Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments. It does not invest in startups, publicly traded companies, real estate developments, project finance opportunities, oil and gas exploration businesses, troubled companies, turnarounds, and companies in which significant senior management is departing. In lower middle market, the firm typically invests in growth financing, bolt-on acquisitions, new platform acquisitions, refinancing, dividend recapitalizations, sponsor-led buyouts, and management buyouts situations. The investment structures are Unitranche debt, subordinated debt, senior debt, first and second lien debt, and preferred and common equity. The firm makes equity co-investments alongside debt investments, up to 20% of total check and only makes non-control investments. It prefers to invest in Industrial manufacturing and services, value-added distribution, healthcare products and services, business services, specialty chemicals, food and beverage, tech-enabled services and SaaS models. The firm seeks to invest in energy services and products, industrial technologies, and specialty chemicals and products. Within energy services and products, the firm seeks to invest in each segment of the industry, including upstream, midstream and downstream, excluding exploration and production with a focus on differentiated products and services, equipment and tool rental, consumable products, and drilling and completion chemicals. Within industrial technologies, it seeks to invest in automation and process controls, handling and packaging equipment, industrial filtration and fluid handling, measurement, monitoring and testing, professional tools, and sensors and instrumentation. Within and specialty chemicals and products, the firm seeks to invest in businesses that develop and manufacture highly differentiated chemicals and products including adhesives, coatings and sealants, catalysts and absorbents, cosmeceuticals, fine chemicals, flavors and fragrances, performance lubricants, polymers, plastics and composites, chemical dispensing and filtration equipment, professional and industrial trade consumables and tools, engineered solutions for HVAC, plumbing, and electrical installations, specified high performance materials for fire protection and oilfield applications. It may also invest in exceptional opportunities in building products. The firm seeks to invest in the United States. The firm seeks to make investments ranging from $5 to $25 million in securities. It seeks to make equity investments ranging from $5 million to $50 million and debt investments between $5 million and $20 million and co-invest in transaction size up to $40 million. It prefers to invest in companies with revenues approaching above $10 million, profitable operations, historical growth rate of at least 15 percent per year. Within the lower middle market, it seeks to invest in with less than $15 million in EBITDA and also opportunistically invests in the upper middle market, generally defined as companies with EBITDA in excess of $50 million. In addition to making direct investments, the firm allocates capital to syndicated first and second lien term loans in the upper middle market. Criteria for Upper Middle Market Syndicated 1st Lien is EBITDA Size more than $30 million, Closing Leverage greater than 4 times, investment hold size between $5 million and $7 million, investment yield greater than 6.5%. Criteria for Upper Middle Market Syndicated 2nd Lien is EBITDA Size more than $50 million, Closing Leverage greater than 6 times, investment hold size between $5 million and $7 million, investment yield greater than 9%. It prefers to take a majority and minority stake. The firm has the flexibility to hold investments for very long period in its portfolio companies. It may also invest through warrants. The firm prefers to take Board participation in its portfolio companies. Capital Southwest Corporation was founded on April 19, 1961 and is based in Dallas, Texas. The 2025 version of the report offers detailed insights into the company's strategies, developments, outlook and drivers. In addition to SWOT Analysis and Financial Overview, the report analyzes key projects, business description, products, services, brands, operating locations, subsidiaries and affiliates of Capital Southwest Corporation.
Capital Southwest Corporation business operations across the value chain are included. Further, all major operating and planned locations, related contacts, details of subsidiaries and partnerships of Capital Southwest Corporation are also analyzed.
Detailed SWOT Analysis of the company including key strengths and weaknesses of Capital Southwest Corporation , on which it can build its business along with potential opportunities and threats in the near to medium term future are detailed.
Key employees of the company including the management team and board of directors are listed with their designations. Further, statistics on key parameters such as employee count, organization structure etc is provided.
Financial analysis of Capital Southwest Corporation including key ratios, income statement, cash flow statement and balance sheet are provided for the company. In addition, Key historical events, summary analysis of Capital Southwest Corporation and all latest updates of the company are provided.
The 2025 version of Capital Southwest Corporation report is presented after intensive primary and secondary research processes and it presents the insights in a complete impartial and reader friendly format.
TABLE OF CONTENTS
1.1 List of Tables
1.2 List of Figures
2 Introduction to the Company
2.1 Capital Southwest Corporation- Key Facts
2.2 Capital Southwest Corporation- Geographic Locations
2.3 Capital Southwest Corporation- Subsidiaries and Affiliates
2.4 Capital Southwest Corporation- Business Divisions
2.5 Capital Southwest Corporation- Key Employees
2.5.1 Management Team
2.5.2 Board of Directors
3. Capital Southwest Corporation Strategic Analysis Review
3.1 Capital Southwest Corporation- Key Strategies
3.2 Capital Southwest Corporation- Company Outlook Statement
3.3 Capital Southwest Corporation- SWOT Analysis
3.3.1 Capital Southwest Corporation- Key Strengths
3.3.2 Capital Southwest Corporation- Key Weaknesses
3.3.3 Capital Southwest Corporation- Potential Opportunities
3.3.4 Capital Southwest Corporation- Potential Threats
3.4 Capital Southwest Corporation- Key Competitors
4. Business Description of the Company
4.1 Capital Southwest Corporation- Business Overview
4.2 Capital Southwest Corporation- Operations by Segment
5 Products and Services Details
5.1 Capital Southwest Corporation- Key Products
5.2 Capital Southwest Corporation- Key Service Areas
5.3 Capital Southwest Corporation- Key Brands
6 Company Developments
6.1 Capital Southwest Corporation- Company History
6.2 Capital Southwest Corporation- Latest Developments
7 Financial Analysis
7.1 Capital Southwest Corporation- Income Statements
7.2 Capital Southwest Corporation- Balance Sheet
7.3 Capital Southwest Corporation- Cash Flow Statements
8 Competitors and Industry Analysis
8.1 Capital Southwest Corporation- Direct Competitors
8.2 Capital Southwest Corporation- Competitor Financial Ratios comparison
8.3 Capital Southwest Corporation- Competitor Stock Charts Comparison
8.4 Capital Southwest Corporation- Industry Analysis
9 Appendix
9.1 About SWOTreports
9.2 Sources and Methodology
9.3 Contact Information
P.S.Financial Analysis will be provided only for companies reporting financial data.
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