Who We Are
Capitala Group is an asset management firm that has been providing individually tailored, private credit and private equity capital to lower- and middle-market businesses throughout North America for over twenty years. Since our inception in 1998, Capitala has invested over $2.1 billion into 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.
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 into current and past funds which aligns us with our investors. We are dedicated to creating value and driving returns.
Capitala History
Capitala Group was founded in 1998 by Joe Alala, III as CapitalSouth Partners in Charlotte, North Carolina to serve the growth capital needs of small businesses located throughout the region. In 2000, the company received its first Small Business Investment Company (“SBIC”) license and Mr. Alala was the youngest manager to receive an SBIC license at that time.
The firm has invested over $2.1 billion into companies located throughout North America. After considerable growth outside of the southern region, the Company rebranded as Capitala Group (“Capitala”) in 2013.
The Capitala platform has raised multiple funds, including four SBIC funds, managed a Business Development Company (“BDC”), and successfully invested several Separately Managed Accounts (“SMA”). Over this time, Capitala has also provided over $1 billion of co-investments opportunities from its portfolio companies. The Firm has completed over 172 small business investments in 34 states and is actively looking to invest in all 50 states.
Capitala is headquartered in Charlotte, NC, and has full-service offices or Advisory Board Offices located in Atlanta, GA; New York, NY, Ft. Lauderdale, FL; Louisville, KY; and Charleston, SC.