Capital Southwest Corp.

Capital Southwest Corporation is a business development company based in Dallas, Texas, that focuses on providing customized financing solutions to middle market companies across various sectors. Founded in 1961, the firm specializes in credit and private equity investments, typically targeting growth financing, buyouts, and recapitalizations, with investment sizes ranging from $5 million to $25 million. The company prefers to invest in industries such as industrial manufacturing, healthcare, specialty chemicals, and technology-enabled services, while avoiding startups and troubled companies. Its investment structures include various forms of debt and equity, and it may participate in board governance for its portfolio companies. Capital Southwest seeks to back profitable businesses with revenues exceeding $10 million and a historical growth rate of at least 15 percent annually. The firm has the flexibility to maintain investments for extended periods, providing a stable ownership platform for management teams.

Rachel Bazan

Senior Associate

Matt Darrah

Principal

Bowen Diehl

President, Chief Executive Officer and Board Member

Grant Eason

Principal

Bradley Forrest

Associate

Curtis Harrison

Principal

Douglas M. Kelley

Managing Director

Ryan Kelly

Managing Director

Spencer Klein

Principal

Abishai Pinto

Senior Associate

Chris Rehberger

Vice President Finance / Treasurer

Will Riley

Associate

Michael Sarner

CFO

Will Seaman

Analyst

Joshua Weinstein

Senior Managing Director

Laura Zengilowski

Principal

11 past transactions

Dynamic Communities

Private Equity Round in 2019
As the leading organization focused solely on supporting technology-centric user groups, Dynamic Communities has established a successful ‘community as a service’ model. We bring users to the forefront of technology problem solving and product development. We foster the development, growth and engagement of volunteer-driven user groups that provide hubs for like-minded technology users to exchange knowledge on how to best maximize product performance.

Dynamic Communities

Debt Financing in 2019
As the leading organization focused solely on supporting technology-centric user groups, Dynamic Communities has established a successful ‘community as a service’ model. We bring users to the forefront of technology problem solving and product development. We foster the development, growth and engagement of volunteer-driven user groups that provide hubs for like-minded technology users to exchange knowledge on how to best maximize product performance.

Apollo MedFlight

Debt Financing in 2018
Apollo MedFlight, LLC provides air medical transportation services. It transports patients by rotor-wing and fixed-wing aircraft. It transports patients, who need emergency care, from rural hospitals to facilities in metropolitan areas. The company was founded in 2011 and is based in Amarillo, Texas.

Spotsee

Acquisition in 2017
Spotsee is a global resource of proprietary indicators and condition-based monitoring devices. SpotSee, the parent to brands such as ShockWatch, ShockLog, SpotBot, OpsWatch, and WarmMark has a global network of over 200 sales and technical service partners in 62 countries.

Trax Group Inc.

Series B in 2013
Trax Technologies, Inc. provides a logistics data refinery that serves both buyers and sellers of logistics services. The company adds value by refining logistics data that comes from multiple sources. Before Trax refines logistics data, it is often inaccurate, incomplete, or inconsistent. Trax estimates that such bad logistics data costs the $4.2 trillion transportation industry hundreds of billions of dollars a year. The cost arises from inefficiency, uncontrolled financial risk, distorted financial reporting and sub-optimal decision making. Through an open SaaS technology platform, Trax cleans, completes and reconciles bad logistics data. Companies can then use the purified logistics data to reduce the high cost of industry inefficiency. They can also reduce uncontrolled risk, improve financial reporting and make better decisions through improved data analytics. Trax operates offices in the U.S., Europe, Asia and Latin America. For more information, visit www.traxtech.com. Twitter: @TraxTech LinkedIn: Trax Technologies

Blaschak Coal

Private Equity Round in 2009
Blaschak Coal Corporation, founded in 1937 and headquartered in Mahanoy City, Pennsylvania, specializes in the mining, preparation, and marketing of anthracite coal. The company serves various industries, including glass manufacturing, heating for homes and institutions, industrial heating, steel production, sugar production, and water treatment and filtration. In addition to coal, Blaschak offers apparel and hats for sale online. Its products are distributed through a network of anthracite dealers across North America. With a commitment to innovation in mining and environmental restoration, Blaschak Coal has built a legacy of meeting customer needs both locally and globally.

Wellogix

Venture Round in 2005
Formed in 1998 and based in Houston, the energy capital of the world, Wellogix is led by an experienced executive team who truly understands the issues and challenges faced by energy companies and their service providers. At a time of increasing focus on business controls and compliance and against a background of continued cost consciousness, more and more companies are looking to improve critical business processes.

CashWorks

Series B in 2003
CashWorks The first technology that allows retailers to cash lucrative customer checks with existing ATMs.

VocalData

Series B in 2000
VocalData, Inc. is the leading provider of integrated voice and enhanced network applications that enable service providers to reliably deliver next-generation IP telephony services. VocalData’s award-winning VOISS™ solution is a comprehensive suite of virtual PBX and IP Centrex applications that delivers higher value telephony services to enterprise customers, while reducing the costs associated with traditional PBX telephony systems. Through VocalData’s broad customer and partner base, more than 10,000 end users are enjoying reliable, feature-rich VOISS communication today.

PaylinX

Series B in 2000
PaylinX is focused on the design, development, and marketing of POS software solutions. It offers support services for its products. PaylinX offers a payment server that is able to manage the authorization and settlement of credit card and other payment transactions in real-time. It also offers a payment solution that enables businesses to accept and process payment transactions through multiple enterprise sales channels such as web storefronts, call centers, interactive voice response systems, in-store point-of-sale systems, and kiosks. PaylinX was acquired by Cybersource in July 2000. Paylinx was founded in 1994 and is based in Foster City, California.

VocalData

Venture Round in 2000
VocalData, Inc. is the leading provider of integrated voice and enhanced network applications that enable service providers to reliably deliver next-generation IP telephony services. VocalData’s award-winning VOISS™ solution is a comprehensive suite of virtual PBX and IP Centrex applications that delivers higher value telephony services to enterprise customers, while reducing the costs associated with traditional PBX telephony systems. Through VocalData’s broad customer and partner base, more than 10,000 end users are enjoying reliable, feature-rich VOISS communication today.