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

April 17, 2026
Greenwich, CT – April 17, 2026 – Southfield Capital’s Transformation Partner Bob Root recently appeared on Nasdaq Trade Talks to discuss how Southfield, through its acquisition and integration of Contextual.io, is positioned as the technology leader in the lower middle market. Together, Southfield and Contextual are delivering customized AI-driven solutions to founder and family-owned businesses in the lower middle market, improving operational efficiency and identifying new sources of revenue and lines of business. Watch Bob's segment here: www.nasdaq.com/videos/integrating-ai-private-equity-investment-banking-operations The views and opinions expressed in this video are those of the speakers and are subject to change at any time. These views may not necessarily reflect the views of Southfield Capital LP. This content is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security.
March 24, 2026
Institutional Partnership with Southfield to Further Metric’s Expansion and Acceleration of Global Footprint as a Market Leader in the Specialist Search & Recruitment Space Greenwich, CT – March 24, 2026 – Southfield Capital (“Southfield”), a premier lower middle market private equity firm, today announced that it has made a majority investment in Metric Search, Ltd. (“Metric,” or the “Company”), a leading specialized provider of talent solutions and human capital placement services for niche, high-growth sectors, including MedTech, life sciences, engineering, and data centers. Founded in New York in 2019, Metric has quickly established itself as an industry leader in the executive search and talent solutions space with over 130 consultants globally across seven offices in the U.S. and UK. The Company, which delivers senior and executive-level search through four specialist sub-brands – Metric Geo (Engineering and Infrastructure), Metric DCX (Data Centers), Metric Bio (Life Sciences and MedTech), and Metric Exec (C-suite and PE-backed executive search) – has been recognized in the Financial Times FT1000 list of fastest-growing companies in both 2025 and 2026. Metric Founder & CEO, Joe Jani, will remain in his position as part of the firm’s management team and work alongside Southfield to continue executing on the next phase of the Company’s ambitious growth strategy. Joe Jani commented, “This is a defining moment, not because of the capital, but because of what it represents. Every decision we have made since 2019 has been about staying disciplined, staying specialist, and earning the trust of the clients and candidates we work with. Our sectors, Data Centers, Life Sciences, Infrastructure, and Engineering, are at the center of the most important capital flows in the global economy, and the cost of getting talent wrong in those markets is high. Metric exists to solve that problem, and with Southfield’s backing we now have the platform, the resources, and the team to do it at scale.” Metric’s strong management team, specialized micro niche-focused service strategy, unique internal recruitment and training model, and strong client value proposition, position it to continue capitalizing on the emerging imbalances across the labor market. Partnering with Southfield now provides Metric with significant runway and support for both organic and inorganic growth within the highly fragmented industry, while also expanding its service offerings to better serve their current and future clientele. “We were immediately impressed by the differentiated offering Metric has created since its founding in 2019, especially in a market that is often commoditized,” said Chris Grambling, Partner at Southfield Capital. “Their focus on sectors with structural talent scarcity, together with their depth of expertise and track record within those sectors, has allowed them to establish an exceptional, best-in-class, and highly scalable platform. We are excited to be partnering with Joe and the rest of the Metric team as part of their ambition to be a global leader in the specialist executive search space.” Having invested in more than 100+ entrepreneur-built businesses since 2002, Southfield’s majority investment in Metric is the third platform made from its current flagship fund, Southfield Capital IV. Tree Line Capital Partners provided debt financing. Finn Dixon & Herling LLP and Simmons & Simmons LLP provided legal counsel to Southfield. Houlihan Lokey acted as the exclusive financial advisor to Metric. 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 Metric Search Metric is a specialist executive search and talent solutions firm, operating across Engineering, Infrastructure, Data Centers, Life Sciences, and MedTech. Founded in New York in 2019 by Joe Jani, Metric has grown to over 130 consultants across seven global offices, serving clients through four specialist sub-brands: Metric Geo, Metric DCX, Metric Bio, and Metric Exec. Recognized on the FT1000 list of fastest-growing companies in 2026, Metric has established a reputation for sector depth, delivery quality, and long-term client and candidate relationships. For more information, please vis it www.metricsearch.com

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.