owned teams. For more information, please visit www.southfieldcapital.com About Franchise FastLane Franchise FastLane provides franchise development services. It manages the entire franchisee sales lifecycle from initial lead generation to prospect qualification through to deal closure. FastLane works with franchisors to perfect their discovery process, bring qualified franchisee leads, and drive strong growth. FastLane leverages a rigorous diligence and onboarding process, industry-leading technology platform, and exceptional sales executives to drive successful franchise development for its franchisor clients. For more information, please visit www.franchisefastlane.com About Franchise Creator Franchise Creator specializes in identifying and guiding early-stage franchisors through concept validation, franchise readiness, and foundational growth planning, helping founders build strong, scalable franchise models and provides back-end services like bookkeeping and marketing. For more information, please visit www.franchisecreator.com  Investor Contact Jason Perlroth Principal, Head of Business Development, Southfield Capital Email: jperlroth@southfieldcapital.com Tel: 203 813 4117 Media Contact Taylor Ingraham / Max Rayden Email: tingraham@ascadvisors.com / mrayden@ascadvisors.com Tel: 203 992 1230
southfield capital acquires Contextual.ai to provide value creation
January 26, 2026
AI-driven Full-Service Business Contextual.io Complements Southfield Capital's Mission to Enhance Value Creation for Founders and Manager-Owners

Operational Excellence 

Build structure that scales. 

Leadership Depth

Build teams that can go the distance.

Strategic M&A

Build through thoughtful acquisition.

Technology & AI Enablement 

Build with better information.

A better way to build strong companies. 

Experience that strengthens everything you've built

Southfield’s partners have worked together for 16+ years on average
rare consistency in private equity. 


And that consistency creates: 

  • Shared judgment 
  • Deep trust 
  • Proven playbooks 
  • Pattern recognition you can count on 
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We bring the right expertise into the room at the right moment: 

  • Commercial leaders 
  • Operational specialists 
  • Technology & AI partners 
  • Talent strategists 
  • M&A experts 


We’re hands-on enough to help. Experienced enough to guide. Humble enough to collaborate.