Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments. It does not invest in startups, publicly traded companies, real estate developments, project finance opportunities, oil and gas exploration businesses, troubled companies, turnarounds, and companies in which significant senior management is departing. In lower middle market, the firm typically invests in growth financing, bolt-on acquisitions, new platform acquisitions, refinancing, dividend recapitalizations, sponsor-led buyouts, and management buyouts situations. The investment structures are Unitranche debt, subordinated debt, senior debt, first and second lien debt, and preferred and common equity. The firm makes equity co-investments alongside debt investments, up to 20% of total check and only makes non-control investments. It prefers to invest in Industrial manufacturing and services, value-added distribution, healthcare products and services, business services, specialty chemicals, food and beverage, tech-enabled services and SaaS models. The firm seeks to invest in energy services and products, industrial technologies, and specialty chemicals and products. Within energy services and products, the firm seeks to invest in each segment of the industry, including upstream, midstream and downstream, excluding exploration and production with a focus on differentiated products and services, equipment and tool rental, consumable products, and drilling and completion chemicals. Within industrial technologies, it seeks to invest in automation and process controls, handling and packaging equipment, industrial filtration and fluid handling, measurement, monitoring and testing, professional tools, and sensors and instrumentation. Within and specialty chemicals and products, the firm seeks to invest in businesses that develop and manufacture highly differentiated chemicals and products including adhesives, coatings and sealants, catalysts and absorbents, cosmeceuticals, fine chemicals, flavors and fragrances, performance lubricants, polymers, plastics and composites, chemical dispensing and filtration equipment, professional and industrial trade consumables and tools, engineered solutions for HVAC, plumbing, and electrical installations, specified high performance materials for fire protection and oilfield applications. It may also invest in exceptional opportunities in building products. The firm seeks to invest in the United States. The firm seeks to make investments ranging from $5 to $25 million in securities. It seeks to make equity investments up to $5 million and debt investments between $5 million and $20 million and co-invest in transaction size upto $40 million. It prefers to invest in companies with revenues approaching above $10 million, profitable operations, historical growth rate of at least 15 percent per year. . Within the lower middle market, it seeks to invest in with less than $15 million in EBITDA and also opportunistically invests in the upper middle market, generally defined as companies with EBITDA in excess of $50 million. In addition to making direct investments, the firm allocates capital to syndicated first and second lien term loans in the upper middle market. Criteria for Upper Middle Market Syndicated 1st Lien is EBITDA Size more than $30 million, Closing Leverage greater than 4 times, investment hold size between $5 million and $7 million, investment yield greater than 6.5%. Criteria for Upper Middle Market Syndicated 2nd Lien is EBITDA Size more than $50 million, Closing Leverage greater than 6 times, investment hold size between $5 million and $7 million, investment yield greater than 9%. It prefers to take a majority and minority stake. The firm has the flexibility to hold investments for very long period in its portfolio companies. It may also invest through warrants. The firm prefers to take Board participation in its portfolio companies. Capital Southwest Corporation was founded on April 19, 1961 and is based in Dallas, Texas.
IPO Year:
Exchange: NASDAQ
Website: capitalsouthwest.com
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 10/7/2025 | Outperform → Mkt Perform | Raymond James | |
| 6/24/2025 | $25.00 | Mkt Perform → Mkt Outperform | Citizens JMP |
| 5/15/2024 | Mkt Outperform → Mkt Perform | JMP Securities | |
| 1/8/2024 | $23.50 | Buy → Neutral | B. Riley Securities |
| 4/11/2023 | $19.00 | Neutral | UBS |
| 12/9/2022 | $20.00 | Neutral → Buy | B. Riley Securities |
| 9/16/2022 | $18.00 | Neutral | B. Riley Securities |
| 9/24/2021 | Perform | Oppenheimer | |
| 8/4/2021 | $27.50 → $29.00 | Outperform | Raymond James |
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DALLAS, Jan. 30, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest" or the "Company") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, announced today the U.S. federal income tax treatment of its 2025 dividends. U.S. Federal Income Tax Treatment of 2025 Dividends Capital Southwest paid dividends totaling $2.56 per share that are attributable to the tax year ended December 31, 2025, which were comprised of 100.00% ordinary income, including net short-term capital gains. Further, the ordinary income was 73.89% taxed as ordinary incom
DALLAS, Jan. 22, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest," "CSWC" or the "Company") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, today announced that it has formed a joint venture with another private credit asset manager. The joint venture will be an off-balance sheet private fund that will invest primarily in first out senior secured debt opportunities in the lower middle market. The joint venture will be owned equally by Capital Southwest and its joint venture partner, with each holding a 50% equity interest. All in
