Capital Southwest Corporation

Profile

Capital Southwest (NASDAQ: CSWC), is an internally-managed, credit-focused BDC that is an active lender to middle market companies across the capital structure. CSWC provides flexible capital that fills financing needs that traditional first lien senior lenders are unwilling to meet. In particular, CSWC is well-positioned to finance lower middle market businesses with $3 to $12 million of EBITDA.


The Company is managed by an investment team with decades of experience working with one another. The firm and all of its employees are located in Dallas, Texas.

Investment Criteria:
- $5 to $50 million financings with active network of co-investors
- $5 to $20 million commitment size per deal
- Minimum EBITDA of $3 million
- A management team with a proven track record, motivated by
continued ownership;
- An established market position and history of positive cash flow
- US-based

Investment Structures:
- Unitranche debt (network of first out senior lending relationships)
- First Lien debt
- Second Lien debt
- Subordinated debt
- Preferred and common equity
- Flexibility to invest across multiple securities
- Equity co-investments alongside debt investments, up to 20% of
total check
- Non-control investor