Capitala Group is an SEC-registered investment adviser that customizes financing solutions for lower middle-market companies and financial sponsors.

Finance

Capitala

Capitala's headquarters in Charlotte, NC, United States

Joseph B. Alala, III

Steve Arnall

Christine Alala

Kevin Koonts

Alex Pruitt

Chris Norton

Christine Levett Alala

Randall Fontes

Christopher B. Norton

Stephen A. Arnall

Peter Sherman

John F. McGlinn

This department focuses on managing and enhancing client relationships and ensuring customer satisfaction.

Client Services

This department manages the organization's financial planning, analysis, and reporting.

Finance Department

The Leadership Team at Capitala plays a crucial role in setting the strategic direction and vision for the firm, overseeing investment decisions, and ensuring compliance with regulatory standards. Comprising experienced professionals from various functions, including underwriting, operations, and risk management, the team fosters collaboration to customize financing solutions for lower middle-market companies and financial sponsors, driving overall growth and performance.

Leadership Team

The Accounting and Finance team at Capitala manages financial reporting, budgeting, and investment analysis to ensure accurate and timely financial information. They collaborate with business development to evaluate financing opportunities and support strategic decision-making for lower middle-market companies and financial sponsors. This team plays a critical role in maintaining financial integrity and fostering growth within the organization.

Accounting and Finance

The Investment Management team at Capitala is responsible for identifying and underwriting investment opportunities within the lower middle-market sector. They collaborate closely with financial sponsors and portfolio companies to design tailored financing solutions that align with client needs, while also overseeing portfolio performance and risk management strategies to optimize returns for investors.

Investment Management

This department is responsible for planning and executing promotional activities and events to enhance brand visibility.

Capitala

Org chart

Teams

Client Services

Finance Department

Leadership Team

Accounting and Finance

Investment Management

Marketing and Events

Offices

Capitala

Org chart

Teams

Client Services

Finance Department

Leadership Team

Accounting and Finance

Investment Management

Marketing and Events

Offices

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