Investment Summary

Capital Southwest Invests In R.J. O Brien & Associates

On May 1, 2017, business development company Capital Southwest invested in financial services company R.J. O Brien & Associates

Investment Highlights
  • This is Capital Southwest’s 1st transaction in the Financial Services sector.
  • This is Capital Southwest’s 19th transaction in the United States.
  • This is Capital Southwest’s 1st transaction in Illinois.

Investment Summary
Date 2017-05-01
Target R.J. O Brien & Associates
Sector Financial Services
Investor(s) Capital Southwest
Deal Type Growth Capital

Target

R.J. O Brien & Associates

Chicago, Illinois, United States
R.J. O'Brien & Associates is an independent futures brokerage and clearing firm in the United States. RJO offers the state-of-the-art in order entry technology coupled with 24-hour execution and clearing on every futures exchange worldwide. Clearing more than 80,000 client accounts, the firm provides a full range of services to the industry’s largest global network of introducing brokers (IBs) and to commercial, institutional, international, and individual investors. R.J. O'Brien & Associates is based in Chicago, Illinois.

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Investor(S) 1

Investor

Capital Southwest

Investor Investor Investor Investor Investor

Category Business Development Company
Founded 1961
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

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.

DEAL STATS #
Overall 19 of 49
Sector (Financial Services) 1 of 1
Type (Growth Capital) 7 of 17
State (Illinois) 1 of 4
Country (United States) 19 of 48
Year (2017) 3 of 9
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-03-13 Binswanger Glass

Memphis, Tennessee, United States

Binswanger Glass is a provider of repair, replacement, remodeling as well as new construction and installation services for a full suite of architectural glass and aluminum products, serving commercial, residential, and automotive aftermarket customers. Binswanger Glass was formed in 1872 and is based in Memphis, Tennessee.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-06-01 Tax Advisors Group

Dallas, Texas, United States

Tax Advisors Group is a provider of property tax consulting firm with a national reach that specializes in minimizing Texas business personal property taxes. Tax Advisors Group was founded in 2001 and is based in Dallas, Texas.

Buy -
Mergr

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Company

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