Ambassador programUse RoicAI for free

Capitala Finance Corp.

Capitala Finance Corp.

CPTA

CPTACapitala Finance Corp. US flag

NASDAQ Global Select

25.40

USD

+0.54

- -

68.86MMarket Cap

Capitala Finance Corp.

CPTA

(NASDAQ Global Select)

Recent

price

25.40

P/E

ratio

- -

div

yld

- -

ROIC.AI

No data availableFinancial data will appear here once available

Capital Structure

FRC

•

in mil. unless spec.

No data availableFinancial data will appear here once available

Working Capital

FRC

•

in mil. unless spec.

No data availableFinancial data will appear here once available

Growth Rates

FRC

•

in mil. unless spec.

No data availableFinancial data will appear here once available

Quarterly Revenue

FRC

•

in mil. unless spec.

No data availableFinancial data will appear here once available

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

No data availableFinancial data will appear here once available

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

No data availableFinancial data will appear here once available

Similar Companies: American Century Strategic Allocation: Conservative Fund (TWSCX)
Sparinvest INDEX DJSI World KL (SPIDJWKL.CO)
American Century One Choice Agrsv Inv (AOGIX)
American Funds American Balanced Fund (AFMBX)
Mackenzie Maximum Diversification Canada Index ETF (MKC.TO)
BlackRock Emerging Markets Fund, Inc. (MADCX)
Business: Capitala Finance Corp. operates as an externally managed, non-diversified closed-end management investment company that primarily focuses on providing capital solutions through debt and equity investments to lower and traditional middle-market companies in the United States. The company's main products and services include first lien loans, subordinated loans, second-lien loans, mezzanine debt, unitranche credit facilities, and minority equity co-investments. It serves a diverse range of industries including business services, manufacturing, consumer and retail, healthcare, energy, and financial sectors. Capitala offers customized financing solutions targeting companies typically generating $4.5 million to $30 million in trailing twelve-month EBITDA, supporting change of ownership transactions, recapitalizations, strategic acquisitions, business expansions, and other growth initiatives. Capitala Finance Corp. has recently been active in strategic investments and exit transactions. In 2024 and 2025, it completed multiple investments including a $30 million funding round for the acquisition of Vintage Stock, a first-lien loan facility and equity co-investment to support the acquisition of Fargo Roofing & Siding, and senior secured debt and preferred equity investments in several portfolio companies such as Nth Degree, Inc. It has also sold portfolio companies like Visible Body and Proactive Dealer Solutions to strategic buyers. Additionally, the company successfully closed an oversubscribed fundraise with over $1 billion in commitments, including leverage and separately managed accounts, reflecting strong investor confidence and fundraising capability. Capitala continues to expand its capital solutions offerings and partnership capabilities in the U.S. middle market. Capitala Finance Corp. was founded in 2013 and is headquartered in Charlotte, North Carolina. It operates primarily in the U.S. market and is managed by Capitala Investment Advisors, LLC. The company has undergone significant operational changes, including transitioning its investment advisory and conducting strategic recapitalizations and partnerships to strengthen its portfolio and capital base. These developments have positioned Capitala as a leading provider of private credit and equity capital to small and mid-sized businesses, facilitating growth and operational expansion. Its business development company (BDC) structure enables it to optimize returns through a balanced mix of debt and equity investments targeted at the lower middle market. This comprehensive approach, combining various loan structures with minority equity investments and strategic exits, alongside recent significant funding achievements and active portfolio management, outlines Capitala Finance Corp.'s core business model and latest strategic developments in the private credit and equity investment space.

Company News