About Capital Southwest
Capital Southwest is a private equity firm founded in 1961. It is primarily based in Dallas, United States. As of Jul 2026, Capital Southwest has a portfolio of 145 companies, comprising 145 funding rounds and 1 acquisition. The firm primarily invests in companies based in United States and Canada. Its portfolio is spread across a wide range of sectors from Enterprise Applications to Business Services. Its latest investment was a $***** Unattributed round in Island Pump & Tank on Mar 30, 2023
Overall Capital Southwest portfolio has seen 6 IPOs and 85 acquisitions, namely Vistar Media, Vivid Seats and iMemories. A lot of funds co-invest with Capital Southwest, with names like First Capital Group sharing a substantial percentage of its portfolio.
Capital Southwest has a team of 29 people, including 8 partners.
Key Metrics
Founded Year
1961
Location
Dallas, United States
Portfolio Companies
Portfolio Sectors
Portfolio Locations
Acquisition Deals
Investment Deals
Capital Southwest's Portfolio
Capital Southwest has a portfolio of 145 companies. They have invested in a total of 145 companies. Their most recent investment was in Island Pump & Tank (Unattributed round) on Mar 30, 2023. Here is the most recent investment by Capital Southwest:Date | Company | Round | Amount | Co-Investors |
|---|---|---|---|---|
Mar 30, 2023 | Unattributed | 9143 | - | |
Feb 27, 2023 | Seed | 7261 | - | |
Jan 30, 2023 | Unattributed | 8814 | - | |
Dec 21, 2021 | Conventional Debt | 1404 |
Capital Southwest has acquired 1 company. Their most recent acquisition was of Tele-Town Hall on Dec 22, 2021. Here is the most recent acquisition by Capital Southwest:
Acquisition Date | Company | Short Description | Total Funding | Founded Year |
|---|---|---|---|---|
Dec 22, 2021 | Provider of business telephony services | - | 2004 |
Here is the portfolio snapshot of Capital Southwest:
Investments by Year
The maximum number of investments were made in 2023
Acquisitions by Year
The maximum number of acquisitions were made in 2021
Portfolio by Location
Companies are primarily in United States and Canada
Portfolio by Sector
Companies are primarily in Enterprise Applications
Team profile of Capital Southwest
Capital Southwest has a team of 29 members including 8 Partners and 5 Principals located in United States. Capital Southwest's team does not sit on the board of any company as of now.Here is a list of top team members in Capital Southwest:
Name | Designation | Location | Board Memberships | Contact Details |
|---|---|---|---|---|
Partner | Dallas | - | ||
Partner | Dallas | - | ||
Partner | Dallas | - | ||
Partner | Dallas | - | ||
Partner | - | - | ||
Partner | - | - | - | |
Partner | Dallas | - | ||
Partner | Dallas | - | ||
Principal | Dallas | - | ||
Principal | Dallas | - | ||
Principal | Dallas | - |
Co-investors of Capital Southwest
Over the past 65 years, 15 investors have co-invested in Capital Southwest's portfolio companies.
- Top Co-investors of Capital Southwest: 15 investors entered a company along with Capital Southwest. These include investors like First Capital Group (1 company).
Capital Southwest News
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Assessing Capital Southwest (CSWC) Valuation After Strong Earnings And Premium Equity IssuanceSimply Wall St•May 26, 2026•Capital Southwest
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Capital Southwest & Trinity Capital Partner in Senior Loan JVGlobeNewswire•Mar 16, 2026•Trinity Capital, Capital Southwest, Trinity Capital
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Capital Southwest Announces Financial Results for Third Fiscal Quarter Ended Dec 31, 2025GlobeNewswire•Feb 03, 2026•Capital Southwest
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5,389 Shares in ASML Holding N.V. $ASML Acquired by B. Riley Wealth Advisors Inc.MarketBeat•Dec 14, 2025•ASML, B. Riley Wealth Management, Invesco, Boeing and 10 others
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Capital Southwest Corporation Announces Grant Eason's Promotion to Managing DirectorGlobeNewswire•Dec 10, 2025•Capital Southwest
