Southfield Capital Closes Oversubscribed Fund IV at $560 Million
Funding | May 08, 2025 | Southfield Capital Advisors LL
Southfield Capital, a prominent private equity firm in the lower middle market, announced the final close of its latest fund, Southfield Capital IV, with $560 million in capital commitments. Fund IV was oversubscribed, demonstrating strong support from both existing and new institutional investors, including family offices, pension funds, and insurance companies from the U.S. and internationally. The firm plans to use these funds to invest in entrepreneur-led, growth-oriented business service companies, aiming to significantly scale their operations through both organic growth and targeted acquisitions. Managing Partner Andy Levison expressed gratitude for the trust of their investors and reinforced their commitment to unlocking value through strategic growth. Atlantic-Pacific Capital acted as the exclusive global placement agent and advisor for the fund.
Sectors
- Private Equity
- Investment Services
- Financial Services
Geography
- United States – Southfield Capital is based in Greenwich, CT, and the fund has attracted partners from across the U.S.
- International – The fund included new institutional investors from international markets, expanding its geographic reach.
Industry
- Private Equity – Southfield Capital operates in the private equity industry, focusing on investments in high-growth companies in the lower middle market, specifically in the business services sector.
- Investment Services – The article pertains to investment services as it discusses the closing of a significant investment fund and the strategies associated with scaling portfolio companies.
- Financial Services – The firm targets financial growth and investment strategies in its operations, aligning with the broader financial services sector.
Financials
- $560 million – The total capital commitments for Southfield Capital's Fund IV.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Southfield Capital | Private Equity Firm | Company | A private equity firm investing in high-growth, lower middle market companies. |
| Andy Levison | Managing Partner | Person | Managing Partner at Southfield Capital who commented on the fund's closing. |
| Atlantic-Pacific Capital | Global Placement Agent and Advisor | Company | Exclusive global placement agent and advisor for Southfield Capital Fund IV. |