About

Who We Are

Capitala Group is a leading asset management firm that has been providing individually tailored, debt and equity capital to growth-stage, lower middle-market and middle-market businesses throughout North America for over twenty years. Since our inception in 1998, Capitala has invested in over $2.0 billion in small businesses and strives to make an impact through responsible investing and a unified mission to support ESG initiatives. We seek to partner with strong management teams to create value and support growth through strategic partnerships, operational expertise, and a shared vision for success.


Download Capitala Overview











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.