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capitalsouthwest.com

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Investments

65

Portfolio Exits

17

About Capital Southwest

Capital Southwest is a publicly-owned business development company with total assets of $486 million as of December 31, 2008. The firm invests in diverse industries, with typical investment sizes ranging from $5 million to $15 million of equity capital. Target companies will be near-profitable to $10 million EBITDA, and have historical growth of at least 20% per year in a market large enough to allow the company to achieve $100 million in revenues.

Capital Southwest Headquarter Location

12900 Preston Road Suite 700

Dallas, Texas, 75230,

United States

(972) 233-8242

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Expert Collections containing Capital Southwest

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Find Capital Southwest in 1 Expert Collection, including Pharma Startups.

P

Pharma Startups

5,090 items

Pharmaceutical companies working across drug discovery, drug development and drug manufacturing.

Latest Capital Southwest News

Capital Southwest Corporation : Oppenheimer ist weniger optimistisch

Sep 24, 2021

(marketscreener.com) Oppenheimer passt seine Empfehlung an und wechselt von Kaufen auf Neutral.https://de.marketscreener.com/kurs/aktie/CAPITAL-SOUTHWEST-CORPORA-8937/news/Capital-Southwest-Corporation-Oppenheimer-ist-weniger-optimistisch-36513184/?utm_medium=RSS&utm_content=20210924

Capital Southwest Investments

65 Investments

Capital Southwest has made 65 investments. Their latest investment was in FoodPharma as part of their Private Equity on June 6, 2021.

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Capital Southwest Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

6/9/2021

Private Equity

FoodPharma

No

New Harbor Capital

1

6/9/2021

Line of Credit

FoodPharma

Yes

1

8/18/2020

Line of Credit

Align Capital Partners

Yes

1

1/9/2019

Debt

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$99M

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10

2/21/2018

Debt

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$99M

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10

Date

6/9/2021

6/9/2021

8/18/2020

1/9/2019

2/21/2018

Round

Private Equity

Line of Credit

Line of Credit

Debt

Debt

Company

FoodPharma

FoodPharma

Align Capital Partners

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Amount

$99M

$99M

New?

No

Yes

Yes

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Co-Investors

New Harbor Capital

Sources

1

1

1

10

10

Capital Southwest Portfolio Exits

17 Portfolio Exits

Capital Southwest has 17 portfolio exits. Their latest portfolio exit was Cast & Crew Entertainment Services on December 10, 2018.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

12/10/2018

Acq - Fin - IV

EQT Partners

2

6/14/2018

Management Buyout

Management Buyout (MBO)

1

2/27/2018

Acq - Fin

Stone Point Capital

1

00/00/0000

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10

00/00/0000

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10

Date

12/10/2018

6/14/2018

2/27/2018

00/00/0000

00/00/0000

Exit

Acq - Fin - IV

Management Buyout

Acq - Fin

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Companies

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Valuation

Acquirer

EQT Partners

Management Buyout (MBO)

Stone Point Capital

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Sources

2

1

1

10

10

Capital Southwest Acquisitions

5 Acquisitions

Capital Southwest acquired 5 companies. Their latest acquisition was Deepwater Corrosion Services on December 19, 2018.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

12/19/2018

Shareholder Liquidity

$8M

Shareholder Liquidity

1

11/20/2017

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$99M

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10

3/29/1996

Leveraged Buyout

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$99M

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10

10/22/1993

Leveraged Buyout

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$99M

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10

5/27/1993

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$99M

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10

Date

12/19/2018

11/20/2017

3/29/1996

10/22/1993

5/27/1993

Investment Stage

Shareholder Liquidity

Leveraged Buyout

Leveraged Buyout

Companies

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Valuation

Total Funding

$8M

$99M

$99M

$99M

$99M

Note

Shareholder Liquidity

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Sources

1

10

10

10

10

Capital Southwest Team

6 Team Members

Capital Southwest has 6 team members, including current President, Gary L. Martin.

Name

Work History

Title

Status

Gary L. Martin

President

Current

Tracy L. Morris

Chief Financial Officer

Current

Kelly Tacke

Chief Financial Officer

Current

William M. Ashbaugh

Senior Vice President

Current

Joseph Armes

Hicks Holdings

Chief Executive Officer

Former

Name

Gary L. Martin

Tracy L. Morris

Kelly Tacke

William M. Ashbaugh

Joseph Armes

Work History

Hicks Holdings

Title

President

Chief Financial Officer

Chief Financial Officer

Senior Vice President

Chief Executive Officer

Status

Current

Current

Current

Current

Former

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