Southern States Investment Holdings

Overview

Southern States Investment Holdings is a private investment firm focused on the electric energy sector. Established in 2018, the firm invests alongside owners and managers of profitable and growing companies in the lower middle market electric energy sector, with enterprise values generally up to $50 million. Their mission is to diversify through investments in companies serving global electric power markets and to grow consolidated revenue outside Southern States LLC to $150 million by 2027. The firm emphasizes long-term investments, independent operations, and collaboration between companies when beneficial. They seek businesses with unique products, services, or strategies that don't follow mainstream market trends and prefer to partner with existing management teams to accelerate growth strategies. Their investment philosophy is centered on being good stewards to ensure the business can live on long after they are gone. The firm has a strong track record of innovation and growth, leveraging the unique positioning of Southern States LLC, a leading provider of essential grid components and services for over a century. They have built a group of more than ten complementary companies that have proven the value of their mission. Their strategy includes investing for the long term, keeping each company's operations independent, and fostering collaboration when it makes sense. They are attracted to businesses with products, services, technologies, or strategies that don't follow mainstream market trends and prefer to partner with existing management teams to accelerate existing growth strategies. Their investment philosophy is centered on being good stewards during their time so that the business can live on long after they are gone.

Investment Focus

• Profitable companies
• Growing companies
• Enterprise values up to $50 million
• Alignment with firm's values
• Independent operations

Portfolio Companies