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Capital Southwest
-4.49%
Financial services / Business development company
At a Glance | Core Facts | Company Due Diligence: | Industry Due Diligence: | Competitors | Stock Swings | News | Income | Balance | Cash Flow | Growth | Enterprise | Ratios | Metrics | Dividends | Risks | SWOT | Porter's Five Forces | PEST | Score Positive | Clusters | Reports | WebOverview
Capital Southwest Corporation (CSWC) is a publicly traded business development company (BDC) that provides capital to middle market companies with annual revenues between $10 million and $200 million. The company primarily invests in the form of senior, unitranche, and second lien debt, and also makes equity investments in its portfolio companies.
Founded in 1961, Capital Southwest has a long history of providing capital and support to growing businesses. The company is headquartered in Dallas, Texas and is listed on the NASDAQ under the ticker symbol CSWC.
Capital Southwest's investment strategy focuses on partnering with experienced management teams to provide growth and expansion capital, as well as financing for acquisitions and recapitalizations. The company primarily targets companies in the industrial and energy sectors, but also has investments in the healthcare, consumer, and technology industries.
In addition to its investment operations, Capital Southwest also operates a wholly-owned subsidiary, CSW Industrials, which is a growing diversified industrial company that manufactures and sells industrial products across a variety of end markets.
Overall, Capital Southwest is committed to responsible and sustainable investing and seeks to achieve long-term growth and attractive risk-adjusted returns for its shareholders.
Founded in 1961, Capital Southwest has a long history of providing capital and support to growing businesses. The company is headquartered in Dallas, Texas and is listed on the NASDAQ under the ticker symbol CSWC.
Capital Southwest's investment strategy focuses on partnering with experienced management teams to provide growth and expansion capital, as well as financing for acquisitions and recapitalizations. The company primarily targets companies in the industrial and energy sectors, but also has investments in the healthcare, consumer, and technology industries.
In addition to its investment operations, Capital Southwest also operates a wholly-owned subsidiary, CSW Industrials, which is a growing diversified industrial company that manufactures and sells industrial products across a variety of end markets.
Overall, Capital Southwest is committed to responsible and sustainable investing and seeks to achieve long-term growth and attractive risk-adjusted returns for its shareholders.
What is special about the company?
There are a few key things that make the Capital Southwest company unique:
1. Long History: Capital Southwest has a long and successful history, with origins dating back to 1961. This makes it one of the oldest investment companies in the United States.
2. Investment Focus: The company primarily focuses on providing capital to middle-market companies, which are generally established and high-growth businesses with annual revenues of $50 million to $1 billion. This sets Capital Southwest apart from many other investment firms that may focus on larger or smaller companies.
3. Flexible Financing: Capital Southwest offers a variety of financing solutions including senior debt, unitranche loans, and equity securities. This allows the company to structure deals that are tailored to the specific needs of each portfolio company.
4. Long-Term Focus: Capital Southwest takes a long-term approach to its investments and seeks to partner with companies for several years. This patient capital approach allows companies to focus on long-term growth rather than short-term results.
5. Diverse Portfolio: Capital Southwest has a diverse portfolio of investments across a range of industries, including technology, healthcare, and industrial services. This helps mitigate risk and provides potential for growth in a variety of economic conditions.
6. Experienced Management: The company's management team has extensive experience in private equity investing and has a track record of successful investments and value creation.
Overall, the Capital Southwest company stands out for its long history, specialized focus, flexible financing options, long-term approach, diverse portfolio, and experienced management team.
1. Long History: Capital Southwest has a long and successful history, with origins dating back to 1961. This makes it one of the oldest investment companies in the United States.
2. Investment Focus: The company primarily focuses on providing capital to middle-market companies, which are generally established and high-growth businesses with annual revenues of $50 million to $1 billion. This sets Capital Southwest apart from many other investment firms that may focus on larger or smaller companies.
3. Flexible Financing: Capital Southwest offers a variety of financing solutions including senior debt, unitranche loans, and equity securities. This allows the company to structure deals that are tailored to the specific needs of each portfolio company.
4. Long-Term Focus: Capital Southwest takes a long-term approach to its investments and seeks to partner with companies for several years. This patient capital approach allows companies to focus on long-term growth rather than short-term results.
5. Diverse Portfolio: Capital Southwest has a diverse portfolio of investments across a range of industries, including technology, healthcare, and industrial services. This helps mitigate risk and provides potential for growth in a variety of economic conditions.
6. Experienced Management: The company's management team has extensive experience in private equity investing and has a track record of successful investments and value creation.
Overall, the Capital Southwest company stands out for its long history, specialized focus, flexible financing options, long-term approach, diverse portfolio, and experienced management team.
What the company's business model?
The Capital Southwest company is a business development company (BDC) that invests in and lends to small and mid-sized companies. Their business model involves providing capital (through debt and/or equity investments) and strategic support to these companies in order to help them grow and achieve their full potential. They focus on companies operating in various industries, such as energy, technology, industrial, and healthcare. In return, Capital Southwest aims to generate attractive returns for its shareholders through interest and dividend income, as well as capital appreciation of its invested companies. They also aim to maintain a well-diversified portfolio and actively manage their investments to mitigate risk and maximize returns.
Interesting facts about the company
1. The company was founded in 1961, making it one of the oldest publicly traded companies in Texas.
2. The original name of the company was Southwestern Life Insurance Company, as it primarily focused on the life insurance industry.
3. In 1976, the company changed its name to Capital Southwest Corporation and began to diversify its investments, moving away from exclusively focusing on the insurance sector.
4. The company is headquartered in Dallas, Texas, and has been in the same location since its founding.
5. Capital Southwest Corporation has been listed on the New York Stock Exchange since 1962, trading under the ticker symbol CSWC.
6. The company’s current portfolio includes investments in a variety of industries, including oil and gas, technology, retail, and manufacturing.
7. Capital Southwest Corporation has a long history of paying dividends to its shareholders, with an uninterrupted streak of 56 years.
8. The company is known for its conservative approach to investing, with a focus on long-term value creation rather than short-term gains.
9. Capital Southwest Corporation has a strong track record of successful investments, with some notable exits including the sale of Southwest Bank to Amegy Bank for $218 million in 2013 and the sale of Pacific Coast Producers to a private equity firm for $251 million in 2020.
10. The company has a strong commitment to corporate social responsibility and has been recognized for its dedication to environmental sustainability, community involvement, and diversity and inclusion initiatives.
See Company Due Diligence:
2. The original name of the company was Southwestern Life Insurance Company, as it primarily focused on the life insurance industry.
3. In 1976, the company changed its name to Capital Southwest Corporation and began to diversify its investments, moving away from exclusively focusing on the insurance sector.
4. The company is headquartered in Dallas, Texas, and has been in the same location since its founding.
5. Capital Southwest Corporation has been listed on the New York Stock Exchange since 1962, trading under the ticker symbol CSWC.
6. The company’s current portfolio includes investments in a variety of industries, including oil and gas, technology, retail, and manufacturing.
7. Capital Southwest Corporation has a long history of paying dividends to its shareholders, with an uninterrupted streak of 56 years.
8. The company is known for its conservative approach to investing, with a focus on long-term value creation rather than short-term gains.
9. Capital Southwest Corporation has a strong track record of successful investments, with some notable exits including the sale of Southwest Bank to Amegy Bank for $218 million in 2013 and the sale of Pacific Coast Producers to a private equity firm for $251 million in 2020.
10. The company has a strong commitment to corporate social responsibility and has been recognized for its dedication to environmental sustainability, community involvement, and diversity and inclusion initiatives.
See Company Due Diligence:
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