PE  Capitala Group

https://www.capitalagroup.com





     Office Locations:

11911 Freedom Drive, Suite 1010
Reston, VA 20190
Phone: 703-995-2162

Get all office locations for this firm with a National Database subscription or Southern California Database subscription.
 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Consumer Products & Services
  • Energy & Clean Tech
  • Information Technology
  • Life Sciences & Healthcare
  • Manufacturing & Industrial
  • Medical Device
  • Retail & Restaurant

  •  

    Description:

    Capitala Group (formerly known as CapitalSouth) is a leading provider of capital to lower and traditional middle-market companies through its family of credit focused funds. Since 1998, Capitala Group's managed funds have participated in transactions representing over $1 billion of investments in a variety of industries throughout North America. CapitalSouth Growth Fund (CSGF) is a private investment vehicle providing debt and control and minority equity financing to sponsored and non-sponsored lower middle market companies throughout the United States. Investment Criteria: Invests $3-$10MM per transaction; Focus on companies with less than $4.5MM of TTM EBITDA; Invests across the capital structure, providing stretch senior and subordinated debt, as well as minority and control equity capital; Invests in the United States. Capitala Private Credit Fund V (PCFV) is a private investment vehicle making debt and equity investments in lower and traditional middle market companies. Investment Criteria: Invests $5-$25MM per transaction; Focus on companies with greater than $3.0 of TTM EBITDA; Invests primarily in first and second lien loans and subordinated debt, with the ability to make minority equity co-investments, alongside management or financial sponsors.


     

    Funds:


      Fund Name


      Amount


      Date

    Get funds under management for this firm including Fund name, Dollar size of fund raise, and Vintage with a National Database subscription or Southern California Database subscription.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or Southern California Database subscription.
    Adam Richeson Director
    Casey Swercheck Vice President
    Chris B. Norton Chief Risk Offer and Director of Underwriting
    John Davis Hutchens Director
    John F. (Jack) McGlinn Director and COO

     

    Portfolio companies include:


      Advanced Composite Materials
        web link


      Advanced Physical Therapy
        web link


      Aerial Access Equipment
        web link


      American Exteriors
        web link


      Boot Barn
        web link


      CableOrganizer Acquisition
        web link


      Caregiver Services
        web link


      Corporate Visions
        web link


      Fresh Dining Concepts


      FURminator
        web link


      Highwinds Software
        web link


      Incentive Concepts
        web link


      Intellitec
        web link


      Interllitec Products
        web link


      ISO Poly Films
        web link


      KBP Foods


      Living Earth Technology
        web link


      Market E's
        web link


      Medical Modalities
        web link


      Micro Precision Group
        web link


      Naples Lumber & Supply Co.
        web link


      Navis TubeTex
        web link


      Newmar
        web link


      On-Site Fuel Service
        web link


      Peak-10
        web link


      Pickaway Plains Ambulance
        web link


      Print Direction
        web link


      Regal Kitchens
        web link


      Southern Parts and Engineering
        web link


      Southern Pump and Tank Co.
        web link


      Spartan Foods
        web link


      Sparus
        web link


      STX Healthcare Management Services
        web link


      The Penray Companies
        web link


      Tubular Textile Machinery
        web link


      V12 Group
        web link


      Venture Aircraft
        web link


      Vita Nonwovens
        web link


     

    Recent News:


      There is no recent news for Capitala Group.