Capitala Group

Capitala Group (formerly CapitalSouth Partners LLC) is a private markets investment firm that provides integrated private credit and private equity capital solutions to lower middle-market companies across the United States and Canada. The firm targets businesses with revenues of at least $10 million and EBITDA of at least $3 million, with enterprise values up to $250 million, across sectors including business services, consumer products, building materials, healthcare services, industrials, technology, financial services, food and beverage, agriculture, chemicals, education, and specialty distribution. Investment types include unitranche credit facilities, senior secured credit facilities, control equity capital, and minority equity structures, with transaction types encompassing management buyouts, leveraged buyouts, growth capital financings, recapitalizations, and add-on acquisition financings, deployed across both sponsored and non-sponsored transactions. Capitala operates through a network of 93 banking partners supporting deal origination and has completed investments across 35 U.S. states, reflecting a broad geographic mandate within North America with a historical emphasis on the southeastern United States. The firm has invested and managed over $3.2 billion in capital since inception across its family of private credit and private equity funds, with its most recent flagship fund closing at approximately $1 billion. Capitala's externally managed BDC, formerly Capitala Finance Corp. (NASDAQ: CPTA), transitioned to new investment advisors and was renamed Logan Ridge Finance Corporation in July 2021. The firm rebranded from CapitalSouth Partners LLC to Capitala Group following its expansion into a broader multi-strategy private markets platform. Founded in 1998, the firm is headquartered in Charlotte, North Carolina, United States.