About

Who We Are

Capitala Group is $2.0 billion SEC-registered asset management firm that provides capital to lower middle market businesses throughout North America. Capitala is headquartered in Charlotte, North Carolina with additional office locations in 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 and Capitala Specialty Lending Corp. (CSLC). Capitala’s growth fund 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.


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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 19 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.



Capitala team has invested or committed ~$43 million of hard dollars into current and any future managed funds which puts us in the same position as our investors. We are 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 (Sold July 1, 2021 to Mount Logan Finance Corp.) 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 and SBIC funds which together constitute over $2.0 billion of managed assets.