The Biggest Advantage Capital Southwest Has Over Other Lenders
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About this Episode
Michael Sarner, CEO of Capital Southwest, explains how a publicly-traded BDC provides unique advantages in middle-market lending. We discuss operational support, partnership mentality, what makes good credit investments, and how to differentiate in competitive lending markets.
Capital Southwest (CSWC) Q1 2027 Earnings Call Transcript
CEO Michael Sarner said recurring earnings remained strong with undistributed taxable income at $0.87 per share. The quarter added $222 million of new commitments across 27 companies, lifting the on-balance-sheet credit portfolio 24% year over year, and the board declared a $0.58 regular dividend plus a $0.06 supplemental.
Capital Southwest Announces Financial Results for First Fiscal Quarter Ended June 30, 2026
Capital Southwest reported pre-tax net investment income of $0.57 per share on total investment income of $61 million, with the portfolio at $2.2 billion and net asset value of $16.61 per share. The credit portfolio remains 99% first-lien senior secured.
Capital Southwest Announces Preliminary Estimate of First Quarter 2027 Operating Results and Earnings Release and Conference Call Schedule
Capital Southwest, led by President and CEO Michael Sarner, estimates first quarter fiscal 2027 pre-tax net investment income of $0.57 to $0.58 per share and net asset value of $16.55 to $16.65 per share.