Capital Southwest Mergers and Acquisitions Summary

Business Development Company Profile

In the last 3 years, Capital Southwest has acquired 1 company. It has also invested in 1 other.

Capital Southwest’s most common sectors for investment arebusiness services (17%) and software (11%) . The Firm’s most common investment types include growth capital (36%) and buyout (lbo, mbo, mbi) (21%). In total, Capital Southwest has invested in 17 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2015 when it acquired Premiere Global Services for $1.0B.

In the last 3 years, Capital Southwest has exited 6 companies. The Firm’s most common exit type is secondary buyout (42%).

Join Mergr to view Capital Southwest’s full profile and discover more middle-market business development company investors just like it.

M&A Summary

M&A Total Activity60
- M&A Buy Activity48
- M&A Sell Activity12
Total Sectors Invested 23
Total Countries Invested 2
M&A Buy/Sell Connections 33
M&A Advisors 1

Capital Southwest

Transaction Criteria	Min	Max
Target Revenue	-	-
Target EBITDA	3	20
Investment Size	5	35
Enterprise Value	-	-
values in millions of USD

Transaction Criteria

Min

Max

Target Revenue

Target EBITDA

Investment Size

Enterprise Value

values in millions of USD

Year	≤ '19	'20	'21	'22	'23	'24	T
Buy (1.4/yr)	#	41	5	1	-	1	-	48
vol	$1.5B						$1.5B
Sell (1.4/yr)	#	5	1	4	-	1	1	12
	60

Year

≤ '19

'20

'21

'22

'23

'24

Buy (1.4/yr)

vol

$1.5B

Sell (1.4/yr)

Company	Date	Value	Type
USA DeBusk LLC	2024-05-01	-	Secondary Sale
Deer Park, Texas · www.usadebusk.com
Amware Fulfillment LLC	2023-03-01	-	Trade Sale
Lawrenceville, Georgia · www.amwarelogistics.com
GPT Industries	2023-01-30	-	Divestiture
Wheat Ridge, Colorado · www.gptindustries.com
Gexpro Services	2021-12-29	-	Merger
Coppell, Texas · www.gexpro.com
Danforth Advisors LLC	2021-12-17	-	Stake Sale
Waltham, Massachusetts · www.danforthadvisors.com
Vistar Media	2021-07-16	-	Trade Sale
New York, New York · www.vistarmedia.com
Food Technology and Design LLC	2021-06-08	-	Growth Capital
Sante Fe Springs, California · www.FoodPharma.com
Perform[cb] LLC	2021-05-05	-	Secondary Sale
Sarasota, Florida · www.performcb.com
California Pizza Kitchen, Inc.	2020-07-30	-	Bankruptcy
Costa Mesa, California · www.cpk.com
Coastal Television Broadcasting Co.	2020-06-11	-	Acquisition Financing
Anchorage, Alaska · www.youralaskalink.com
View All >>

Company

Date

Value

Type

USA DeBusk LLC

2024-05-01

Secondary Sale

Deer Park, Texas · www.usadebusk.com

Amware Fulfillment LLC

2023-03-01

Trade Sale

Lawrenceville, Georgia · www.amwarelogistics.com

GPT Industries

2023-01-30

Divestiture

Wheat Ridge, Colorado · www.gptindustries.com

Gexpro Services

2021-12-29

Merger

Coppell, Texas · www.gexpro.com

Danforth Advisors LLC

2021-12-17

Stake Sale

Waltham, Massachusetts · www.danforthadvisors.com

Vistar Media

2021-07-16

Trade Sale

New York, New York · www.vistarmedia.com

Food Technology and Design LLC

2021-06-08

Growth Capital

Sante Fe Springs, California · www.FoodPharma.com

Perform[cb] LLC

2021-05-05

Secondary Sale

Sarasota, Florida · www.performcb.com

California Pizza Kitchen, Inc.

2020-07-30

Bankruptcy

Costa Mesa, California · www.cpk.com

Coastal Television Broadcasting Co.