DALLAS, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest," or the "Company") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce the hiring of Ryan Mullins as its newest Managing Director. "I am pleased to welcome Ryan to Capital Southwest and excited to have another experienced deal originator joining our team," stated Josh Weinstein, Chief Investment Officer of Capital Southwest. "Ryan's depth of direct lending experience coupled with his strong network will make a significant contribution to our inve
DALLAS, Jan. 15, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce its preliminary operating results for the third quarter of its 2026 fiscal year (quarter ended December 31, 2025) and its third quarter 2026 earnings release and conference call schedule. Capital Southwest's preliminary estimate of its third quarter 2026 pre-tax net investment income is in the range of $0.59 to $0.60 per share. The preliminary estimate of Capital Southwest's net investment inco
DALLAS, Dec. 09, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest," or the "Company") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses is pleased to announce the promotion of Grant Eason to Managing Director. "I am pleased to announce the promotion of Grant Eason to Managing Director," stated Josh Weinstein, Chief Investment Officer of Capital Southwest. "Grant has been with Capital Southwest for almost seven years and has demonstrated a proven track record of sourcing and underwriting quality investment opportunities. Grant has the
DALLAS, Nov. 19, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest" or the "Company") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce that its Board of Directors has declared monthly regular dividends of $0.1934 per share for each of January, February and March 2026 and a quarterly supplemental dividend of $0.06 per share payable in March 2026, each of which is detailed in the table below. The Company's regular monthly dividends for the quarter ending March 31, 2026 will be payable as follows: DeclaredEx-D
DALLAS, Nov. 03, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest," "CSWC" or the "Company") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, today announced its financial results for the second fiscal quarter ended September 30, 2025. Second Quarter Fiscal Year 2026 Financial Highlights Total Investment Portfolio: $1.9 billion Credit Portfolio of $1.7 billion 99% 1st Lien Senior Secured Debt$241.5 million in new committed credit investments during the quarterWeighted Average Yield on Debt Investments: 11.5%Current non-accruals wi
DALLAS, Oct. 15, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce its preliminary operating results for the second quarter of its 2026 fiscal year (quarter ended September 30, 2025) and its second quarter 2026 earnings release and conference call schedule. Capital Southwest's preliminary estimate of its second quarter 2026 pre-tax net investment income is in the range of $0.60 to $0.61 per share. The preliminary estimate of Capital Southwest's net investment
DALLAS, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (NASDAQ:CSWC) (the "Company", "Capital Southwest", "we", "us" and "our") is pleased to announce that it has priced an underwritten public offering of $350 million in aggregate principal amount of 5.950% notes due 2030 (the "Notes"). The Notes will bear interest at a rate of 5.950% per year, payable semi-annually, will mature on September 18, 2030 and may be redeemed in whole or in part at the Company's option at any time prior to August 18, 2030, at par plus a "make-whole" premium, and thereafter at par. The Notes will be issued to the public at a price of 99.345% of the aggregate principal amount of the Notes, result
DALLAS, Aug. 27, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest" or the "Company") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce that its Board of Directors has declared monthly regular dividends of $0.1934 per share for each of October, November, and December 2025 and a quarterly supplemental dividend of $0.06 per share payable in December 2025, each of which is detailed in the table below. The Company's regular monthly dividends for the quarter ending December 31, 2025 will be payable as follows: De
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Raymond James downgraded Capital Southwest Corp. from Outperform to Mkt Perform
Citizens JMP upgraded Capital Southwest Corp. from Mkt Perform to Mkt Outperform and set a new price target of $25.00
JMP Securities downgraded Capital Southwest Corp. from Mkt Outperform to Mkt Perform
B. Riley Securities downgraded Capital Southwest Corp. from Buy to Neutral and set a new price target of $23.50
UBS initiated coverage of Capital Southwest Corp. with a rating of Neutral and set a new price target of $19.00
B. Riley Securities upgraded Capital Southwest Corp. from Neutral to Buy and set a new price target of $20.00
B. Riley Securities resumed coverage of Capital Southwest Corp. with a rating of Neutral and set a new price target of $18.00
Oppenheimer initiated coverage of Capital Southwest Corp. with a rating of Perform
Raymond James reiterated coverage of Capital Southwest with a rating of Outperform and set a new price target of $29.00 from $27.50 previously
Hovde Group initiated coverage of Capital Southwest Corp. with a rating of Outperform and set a new price target of $24.00
Live Leadership Updates
