Capital Southwest Mergers and Acquisitions Summary

Business Development Company Profile

In the last 3 years, Capital Southwest has acquired 2 companies. It has also invested in 2 others.

Capital Southwest’s most common sectors for investment arebusiness services (18%) and software (10%) . The Firm’s most common investment types include growth capital (36%) and buyout (lbo, mbo, mbi) (22%). In total, Capital Southwest has invested in 18 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 Activity62
    • M&A Buy Activity50
    • M&A Sell Activity12
  • Total Sectors Invested 23
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 32
  • M&A Advisors 1

Capital Southwest

8333 Douglas Avenue Suite 1100,
Dallas, Texas 75225
United States
(214) 238-5700
www.capitalsouthwest.com
request@capitalsouthwest.com

Capital Southwest Corp. is a credit focused business development company focused on providing financing to profitable, mid-sized companies throughout the US. The Firm doesn't have any sector preferences and will consider a variety of investment structures. Capital Southwest Corp. was originally established in 1961 and is headquartered in Dallas, Texas.


Investment Criteria

Sectors of Interest: Beverages, Business Services, Chemicals, Distribution, Energy Services and Equipment, Food, Forest Products, Healthcare Services, Information Technology, Internet Software and Services, Life Science, Manufacturing, Medical Products, Metals/Mining, Restaurants, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US

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

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.8/yr) # 41 5 1 - 2 1 50
vol $1.5B $1.5B
Sell (1.4/yr) # 5 1 4 - 1 1 12
  62

Most Recent M&A

Company Date Value Type
USA DeBusk LLC 2024-05-01 - Secondary Sale
Deer Park, Texas · www.usadebusk.com
Tru Fragrance + Beauty 2024-04-02 - Buyout (LBO, MBO, MBI)
Willowbrook, Illinois · www.trufragrance.com
FS Vector LLC 2023-05-25 - Growth Capital
Washington, District of Columbia · www.fsvector.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
View All >>

Portfolio M&A

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

M&A by Sector

Sector Current # Value All-time # Value
Business Services 5 (19%) - 9 (18%) -
Software 3 (12%) - 5 (10%) 1.0B (68%)
Energy Services and Equipment 1 (4%) - 4 (8%) -
Healthcare Services 3 (12%) - 4 (8%) -
Information Technology 2 (8%) - 4 (8%) -
Consumer Products 3 (12%) - 3 (6%) -
Distribution 1 (4%) - 3 (6%) -
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 26 - 50 $1.5B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 25 (96%) - 49 (98%) 1.5B (100%)
  Texas 8 (31%) - 18 (36%) -
  Florida 1 (4%) - 5 (10%) -
  Illinois 4 (15%) - 4 (8%) -
  California 3 (12%) - 4 (8%) 470M (32%)
  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%) -
  District of Columbia 1 (4%) - 1 (2%) -
  Colorado 1 (4%) - 1 (2%) -
  Virginia - - 1 (2%) -
  North Carolina - - 1 (2%) -
  Massachusetts - - 1 (2%) -
  Arizona - - 1 (2%) -
  Alaska - - 1 (2%) -
Channel Islands 1 (4%) - 1 (2%) -
Total 26 - 50 $1.5B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 8 (31%) - 18 (36%) -
Buyout (LBO, MBO, MBI) 7 (27%) - 11 (22%) -
Recapitalization 6 (23%) - 8 (16%) -
Secondary Buyout 3 (12%) - 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 26 - 50 $1.5B

Exits by Deal Type

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 -

Top M&A Advisors

Legal Deals
Sheppard Mullin
 1

Deal Values

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

M&A Connections

Deals
Acquired from
Investor(s)
12%
6 (12%)
Strategic(s)
4%
2 (4%)
Exited to
Investor(s)
50%
6 (50%)
Strategic(s)
33%
4 (33%)

Investor Summary

Investor Type

Business Development Company

Size

Middle-Market

Established

1961

Specialist/Generalist

Generalist

Leadership

Bowen Diehl

President, CEO & Director

Joshua Weinstein

Senior Managing Director & CIO

Michael Sarner

CFO

Chris Rehberger

Executive Vice President & Treasurer

Ryan Kelly

Managing Director

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.

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