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 27, 2026
Acquisition strengthens Protos’ overall integrated protection solutions offering through the addition of enhanced intelligence, executive protection, and consulting services Greenwich, CT – April 27, 2026 – Southfield Capital (“Southfield”), a premier lower middle market private equity firm, announced today that Security Services Holdings LLC, (“Protos”), a Southfield portfolio company and a leading national tech-enabled managed services security provider in North America, has acquired AT-RISK International (“AT-RISK”), a globally-recognized provider of executive and general protective services, intelligence, and risk consulting services. Since its founding in 2006, Protos has established itself as a leading tech-enabled managed security services provider with a unique service model that provides clients with access to a comprehensive security service network. The partnership with AT-RISK marks a significant milestone in Protos’ long-term strategy of building a category-leading, software-enabled integrated protection platform with substantial reach and a differentiated mix of high-value specialized services designed to address the increasingly complex and evolving security needs of its clients. By acquiring AT-RISK, Protos now has the ability to solidify its position as a market leading provider of off-duty and specialized services, as well as further advance its differentiated managed services provider model. AT-RISK, which was founded in 2013 and is headquartered in Washington D.C., brings deep domain expertise across risk consulting, investigations, threat assessments, global risk monitoring and protective services, including executive, residential, event, and asset protection. These capabilities enhance Protos’ existing platform and position the company to meet rising demand for intelligence-led, end-to-end security solutions among enterprise and high-net-worth clients. “This acquisition marks an important milestone in our growth strategy as we look to continue expanding our addressable market and tap into additional high-growth areas,” said Mark Hjelle, CEO of Protos. “AT-RISK’s specialized capabilities perfectly complement our existing platform, and our combined offering better equips us to continue providing industry leading solutions that allow our clients to navigate their evolving security needs.” Southfield Partner, Brandon Pinderhughes, commented, “Protos continues to execute on its disciplined acquisition strategy focused on building a scaled, differentiated provider of protection solutions. The addition of AT-RISK represents an important step in this evolution, and we are excited to continue supporting Mark and the Protos team in this next phase of the Company’s growth story.” The partnership with AT-RISK represents Protos’ 12th acquisition since partnering with Southfield. 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 Protos Security Protos Security is a leading tech-enabled managed security services provider offering physical guarding, off-duty officers, specialized and remote monitoring services for a diverse customer base across North America. Through a unique managed services model, clients gain access to a vast and agile provider network for security service delivery. Protos’ unwavering commitment to innovation paired with real-time security program data insights ensures that Protos is a relentless advocate for clients and their people. For more information, please visit www.protossecurity.com
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.

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.