Investment Focus & Thesis

Capitala Group provides customized financing solutions for lower middle market companies. Their flexible approach allows them to provide equity, debt, or hybrid capital solutions: Investment Range Flexible investments ranging from $5 million to $50 million in established lower middle market companies. Capital Solutions Private equity, private credit, and SBIC funds providing flexible capital structures. Private equity — Control and minority equity investments for growth and acquisitions Private credit — Senior debt, subordinated debt, and unitranche financing SBIC funds — Small Business Investment Company funds for smaller transactions Recapitalizations — Growth capital and shareholder liquidity events

Notable Portfolio Companies

Capitala Group has built an impressive portfolio across various sectors, with a track record of supporting growth and generating exits: Company Sector Notes BootBarn Retail Western and work boot retailer (IPO exit) Concentra Healthcare Services Occupational health and urgent care services SEI Financial Services Investment management and advisory services American Landscaping Business Services Commercial landscaping services Western Window Systems Building Products Window and door manufacturer (exited) Fremont-Wright Business Services Aviation services company Capitala's disciplined portfolio construction and active, hands-on management approach have helped maximize value potential across their investments, with multiple successful exits including the BootBarn IPO.

What Capitala Looks For

Based on their investment approach, Capitala Group evaluates opportunities based on: Proven business model — Companies with established track records and market positions Growth potential — Clear pathways to growth through market expansion or acquisitions Flexible capital needs — Companies that can benefit from customized financing solutions Strong management — Management teams with track records of execution Industry diversification — Companies across various lower middle market sectors }> Pro Tip Capitala's flexibility is their key differentiator. Whether you need pure equity, pure debt, or a combination, Capitala can structure a solution. This makes them an excellent partner for companies with complex capital needs or those in transition.

How to Connect With Capitala Group

Approaching Capitala Group requires demonstrating your company's established track record and growth potential: 1 Demonstrate Track Record Show proven business performance with established market position and financial history. 2 Define Capital Needs Be clear about what type of capital you're seeking - equity, debt, or a hybrid solution. 3 Show Growth Trajectory Demonstrate clear pathways to growth through organic expansion or acquisitions. 4 Leverage Regional Advisors Connect through accountants, attorneys, or bankers with relationships at Capitala.

The Value of Financial Preparedness

PE firms like Capitala expect detailed financial information: Financial Metrics • Historical financial statements • Revenue and EBITDA analysis • Cash flow analysis • Capital structure Operational Data • Customer concentration • Competitive positioning • Management team depth • Growth opportunities }> How Eagle Rock Helps We help companies prepare for PE investment by building detailed financial models, capital structure analysis, and operational dashboards. Our fractional CFO services ensure your company is ready for due diligence from firms like Capitala Group.

Frequently Asked Questions