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

Christine Levett Alala

Kevin Koonts

Adam Richeson

John F. McGlinn

Steve Arnall

Christopher B. Norton

Christine Alala

Alex Pruitt

Chris Norton

Stephen A. Arnall

Peter Sherman

Randall Fontes

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 Operations team at Capitala is responsible for streamlining processes and enhancing efficiency within the investment advisement framework. This team ensures that financing solutions for lower middle-market companies are delivered effectively by coordinating cross-functional efforts, managing day-to-day operations, and supporting strategic initiatives. Their expertise in operational management is crucial for maintaining high standards in service delivery and client satisfaction.

Operations

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

Finance Department

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

Capitala

Org chart

Teams

Leadership Team

Operations

Accounting and Finance

Investment Management

Finance Department

Marketing and Events

Offices

Capitala

Org chart

Teams

Leadership Team

Operations

Accounting and Finance

Investment Management

Finance Department

Marketing and Events

Offices

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