DALLAS, April 01, 2021 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, announced the appointment of Ramona L. Rogers-Windsor as a new independent member of its board of directors on March 26, 2021. Ms. Rogers-Windsor is a senior finance executive with over 38 years of experience across multiple segments of the financial services industry including global investment management, public accounting audit, life insurance financial risk underwriting and retail brokerage. Ms. Rogers-Windsor
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DALLAS, Jan. 30, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest" or the "Company") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, announced today the U.S. federal income tax treatment of its 2025 dividends. U.S. Federal Income Tax Treatment of 2025 Dividends Capital Southwest paid dividends totaling $2.56 per share that are attributable to the tax year ended December 31, 2025, which were comprised of 100.00% ordinary income, including net short-term capital gains. Further, the ordinary income was 73.89% taxed as ordinary incom
DALLAS, Jan. 15, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce its preliminary operating results for the third quarter of its 2026 fiscal year (quarter ended December 31, 2025) and its third quarter 2026 earnings release and conference call schedule. Capital Southwest's preliminary estimate of its third quarter 2026 pre-tax net investment income is in the range of $0.59 to $0.60 per share. The preliminary estimate of Capital Southwest's net investment inco
DALLAS, Nov. 19, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest" or the "Company") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce that its Board of Directors has declared monthly regular dividends of $0.1934 per share for each of January, February and March 2026 and a quarterly supplemental dividend of $0.06 per share payable in March 2026, each of which is detailed in the table below. The Company's regular monthly dividends for the quarter ending March 31, 2026 will be payable as follows: DeclaredEx-D
DALLAS, Nov. 03, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest," "CSWC" or the "Company") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, today announced its financial results for the second fiscal quarter ended September 30, 2025. Second Quarter Fiscal Year 2026 Financial Highlights Total Investment Portfolio: $1.9 billion Credit Portfolio of $1.7 billion 99% 1st Lien Senior Secured Debt$241.5 million in new committed credit investments during the quarterWeighted Average Yield on Debt Investments: 11.5%Current non-accruals wi
DALLAS, Oct. 15, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce its preliminary operating results for the second quarter of its 2026 fiscal year (quarter ended September 30, 2025) and its second quarter 2026 earnings release and conference call schedule. Capital Southwest's preliminary estimate of its second quarter 2026 pre-tax net investment income is in the range of $0.60 to $0.61 per share. The preliminary estimate of Capital Southwest's net investment
DALLAS, Aug. 27, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest" or the "Company") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce that its Board of Directors has declared monthly regular dividends of $0.1934 per share for each of October, November, and December 2025 and a quarterly supplemental dividend of $0.06 per share payable in December 2025, each of which is detailed in the table below. The Company's regular monthly dividends for the quarter ending December 31, 2025 will be payable as follows: De
DALLAS, Aug. 06, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest," "CSWC" or the "Company") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, today announced its financial results for the first fiscal quarter ended June 30, 2025. First Quarter Fiscal Year 2026 Financial Highlights Total Investment Portfolio: $1.8 billion Credit Portfolio of $1.6 billion 99% 1st Lien Senior Secured Debt$113.4 million in new committed credit investments during the quarterWeighted Average Yield on Debt Investments: 11.8%Current non-accruals with a fa
DALLAS, July 15, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce its preliminary operating results for the first quarter of its 2026 fiscal year (quarter ended June 30, 2025) and its first quarter 2026 earnings release and conference call schedule. Capital Southwest's preliminary estimate of its first quarter 2026 pre-tax net investment income is in the range of $0.60 to $0.61 per share. The preliminary estimate of Capital Southwest's net investment income f
DALLAS, June 11, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest" or the "Company") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce a change to its regular dividend payment frequency from quarterly to monthly beginning in July 2025. In addition, the Company is pleased to announce that its Board of Directors has declared monthly regular dividends of $0.1934 per share for each of July, August, and September 2025 and a quarterly supplemental dividend of $0.06 per share payable in September 2025, each of which
DALLAS, May 14, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest," "CSWC" or the "Company") (NASDAQ:CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, today announced its financial results for the fourth fiscal quarter and year ended March 31, 2025. Fourth Quarter Fiscal Year 2025 Financial Highlights Total Investment Portfolio: $1.8 billion Credit Portfolio of $1.6 billion 99% 1st Lien Senior Secured Debt$146.2 million in new committed credit investments during the quarterWeighted Average Yield on Debt Investments: 11.7%Current non-accrual
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