2020-06-11

Acquisition Financing

Anchorage, Alaska · www.youralaskalink.com

View All >>

Company	Acquired	Add-On/Sale	Date	#
GrammaTech, Inc.	2019-11-11	CodeSecure, Inc.	2023-09-05	1
Ithaca, New York · www.grammatech.com	Bethesda, Maryland · www.codesecure.com
BiOrigin Specialty Products	2016-08-26	Clearwater Paper Corp. - Ladysmith Wisconsin Facility	2018-08-21	1
Alpharetta, Georgia · www.bioriginsp.com	Spokane, Washington

Company

Acquired

Add-On/Sale

Date

GrammaTech, Inc.

2019-11-11

CodeSecure, Inc.

2023-09-05

Ithaca, New York · www.grammatech.com

Bethesda, Maryland · www.codesecure.com

BiOrigin Specialty Products

2016-08-26

Clearwater Paper Corp. - Ladysmith Wisconsin Facility

2018-08-21

Alpharetta, Georgia · www.bioriginsp.com

Spokane, Washington

Sector	Current #	Value	All-time #	Value
Business Services	4 (17%)	-	8 (17%)	-
Software	3 (13%)	-	5 (10%)	1.0B (68%)
Energy Services and Equipment	1 (4%)	-	4 (8%)	-
Healthcare Services	3 (13%)	-	4 (8%)	-
Information Technology	2 (8%)	-	4 (8%)	-
Distribution	1 (4%)	-	3 (6%)	-
Consumer Products	2 (8%)	-	2 (4%)	-
Life Science	1 (4%)	-	2 (4%)	-
Marketing	-	-	2 (4%)	-
Restaurants	-	-	1 (2%)	470M (32%)
Chemicals	-	-	1 (2%)	-
Consumer Services	-	-	1 (2%)	-
Engineering	1 (4%)	-	1 (2%)	-
Financial Services	1 (4%)	-	1 (2%)	-
Food	1 (4%)	-	1 (2%)	-
Forest Products	1 (4%)	-	1 (2%)	-
Internet Software and Services	-	-	1 (2%)	-
Manufacturing	1 (4%)	-	1 (2%)	-
Media	-	-	1 (2%)	-
Medical Products	1 (4%)	-	1 (2%)	-
Metals/Mining	1 (4%)	-	1 (2%)	-
Publishing	-	-	1 (2%)	-
Transportation	-	-	1 (2%)	-
Total	24	-	48	$1.5B

Sector

Current #

Value

All-time #

Value

Business Services

4 (17%)

8 (17%)

Software

3 (13%)

5 (10%)

1.0B (68%)

Energy Services and Equipment

1 (4%)

4 (8%)

Healthcare Services

3 (13%)

4 (8%)

Information Technology

2 (8%)

4 (8%)

Distribution

1 (4%)

3 (6%)

Consumer Products

2 (8%)

2 (4%)

Life Science

1 (4%)

2 (4%)

Marketing

2 (4%)

Restaurants

1 (2%)

470M (32%)

Chemicals

1 (2%)

Consumer Services

1 (2%)

Engineering

1 (4%)

1 (2%)

Financial Services

1 (4%)

1 (2%)

Food

1 (4%)

1 (2%)

Forest Products

1 (4%)

1 (2%)

Internet Software and Services

1 (2%)

Manufacturing

1 (4%)

1 (2%)

Media

1 (2%)

Medical Products

1 (4%)

1 (2%)

Metals/Mining

1 (4%)

1 (2%)

Publishing

1 (2%)

Transportation

1 (2%)

Total

$1.5B

State/Country	Current #	Value	All-time #	Value
United States	23 (96%)	-	47 (98%)	1.5B (100%)
	Texas	8 (33%)	-	18 (38%)	-
	Florida	1 (4%)	-	5 (10%)	-
	California	3 (13%)	-	4 (8%)	470M (32%)
	Illinois	3 (13%)	-	3 (6%)	-
	Georgia	1 (4%)	-	3 (6%)	1.0B (68%)
	New York	1 (4%)	-	2 (4%)	-
	Minnesota	1 (4%)	-	2 (4%)	-
	Tennessee	1 (4%)	-	1 (2%)	-
	Pennsylvania	1 (4%)	-	1 (2%)	-
	New Jersey	1 (4%)	-	1 (2%)	-
	Maryland	1 (4%)	-	1 (2%)	-
	Colorado	1 (4%)	-	1 (2%)	-
	Alaska	-	-	1 (2%)	-
	Virginia	-	-	1 (2%)	-
	North Carolina	-	-	1 (2%)	-
	Massachusetts	-	-	1 (2%)	-
	Arizona	-	-	1 (2%)	-
Channel Islands	1 (4%)	-	1 (2%)	-
Total	24	-	48	$1.5B

