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SELECTED INDUSTRY FOCUS AREAS //
INVESTMENT CRITERIA // » Manage public and private capital for flexible solutions » Direct lending and growth capital strategies » $5 million to $50 million investments » Senior debt, unitranche and equity structures » EBITDA in excess of $3 million » Positive cash flow » Strong management teams
Capitala Group is a $3.0 billion asset management firm that has been providing capital to lower middle market companies throughout North America for twenty years. Since our inception in 1998, Capitala Group has invested in over 160 companies and seeks to partner with strong management teams to create value and generate superior risk-adjusted returns for our individual and institutional investors.
GROWTH STRATEGY //Couples equity investments with credit in lower middle market companies with less than $50 million of enterprise value.
CREDIT STRATEGY //A disciplined approach to investing that brings together experience and a relationship-driven culture to achieve extraordinary outcomes for business owners, management teams and financial sponsors, typically in companies with less than $250 million in enterprise value in the lower middle market.
REACH OUT //
JOE ALALA, IIIChairman & Chief Executive [email protected]
RANDALL FONTESManaging Director - [email protected]
CASEY SWERCHECKDirector - Fort [email protected]
GLENN FLINNDirector - [email protected]
CHRIS LATTADirector - Charlotte [email protected] GEOFF ZBIKOWSKIDirector of West Coast [email protected]
JOE GASKINSAssociate - Charlotte [email protected]
BUSINESS SERVICES // HEALTHCARE // CONSUMER PRODUCTS // GENERAL INDUSTRIAL // INFORMATION TECHNOLOGY // EDUCATION SERVICES //
A leading asset management firm providing debt and equity capital to lower middle market businesses //
4201 Congress Street, Suite 360, Charlotte, NC 28209 704.376.5502 // capitalagroup.com
Charlotte headquarters Raleigh // Atlanta // Dallas // Fort Lauderdale // Los Angeles
ABOUT US //
REPRESENTATIVE INVESTMENTS //
Leading supplier of innovative M2M communication platforms used to track, monitor, protect and control remote assets.
Camarillo, CA
Event marketing and management company that manages over 7,500 trade shows and exhibits annually. *
Atlanta, GA
Global leader in specialty immunology and allergy testing.
Shoreline, WA
CIS designs, tests, and manufactures highly engineered and customized secure communications solutions to protect sensitive and classified information from illicit capture or manipulation.
Dulles, VA
A leading consolidator of media and advertising businesses throughout North America.
Memphis, TN
Multi-channel chain retailer offering a broad selection of premium quality cooking and dining products.
Seattle, WA
A multi-platform media, streaming, video content and consumer products company.
Cos Cob, CT
MPL Corporation is a high-volume, build-to-order manufacturer of engineered composite products that primarily sells into the hotel industry by focusing on general contractors, hotel brands and hotel chains. *
Fairland, IN
A leading provider of turnkey wireless deployment services in the western U.S.
Irvine, CA
Supplier of home medical equipment to patients throughout the Southeastern United States.
Concord, NC
The leading service provider for commercial kitchen exhaust and pre-engineered fire suppression systems in the New York metro.
Newton, MA
Navis TubeTex designs, engineers and manufactures the world’s leading machinery for the global knit, woven, nonwoven, technical and geotextile industries.
Lexington, NC
Portfolio Companies are Representative Transactions. * Realized Transactions.
