Capital Southwest Corporation (CSWC)
NASDAQ: CSWC · IEX Real-Time Price · USD
25.33
-0.16 (-0.63%)
At close: Jun 14, 2024, 4:00 PM
25.48
+0.15 (0.59%)
After-hours: Jun 14, 2024, 7:59 PM EDT

Company Description

Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments.

It does not invest in startups, publicly traded companies, real estate developments, project finance opportunities, oil and gas exploration businesses, troubled companies, turnarounds, and companies in which significant senior management is departing.

In lower middle market, the firm typically invests in growth financing, bolt-on acquisitions, new platform acquisitions, refinancing, dividend recapitalizations, sponsor-led buyouts, and management buyouts situations.

The investment structures are Unitranche debt, subordinated debt, senior debt, first and second lien debt, and preferred and common equity.

The firm makes equity co-investments alongside debt investments, up to 20% of total check and only makes non-control investments.

It prefers to invest in Industrial manufacturing and services, value-added distribution, healthcare products and services, business services, specialty chemicals, food and beverage, tech-enabled services and SaaS models.

The firm seeks to invest in energy services and products, industrial technologies, and specialty chemicals and products.

Within energy services and products, the firm seeks to invest in each segment of the industry, including upstream, midstream and downstream, excluding exploration and production with a focus on differentiated products and services, equipment and tool rental, consumable products, and drilling and completion chemicals.

Within industrial technologies, it seeks to invest in automation and process controls, handling and packaging equipment, industrial filtration and fluid handling, measurement, monitoring and testing, professional tools, and sensors and instrumentation.

Within and specialty chemicals and products, the firm seeks to invest in businesses that develop and manuf

Capital Southwest Corporation
Capital Southwest logo
Country United States
Industry Asset Management
Sector Financials
Employees 27
CEO Bowen S. Diehl

Contact Details

Address:
8333 Douglas Ave, Suite 1100
Dallas, Texas 75225
United States
Phone (214) 238-5700
Website capitalsouthwest.com

Stock Details

Ticker Symbol CSWC
Exchange NASDAQ
Fiscal Year April - March
Reporting Currency USD
CIK Code 0000017313
CUSIP Number 140501107
ISIN Number US1405011073
Employer ID 75-1072796

Key Executives

Name Position
Bowen S. Diehl President, Chief Executive Officer and Director
Joshua S. Weinstein CFA Senior Managing Director
Michael Scott Sarner Chief Financial Officer, Chief Compliance Officer, Secretary and Treasurer
James Stafford Accounting Manager
Ryan Kelly Managing Director
Chris Rehberger Vice President of Finance and Treasurer
Amy Baker Controller
Spencer Klein Principal
Grant Eason Principal
Will Riley Vice President

Latest SEC Filings

Date Type Title
May 31, 2024 DEFA14A Additional definitive proxy soliciting materials and Rule 14(a)(12) material
May 31, 2024 DEF 14A Other definitive proxy statements
May 21, 2024 424B3 Prospectus
May 21, 2024 8-K Current Report
May 21, 2024 10-K Annual Report
May 14, 2024 8-K Current Report
Mar 21, 2024 8-K Current Report
Jan 31, 2024 8-K Current Report
Jan 30, 2024 424B3 Prospectus
Jan 30, 2024 10-Q Quarterly Report