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
View Our Approach Investment Criteria Portfolio
Testimonials

" They have a longer term perspective and we’re a perfect example... 40 years in partnership. "

David Smith, President
The RectorSeal Corporation
Investment 06/01/67
Testimonials

" Capital Southwest's long-term investment approach enables us to support exceptional business while other limited-life providers are forced to exit. "

Gerry Smith, President
Media Recovery, Inc.
Investment 11/04/97
Testimonials

" They have been very supportive of our business development strategies. They see the value of opportunities that may not be as evident to others on the surface. "

Ron Robinson, President
Alamo Group Inc.
Investment 04/30/69

Copyright 2011 Capital Southwest Corporation

Patient Capital for Exceptional Businesses