Capital Southwest Corporation (NASDAQ: CSWCZ) is a closed-end, non-diversified management investment company that seeks to generate current income and capital appreciation through a diversified portfolio of debt and equity securities. The firm focuses on middle-market companies in the United States, targeting businesses with annual earnings before interest, taxes, depreciation and amortization (EBITDA) typically between $10 million and $75 million. Its investment approach combines senior secured loans, subordinated debt and equity co-investments to achieve a balanced risk-return profile.
Since its inception in 1961, Capital Southwest has deployed capital across a range of industries, including healthcare, manufacturing, business services and consumer products. The company conducts thorough due diligence and structuring to secure attractive yield opportunities and downside protection. Its external investment adviser, Capital Southwest Management L.P., sources transactions through a network of relationships with private equity sponsors, intermediaries and corporate executives, with a focus on controlling or significant minority positions in portfolio companies.
Headquartered in Dallas, Texas, Capital Southwest has maintained a U.S.-only investment mandate, enabling the team to leverage deep market knowledge and hands-on portfolio monitoring. Over its history, the company has navigated multiple economic cycles, supporting growth and recapitalization initiatives for its portfolio businesses. The company’s board of directors and executive management team bring a combination of investment, operational and industry experience, guiding Capital Southwest’s long-term strategy and governance framework.
AI Generated. May Contain Errors.
MarketBeat All Access