Social Impact Investing

Social Impact Investing*

20+ Years of Positive Investment Impact in Minority, Veteran or Women-Owned or Controlled + Low-Moderate Income Based Businesses

*As defined by the U.S. Small Business Administration (“SBA”). “Social impact” represents investments made into either companies headquartered in low- to moderate-income areas (LMI), or in companies that are woman- and/or minority and/or veteran-owned and/or operated. Includes businesses with minority, women, or veterans in CEO roles.

Social Impact Investing

Capitala Group has been providing capital to lower middle-market companies throughout North America for over twenty years. We believe that a thorough understanding of the social impact of the investments we make is vital to creating value, creating jobs, and generating superior risk-adjusted returns for our investors.

Responsible Investing in Practice

Responsible investing is one aspect of how we seek to meet our fiduciary duties to our investors. We integrate social impact considerations into our investment management processes and ownership practices in the pursuit of growth, innovation, and enhanced financial performance.

Capitala Commitment

Responsible investing has been a core value of Capitala’s investment strategy since its founding in 1998. For over twenty years, we have been investing in lower middle market companies with the commitment to consider how our decisions may impact broader communities in which we and our partners have a shared stake. We consider social impact related issues an important part of this commitment.