Company Capital Southwest Corporation

Equities

CSWC

US1405011073

Investment Management & Fund Operators

Market Closed - Nasdaq 04:00:00 2024-04-26 pm EDT 5-day change 1st Jan Change
25.89 USD +0.39% Intraday chart for Capital Southwest Corporation +3.31% +9.24%

Business Summary

Capital Southwest Corporation is an internally managed business development company. The Company is a middle market lending firm focused on supporting the acquisition and growth of middle market businesses with $5 million to $35 million investments across the capital structure, including first lien, second lien and non-control equity co-investments. It specializes in providing customized debt and equity financing to lower middle market (LMM) companies and debt capital to upper middle market (UMM) companies in a range of investment segments located primarily in the United States. Its investment objective is to produce attractive risk-adjusted returns by generating current income from the Company's debt investments and realizing capital appreciation from its equity and equity-related investments. It invests primarily in debt securities, including senior debt and second lien, and also invest in preferred stock and common stock alongside its debt investments or through warrants.

Number of employees: 26

Sales per Business

USD in Million2022Weight2023Weight Delta
Investment and Related Activities
100.0 %
88 100.0 % 102 100.0 % +16.15%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
88 100.0 % 102 100.0 % +16.15%

Managers

Managers TitleAgeSince
Chief Executive Officer 56 14-02-28
Director of Finance/CFO 51 15-07-13
Comptroller/Controller/Auditor - 16-12-31
Treasurer - -
Corporate Officer/Principal 46 15-06-25

Members of the board

Members of the board TitleAgeSince
Director/Board Member 52 19-07-30
Director/Board Member 65 14-07-20
Chief Executive Officer 56 14-02-28
Director/Board Member 55 17-12-31
Chairman 65 14-01-19
Director/Board Member 64 21-02-28

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 42,981,139 41,060,521 ( 95.53 %) 0 95.53 %

Shareholders

NameEquities%Valuation
Punch & Associates Investment Management, Inc.
1.819 %
781,986 1.819 % 20 M $
Van Eck Associates Corp.
1.702 %
731,498 1.702 % 18 M $
Pinnacle Summer Investments, Inc.
1.499 %
644,206 1.499 % 16 M $
Zuckerman Investment Group LLC
1.427 %
613,137 1.427 % 15 M $
609,120 1.417 % 15 M $
596,817 1.389 % 15 M $
Sound Income Strategies LLC
1.279 %
549,655 1.279 % 14 M $
Beacon Pointe Advisors LLC
0.9432 %
405,411 0.9432 % 10 M $
Invesco Capital Management LLC
0.8863 %
380,951 0.8863 % 10 M $
Two Sigma Investments LP
0.8817 %
378,964 0.8817 % 9 M $

Company contact information

Capital Southwest Corp

8333 Douglas Avenue Suite 1100

75225, Dallas

+214-238-5700

http://www.capitalsouthwest.com
address Capital Southwest Corporation(CSWC)
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