CapitalSouth Partners

About The Fund

Founded in 1998, CapitalSouth Partners is a seasoned private equity firm that focuses on providing private equity capital and mezzanine capital to middle-market companies. With more than two decades of operational history, they have successfully closed over 100 transactions, demonstrating their substantial experience in the investment space. Managing over $700 million through various committed funds, their primary objective is to leverage their capital to foster growth in lower middle-market companies. Predominantly targeting businesses located in the Southern United States, CapitalSouth's geographical investment interests also span across the entire U.S. They primarily concentrate on companies that have already established their market presence as evidenced by minimum revenue of $8 million and an EBITDA threshold of $2 million. Typically, investment figures vary from $2 million to $10 million, ensuring a focused yet flexible approach to capital allocation. CapitalSouth firmly restricts its investments to companies that are beyond the start-up phase and is not inclined to engage in high-risk or turnaround situations. Furthermore, they have a clear policy of investing solely within the domestic market, refraining from international ventures. Their capability extends to arranging mezzanine investments upwards of $40 million via syndications, taking the lead investor role in such dealings. The industry spectrum of their investments is diverse, encompassing sectors such as business services, general industrial, consumer products, restaurant & food, healthcare, information technology, and energy services. CapitalSouth operates from its headquarters in Charlotte, North Carolina, and maintains full-service offices in Raleigh, Dallas (Texas), Louisville (Kentucky), and Orlando (Florida), making them readily accessible to their portfolio companies and enabling them to have a hands-on approach in the operational growth of their investments. CapitalSouth Partners engages in a variety of industries including Software, IT, Media, BioTech, Business Solutions, Hardware, CleanTech, A.I., HealthTech, Logistics, Medical Devices, and Hospital Services.