About

Who We Are

Capitala Group is a $2.0 billion asset management firm that provides capital to lower middle market businesses throughout North America with office locations in Charlotte, Atlanta, New York, Los Angeles, Raleigh, Fort Lauderdale, Dallas and Louisville. Capitala’s lower middle market credit investment strategy focuses on investing in debt securities with minority equity co-investments with less than $250 million in enterprise value through its permanent capital vehicles, Capitala Finance Corp. (Nasdaq:CPTA) and Capitala Specialty Lending Corp. (CSLC). Capitala’s growth fund equity strategy targets control and minority equity investments, typically coupled with credit investments, in lower middle market companies with less than $50 million in enterprise value through both SBIC (CapitalSouth SBIC Fund IV, L.P.) and non-SBIC closed-end funds. Capitala Group has invested in over 170 companies since its inception in 1998 and seeks to partner with strong management teams to create value and achieve optimal outcomes for its investors.


Download Credit Strategy Overview

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Approach

A Truly Differentiated Approach



Established among middle market capital providers, with a demonstrated track record of returns for our investors, we have a strong foundation for creating value.
We strive to build meaningful relationships with entrepreneurs, business owners, management teams and investors, to generate growth and help them achieve their goals.












The Capitala Difference


Cohesive management team with over 15 years of experience investing together, with extensive experience investing across a variety of capital structures.


Unique and established direct origination platform, expanding nationwide.





Proven hands-on approach to investing and portfolio management provides us the ability to maximize the value potential of each investment.



Shareholder-aligned management team puts us in the same position as our shareholders and investors - dedicated to creating value and driving returns.

History

In 1998, Joe Alala founded CapitalSouth Partners in Charlotte, NC to serve the growth capital needs of small businesses located throughout the region. In 2000, CapitalSouth Partners received its first Small Business Investment Company (“SBIC”) license from the US Small Business Administration. Mr. Alala was the youngest sponsor to ever receive an SBIC license in the history of the program. In early 2002, CapitalSouth Partners obtained its second SBIC license, growing its investment platform. At the end of 2010, CapitalSouth Partners closed its third fund and obtained its third SBIC license, and had offices throughout the South. In 2013, CapitalSouth Partners re-branded as Capitala Group and completed both its Initial Public Offering (IPO) of Capitala Finance Corp. (Nasdaq:CPTA) by contributing several active SBICs to a Business Development Company (BDC), and raising $80 million of new capital for the company. Additionally, Capitala Group raised its fourth SBIC fund, CapitalSouth SBIC Fund IV, L.P. (the "CapitalSouth Growth Fund" or "CSGF"). By 2015, Capitala Group had offices in Florida, Georgia, California, Washington DC and two offices in North Carolina, Raleigh, and its headquarters in Charlotte. Capitala Group currently manages private funds, SBIC funds, and a publicly traded Business Development Company (Capitala Finance Corp.), which together constitute over $1.5 billion of managed assets.