Acquire thoughtfully.
Seek profitable businesses with durable cash flow, a defensible customer base, and an owner ready for a transition.
PRIVATE HOLDING COMPANY · EST. 2022
We acquire and operate essential businesses across the Southern US, building lasting value through disciplined operations and long-term ownership.
Our approach
A CLEAR DIRECTION.
Real businesses.
Lasting foundations.
OUR MARKETLower middle market
OUR REGIONSouthern United States
OUR STRUCTUREControl acquisitions
OUR HORIZONLong-term ownership
01 / OUR APPROACH
A good business takes years to build.
We intend to give it the time it deserves.
South Forty Holdings is a private holding company formed in 2022 to acquire and operate profitable, founder and family owned businesses. We take control positions with the intention of holding and running companies for the long term.
Our work begins with the fundamentals: stronger financial reporting, a capable back office, and consistent operating discipline. We reinvest cash flow to build better businesses over time.
Operating performance first. Multiple expansion second.
THE WAY WE WORK
Seek profitable businesses with durable cash flow, a defensible customer base, and an owner ready for a transition.
Bring an operator’s perspective to the decisions that matter, from financial visibility to day-to-day execution.
Reinvest in the business and compound value over a long holding period. Let operating results drive returns.
02 / INVESTMENT FOCUS
We focus on lower middle market businesses that serve the everyday needs of industry, communities, and homeowners across the Southern US.
Supporting the facilities and operations that keep industry moving.
The specialized businesses behind the built environment.
Services that sustain essential networks and infrastructure.
Keeping homes maintained, comfortable, and working well.
WHAT WE LOOK FOR
ALIGNED CAPITAL
We invest alongside capital partners,
one acquisition at a time.
As an independent sponsor, South Forty arranges committed capital for each transaction rather than investing from a blind pool. Partners evaluate the specific business, the operating plan, and the opportunity before committing.
The goal is straightforward: align ownership around the work of building a stronger business over the long term.
Discuss a capital partnership03 / LEADERSHIP
FOUNDER · SOUTH FORTY HOLDINGS
Chad built and sold a construction services business before turning his focus to acquiring and operating lower middle market companies.
Today, he also advises business owners on mergers and acquisitions. That experience brings both the seller’s perspective and the operator’s playbook to South Forty: an understanding of what an owner has built and what it takes to carry it forward.
Connect with ChadLET’S TALK
For business owners considering a transition, capital partners, and advisors with an opportunity to share.