State/Country

Current #

Value

All-time #

Value

United States

23 (96%)

47 (98%)

1.5B (100%)

Texas

8 (33%)

18 (38%)

Florida

1 (4%)

5 (10%)

California

3 (13%)

4 (8%)

470M (32%)

Illinois

3 (13%)

3 (6%)

Georgia

1 (4%)

3 (6%)

1.0B (68%)

New York

1 (4%)

2 (4%)

Minnesota

1 (4%)

2 (4%)

Tennessee

1 (4%)

1 (2%)

Pennsylvania

1 (4%)

1 (2%)

New Jersey

1 (4%)

1 (2%)

Maryland

1 (4%)

1 (2%)

Colorado

1 (4%)

1 (2%)

Alaska

1 (2%)

Virginia

1 (2%)

North Carolina

1 (2%)

Massachusetts

1 (2%)

Arizona

1 (2%)

Channel Islands

1 (4%)

1 (2%)

Total

$1.5B

Type	Current #	Value	All-time #	Value
Growth Capital	7 (29%)	-	17 (35%)	-
Buyout (LBO, MBO, MBI)	6 (25%)	-	10 (21%)	-
Recapitalization	6 (25%)	-	8 (17%)	-
Secondary Buyout	3 (13%)	-	5 (10%)	-
Going Private	-	-	2 (4%)	1.5B (100%)
Divestiture	1 (4%)	-	2 (4%)	-
Stake Purchase	1 (4%)	-	2 (4%)	-
Acquisition Financing	-	-	1 (2%)	-
Venture	-	-	1 (2%)	-
Total	24	-	48	$1.5B

Type

Current #

Value

All-time #

Value

Growth Capital

7 (29%)

17 (35%)

Buyout (LBO, MBO, MBI)

6 (25%)

10 (21%)

Recapitalization

6 (25%)

8 (17%)

Secondary Buyout

3 (13%)

5 (10%)

Going Private

2 (4%)

1.5B (100%)

Divestiture

1 (4%)

2 (4%)

Stake Purchase

1 (4%)

2 (4%)

Acquisition Financing

1 (2%)

Venture

1 (2%)

Total

$1.5B

Type	Total #	Value
Secondary Sale	5 (42%)	-
Merger	2 (17%)	-
Bankruptcy	1 (8%)	-
Spin Off	1 (8%)	-
Stake Sale	1 (8%)	-
Trade Sale	1 (8%)	-
Trade Sale - Public Company	1 (8%)	-
Total	12	-

Type

Total #

Value

Secondary Sale

5 (42%)

Merger

2 (17%)

Bankruptcy

1 (8%)

Spin Off

1 (8%)

Stake Sale

1 (8%)

Trade Sale

1 (8%)

Trade Sale - Public Company

1 (8%)

Total

Legal	Deals
Sheppard Mullin	1

Legal

Deals

Sheppard Mullin

buy	#	Total
> $1B	1	$1.0B
$100M to $1B	1	$470M
TOTAL	$1.5B
Largest	Premiere Global Services, Inc. $1.0B (2015-12-08)

buy

Total

> $1B

$1.0B

$100M to $1B

$470M

TOTAL

$1.5B

Largest

Premiere Global Services, Inc.
$1.0B (2015-12-08)

		Deals
Acquired from
Investor(s)	13%	6 (13%)
Strategic(s)	4%	2 (4%)
Exited to
Investor(s)	50%	6 (50%)
Strategic(s)	33%	4 (33%)

Deals

Acquired from

Investor(s)

6 (13%)

Strategic(s)

2 (4%)

Exited to

Investor(s)

6 (50%)

Strategic(s)

4 (33%)

FAQ

When was Capital Southwest founded?

Capital Southwest was founded in 1961.

What type of investor is Capital Southwest?

Capital Southwest is a business development company.

Where is Capital Southwest headquartered?

Capital Southwest is headquartered in Dallas, Texas.

Capital Southwest Mergers and Acquisitions Summary

Business Development Company Profile

M&A Summary