Risk factors
Capital Southwest (CSWC) risk factors
Item 1A of every Capital Southwest Corp. 10-K on file, and what changed from one year to the next. Readings are automated and can be wrong; check the filing for the exact wording.
- FY2026 10-K risk factors68 risks8 new7 dropped21 reworded
New risks address artificial intelligence, climate-related costs, system failures, geopolitical conflicts, and CapTrin co-investment subordination.
Filed May 19, 2026 - FY2025 10-K risk factors67 risks
Capital Southwest faces significant risks related to capital allocation, portfolio company credit defaults, valuation uncertainties, and borrowing leverage. The company depends heavily on external referral relationships, debt market access, and maintaining its BDC and RIC regulatory status. Inflation, economic volatility, and rising competition for middle-market investments directly threaten portfolio performance.
Filed May 20, 2025