Capital Southwest is a publicly–owned business development company with net assets of $628.7 million as of March 31, 2012. We provide patient capital to exceptional businesses with significant growth potential. As a public company, we have the flexibility to hold investments indefinitely, which has provided the management teams of our holdings a stable ownership platform since 1961.
Capital Southwest is a business development company with a refreshingly different investment mindset.
Learn about The Success Curve™
- More Than Money
- Types of Financing
- Differentiated Approach
- History
More Than Money
In addition to capital, we provide our portfolio companies many services to ensure success:
- Active board representation
- Transitional leadership and executive recruiting
- Attention and experienced advice
- Corporate finance strategy and modeling
- Acquisition sourcing, advisory, due diligence and negotiation
Types of Financing
We have multiple types of financing to help grow and expand your business:
- Growth capital
- Management-led buyouts
- Acquisition financings
- Minority recapitalizations
Differentiated Approach
- We have a history of holding non-control positions for decades. Most of our initial investments are minority positions; however, we have attained majority ownership of several businesses as co-investors (and some managers) desired liquidity.
- As a perpetual concern, we are never “between funds,” and are able to provide subsequent growth capital to companies.
- As a public company, we are open-minded about the timing of exiting our investments. When significant growth is on the horizon, selling may not be wise.
History
Successful investment strategy: net assets are over 100 times the initial $1.25 per share in 1961
- One of nation’s oldest sources of equity capital
- Publicly-owned since 1961 (only capital raised)
- Sustained growth to over $500 million of total assets
- Over 215 companies funded since inception
