CAPITAL SOUTHWEST CORP

Capital Southwest Corporation is a business development company that provides credit and equity financing to lower middle market companies in North America. The firm structures investments across multiple debt instruments—including unitranche, senior, subordinated, and first and second lien debt—alongside selective equity co-investments of up to 20 percent of total check size. Typical investment sizes range from $5 million to $25 million, with financing capacity extending to $75 million. The company maintains a non-control investment approach and requires portfolio companies to have minimum EBITDA between $3 million and $25 million.

The firm focuses on specific sectors including industrial manufacturing and services, value-added distribution, healthcare products and services, business services, specialty chemicals, food and beverage, and technology-enabled services. Within energy services, industrial technologies, and specialty chemicals, Capital Southwest targets differentiated businesses across upstream, midstream, and downstream segments (excluding exploration and production), as well as automation, filtration, measurement, and high-performance chemical applications. The company also allocates capital to syndicated term loans in the upper middle market.

Headquartered in Dallas, Texas, Capital Southwest operates with approximately 30 full-time employees and focuses exclusively on U.S. and North American investment opportunities. The firm maintains board participation in portfolio companies and demonstrates flexibility in holding investments for extended periods, supported by an active network of co-investors.