Capital Southwest

Dallas, United States Founded: 1961 • Age: 65 yrs
Private equity investment firm
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About Capital Southwest

Capital Southwest is a company based in Dallas (United States) founded in 1961.. The company has 30 employees as of March 31, 2024. Capital Southwest has completed 1 acquisition, including Tele-Town Hall. Capital Southwest offers products and services including Capital Solutions and Lending Services.

  • Headquarter Dallas, United States
  • Employees 30 as on 31 Mar, 2024
  • Stage Public
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Capital Southwest Corporation
Operational Areas
Financial Services → Private Capital & Alternative Investments
Financial Services → Private Capital & Alternative Investments
Key Metrics
  • Annual Revenue
    $157.73 M
    13.86
    as on Mar 31, 2024
  • Net Profit
    $69.86 M
    -16.23
    as on Mar 31, 2024
  • EBITDA
    $140.64 M
    6.26
    as on Mar 31, 2024
  • Latest Funding Round
    $295 M (USD), Debt – Conventional

    May 23, 2019

  • Investors
  • Employee Count
    30

    as on Mar 31, 2024

  • Investments & Acquisitions
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IPO & Listings of Capital Southwest

Capital Southwest is a publicly listed company on the NASDAQ with ticker symbol CSWC in USA, operating in the Miscellaneous sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

Exchange: NASDAQ · Ticker: CSWC . Sector: Miscellaneous · USA

Products & Services of Capital Southwest

Capital Southwest offers a comprehensive portfolio of products and services, including Capital Solutions and Lending Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Flexible capital solutions are offered for lower middle market businesses to facilitate growth through acquisitions and investments

Direct lending opportunities are provided up to $75 million, including club deals and other structures

People of Capital Southwest
Headcount 10-50
Employee Profiles 20
Board Members and Advisors 4
Employee Profiles
People
Ally Benson
Assistant Controller
People
James Stafford
Senior Accounting Manager
People
Matthew Silvey
Vice President
People
Brock Sutton
Senior Associate

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Board Members and Advisors
people
David R. Brooks
Chairman
people
Jack D. Furst
Director
people
Christine S. Battist
Director
people
Ramona Rogers-Windsor
Director

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Funding Insights of Capital Southwest

  • Total Funding
  • Total Rounds 2
  • Last Round Debt – Conventional — $295.0M
  • First Round

    (12 Dec 2017)

  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
May, 2019 Amount Debt – Conventional - Capital Southwest Valuation

investors

Dec, 2017 Amount Debt – Conventional - Capital Southwest Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Capital Southwest

Capital Southwest has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Mutual of Omaha Bank. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Commercial banking services including loans and deposits are provided.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Capital Southwest

Capital Southwest has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Tele-Town Hall. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Business telephony services are provided to companies by Tele-Town Hall.
2004
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Capital Southwest

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Capital Southwest Comparisons

Employees
+
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Competitors of Capital Southwest

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Frequently Asked Questions about Capital Southwest

When was Capital Southwest founded?

Capital Southwest was founded in 1961 and raised its 1st funding round 56 years after it was founded.

Where is Capital Southwest located?

Capital Southwest is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.

Who is the current CEO of Capital Southwest?

Michael Sarner is the current CEO of Capital Southwest.

How many employees does Capital Southwest have?

As of Mar 31, 2024, the latest employee count at Capital Southwest is 30.

What is the annual revenue of Capital Southwest?

Annual revenue of Capital Southwest is $157.73M as on Mar 31, 2024.

What does Capital Southwest do?

Founded in 1961 and based in Dallas, United States, Capital Southwest operates as a private equity investment firm. Flexible capital solutions are offered to lower middle market businesses to support growth through acquisitions and investments. Emphasis is placed on timely responsiveness, capital preservation, and alignment with portfolio company needs for long-term shareholder returns.

What products or services does Capital Southwest offer?

Capital Southwest offers Capital Solutions and Lending Services.

Is Capital Southwest publicly traded?

Yes, Capital Southwest is publicly traded on NASDAQ under the ticker symbol CSWC.

How many acquisitions has Capital Southwest made?

Capital Southwest has made 1 acquisition, including Tele-Town Hall.

Who are Capital Southwest's investors?

Capital Southwest has 1 investor. Key investors include Mutual of Omaha Bank.

What is Capital Southwest's ticker symbol?

The ticker symbol of Capital Southwest is CSWC on NASDAQ.

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