Capital Southwest expands credit facility to $510 million

Published 09/04/2025, 21:14
Capital Southwest expands credit facility to $510 million

DALLAS - Capital Southwest Corporation (NASDAQ:CSWC), a business development company specializing in flexible financing solutions for middle market businesses, has announced an increase in its senior secured credit facility. The company, currently valued at approximately $995 million in market capitalization, has seen its facility's total commitments rise by $25 million, from $485 million to $510 million, following an increase provided by two of the existing lenders within its group of 11 participants.

This expansion leverages the existing accordion feature of the credit facility, which permits total commitments to reach up to $750 million. Capital Southwest, headquartered in Dallas, Texas, currently holds around $1.7 billion in investments valued at fair value as of December 31, 2024. The company maintains a strong dividend yield of 14.12% and has consistently paid dividends for 43 consecutive years, according to InvestingPro data.

The company primarily supports the acquisition and growth of middle market businesses, offering investments ranging from $5 million to $50 million across various capital structures. These include first lien, second lien, and non-control equity co-investments. Capital Southwest's status as a publicly traded company with a permanent capital base allows it to provide creative financing solutions and invest in the long-term growth of its portfolio companies.

This information is based on a press release statement from Capital Southwest Corporation.

In other recent news, Capital Southwest Corporation has announced a significant leadership transition with Michael Sarner stepping into the roles of President and Chief Executive Officer. Sarner, who has been with the company since 2015, takes over from Bowen Diehl, who will remain in an advisory position for another year. Alongside this, Chris Rehberger has been promoted to Chief Financial Officer, Treasurer & Secretary, while Tabitha Geiger has advanced to Chief Compliance Officer. In terms of financial analysis, JMP Securities has maintained a Market Perform rating for Capital Southwest, citing strong fundamentals and a positive outlook on the company's dividend growth through 2025. Meanwhile, Raymond James has adjusted its price target for the company from $26.00 to $24.00, although it retains an Outperform rating following better-than-expected third-quarter results. The firm's analysis credits the success to increased fee income and net portfolio growth, with expectations of continued net asset value outperformance. Additionally, Capital Southwest's strategic initiatives, including its at-the-market equity issuance program, are anticipated to support its financial metrics positively. Despite the adjusted price target, Raymond James remains optimistic about the company's potential for future growth.

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