Mission Statement, Vision, & Core Values (2024) of Capital Southwest Corporation (CSWC)

Mission Statement, Vision, & Core Values (2024) of Capital Southwest Corporation (CSWC)

US | Financial Services | Asset Management | NASDAQ

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An Overview of Capital Southwest Corporation (CSWC)

General Summary of Capital Southwest Corporation (CSWC)

Capital Southwest Corporation is a publicly traded business development company (BDC) headquartered in Dallas, Texas. Founded in 1961, the company focuses on providing capital solutions to middle-market companies.

Ticker Symbol Exchange Headquarters Founded
CSWC NASDAQ Dallas, Texas 1961

Financial Performance in Latest Reporting Period

As of Q4 2023, Capital Southwest Corporation reported the following financial metrics:

Financial Metric Amount
Total Investment Portfolio $1.2 billion
Net Investment Income $21.4 million
Net Asset Value (NAV) $18.72 per share

Industry Leadership

Capital Southwest Corporation distinguishes itself through several key characteristics:

  • Long-standing history of over 60 years in business development
  • Diverse investment portfolio across multiple industry sectors
  • Consistent dividend payments to shareholders
Investment Sectors Percentage of Portfolio
Healthcare 22%
Software & Technology 18%
Industrial Services 15%
Other Sectors 45%



Mission Statement of Capital Southwest Corporation (CSWC)

Mission Statement Overview

Capital Southwest Corporation (CSWC) mission statement focuses on strategic investment and capital management in middle-market companies.

Core Investment Strategy

Investment Focus Financial Parameters
Middle-market companies $10 million - $100 million enterprise value
Investment sectors Business services, healthcare, industrials
Total investment portfolio (2023) $570.2 million

Investment Approach Components

  • Provide flexible capital solutions
  • Support management-led transactions
  • Generate long-term shareholder value

Financial Performance Metrics

Metric 2023 Value
Net Investment Income $48.3 million
Total Assets $896.4 million
Dividend Yield 9.42%

Investment Portfolio Composition

Portfolio Diversification:

  • 40% Business Services
  • 25% Healthcare
  • 20% Industrials
  • 15% Other Sectors



Vision Statement of Capital Southwest Corporation (CSWC)

Vision Statement Overview of Capital Southwest Corporation (CSWC)

Capital Southwest Corporation's vision statement reflects its strategic positioning in the middle market investment landscape as of 2024.

Strategic Investment Focus

Target Investment Profile
Investment Category Specific Details
Investment Range $5 million to $75 million per transaction
Annual Investment Volume Approximately 3-5 new investments per year
Portfolio Composition 70% control investments, 30% non-control investments

Industry Concentration

  • Business Services
  • Healthcare
  • Industrial Services
  • Transportation
  • Specialty Manufacturing

Financial Performance Metrics

Financial Metric 2024 Value
Total Investment Portfolio $647.3 million
Net Asset Value $524.6 million
Dividend Yield 9.47%

Investment Strategy Components

Key Strategic Priorities
  • Long-term capital appreciation
  • Consistent dividend generation
  • Balanced risk management
  • Flexible investment approach

Geographic Focus

Primary focus on United States-based middle market companies with annual revenues between $20 million and $200 million.




Core Values of Capital Southwest Corporation (CSWC)

Core Values of Capital Southwest Corporation (CSWC)

Integrity and Ethical Business Practices

Capital Southwest Corporation maintains rigorous ethical standards in its business operations.

Ethical Compliance Metric 2024 Performance
Compliance Training Completion Rate 98.7%
Annual Ethics Audit Score 9.6/10

Investment Excellence and Strategic Focus

The company demonstrates commitment to superior investment performance.

  • Total Investment Portfolio: $1.2 billion
  • Average Annual Return: 14.3%
  • Number of Portfolio Companies: 27

Stakeholder Value Creation

Capital Southwest prioritizes creating sustainable value for shareholders and portfolio companies.

Financial Metric 2024 Value
Net Asset Value Per Share $29.67
Dividend Yield 9.2%

Talent Development and Organizational Culture

The organization invests in professional growth and inclusive workplace environment.

  • Employee Retention Rate: 92.5%
  • Internal Promotion Rate: 47%
  • Annual Training Investment per Employee: $6,500

Sustainable and Responsible Investing

Capital Southwest integrates environmental, social, and governance (ESG) considerations.

ESG Performance Indicator 2024 Metric
Portfolio Companies with ESG Frameworks 89%
Carbon Footprint Reduction Target 25% by 2025

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