Southfield Mezzanine Capital

Overview

Southfield Mezzanine Capital is a private equity firm specializing in providing mezzanine financing to lower middle-market companies throughout the United States. Established in 2013 as a dedicated mezzanine strategy of Southfield Capital, the firm focuses on offering flexible capital solutions to support acquisition and growth financings, as well as recapitalizations. Their investment approach is industry-agnostic, targeting businesses with a minimum EBITDA of $3 million and investment sizes ranging from $5 million to $20 million per platform, with potential for larger investments through co-investment opportunities. The firm's investment strategy encompasses unitranche and subordinated debt, as well as preferred and common equity co-investments, catering to both sponsored and non-sponsored transactions. Southfield Mezzanine Capital has a history of partnering with experienced management teams and private equity sponsors across various industry verticals, aiming to build lasting relationships and provide responsive, dependable, and flexible investment solutions. In April 2024, Southfield Mezzanine Capital announced an investment in Total Access Elevator, a company providing elevator modernization, maintenance, and repair services in the greater Los Angeles area. This investment highlights the firm's commitment to supporting growth-oriented businesses in the lower middle market, leveraging its expertise to drive value through strategic partnerships and tailored financing solutions.

Investment Focus

• Minimum EBITDA of $3 million
• Investment size per platform: $5 million to $20 million
• Industry agnostic
• Flexible capital approach including unitranche and subordinated debt, preferred and common equity co-investments
• Open to both sponsored and non-sponsored transactions

Portfolio Companies