About



Who We Are


Capitala Group is a leading provider of capital to lower and traditional middle-market companies through its family of credit focused funds.
Since 1998, Capitala Group’s managed funds have participated in transactions representing over $1 billion of investments in a
variety of industries throughout North America. Capitala Group manages public and private capital for its investors, and seeks to partner
with strong management teams to create value and serve as long term partners.


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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.



Investment Strategy

A Uniquely Optimized Capital Structure



Our direct lending and credit investment strategies broadly tap the capital markets, seeking superior risk-adjusted returns, whether through public or private investment vehicles, joint venture funds, or separately managed accounts. This allows us to provide creative and flexible capital solutions to our borrowers, and creative investment structures to help all of our partners reach their full growth potential. For more information on our Funds and the investment criteria for each please click below.



CPTA
CSGF
PCF V

Investment Criteria



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, CapitalaSouth 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 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.



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.