Michael Sarner - Capital Southwest CFO, Chief Compliance Officer and Secretary

CSWC Stock  USD 23.29  0.32  1.39%   

CFO

Mr. Michael S. Sarner is Chief Financial Officer, Chief Compliance Officer, Treasurer, Secretary of the Company. He has served as our Chief Financial Officer, Chief Compliance Officer, Secretary and Treasurer since October 2015. Before that, he served as a Senior Vice President of Capital Southwest since July 2015. Prior to joining Capital Southwest, from 2000 to 2015, Mr. Sarner was the Senior Vice President, Treasury at American Capital, Ltd., a publicly traded private equity firm and global asset manager. Mr. Sarner was responsible for capital raising, debt capital markets, corporate restructurings, financial planning, corporate development of strategic initiatives, and system implementations of budget and treasury solutions. During the course of his career, he has raised over 6 billion in debt capital in term securitizations, secured revolving lines of credit, unsecured notes, and term loans to support middle market platforms. Mr. Sarner has also led both corporate and debt restructurings, serving as both the strategic lead internally and the external liaison to over 20 financial institutions involved in the negotiations. Prior to joining American Capital, Mr. Sarner served in various roles in the accounting and finance fields performing and managing due diligence, raising debt and equity capital, and performing audits in public accounting. Mr. Sarner holds a Bachelor of Business Administration in Accounting from James Madison University and a Masters of Business Administration in Finance from George Washington University. Mr. Sarner holds an inactive Certified Public Accountant License in the Commonwealth of Virginia. since 2016.
Age 51
Tenure 8 years
Address 8333 Douglas Avenue, Dallas, TX, United States, 75225
Phone214-238-5700
Webhttps://www.capitalsouthwest.com
Sarner has served as Senior Vice President of the Company since July 14, 2015. Before joining the Company, Mr. Sarner spent 15 years at American Capital, Ltd., in a variety of financial roles, most recently as Senior Vice President, Treasury, a position he held since 2012. He was also a Vice President of American Capital from 2006 to 2012, and a Manager from 2000 to 2006. At American Capital, he was responsible for initiatives and staff development related to debt capital markets, treasury and financial planning and analysis. These responsibilities included corporate debt originations, refinancings, RIC/BDC compliance and debt servicing. During his tenure at American Capital, Mr. Sarner was also the lead in charge of both a corporate debt restructuring and corporate reorganization. He received a B.B.A. in Business Administration/Accounting from James Madison University and an M.B.A. in Finance from George Washington University’s School of Business and Public Management.

Capital Southwest Management Efficiency

The company has return on total asset (ROA) of 0.0698 % which means that it generated a profit of $0.0698 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1017 %, meaning that it created $0.1017 on every $100 dollars invested by stockholders. Capital Southwest's management efficiency ratios could be used to measure how well Capital Southwest manages its routine affairs as well as how well it operates its assets and liabilities. As of November 25, 2024, Return On Tangible Assets is expected to decline to 0.05. In addition to that, Return On Capital Employed is expected to decline to 0.04. At present, Capital Southwest's Total Current Assets are projected to decrease significantly based on the last few years of reporting. The current year's Non Current Assets Total is expected to grow to about 1.6 B, whereas Other Assets are forecasted to decline to about 30.1 M.
Capital Southwest currently holds 774.05 M in liabilities with Debt to Equity (D/E) ratio of 1.28, which is about average as compared to similar companies. Capital Southwest has a current ratio of 10.37, suggesting that it is liquid enough and is able to pay its financial obligations when due. Note, when we think about Capital Southwest's use of debt, we should always consider it together with its cash and equity.

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Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments. Capital Southwest Corporation was founded on April 19, 1961 and is based in Dallas, Texas. Capital Southwest operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 24 people. Capital Southwest (CSWC) is traded on NASDAQ Exchange in USA. It is located in 8333 Douglas Avenue, Dallas, TX, United States, 75225 and employs 27 people. Capital Southwest is listed under Asset Management & Custody Banks category by Fama And French industry classification.

Management Performance

Capital Southwest Leadership Team

Elected by the shareholders, the Capital Southwest's board of directors comprises two types of representatives: Capital Southwest inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Capital. The board's role is to monitor Capital Southwest's management team and ensure that shareholders' interests are well served. Capital Southwest's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Capital Southwest's outside directors are responsible for providing unbiased perspectives on the board's policies.
Chris Rehberger, Executive Treasurer
Michael Sarner, CFO, Chief Compliance Officer and Secretary
Joshua CFA, Managing Director
Michael CPA, Chief CFO
Grant Eason, Principal
Ally Benson, Assistant Controller
Spencer Klein, Principal
Amy CPA, Controller
Will Riley, Vice President
James Stafford, Accounting Manager
Rachel CFA, VP
Laura Zengilowski, Principal
Ryan Kelly, Managing Director
Bowen Diehl, CEO President
Amy Baker, Controller

Capital Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Capital Southwest a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Also Currently Popular

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When determining whether Capital Southwest offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Capital Southwest's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Capital Southwest Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Capital Southwest Stock:
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Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Capital Southwest. If investors know Capital will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Capital Southwest listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.16)
Dividend Share
2.29
Earnings Share
1.64
Revenue Per Share
4.371
Quarterly Revenue Growth
0.139
The market value of Capital Southwest is measured differently than its book value, which is the value of Capital that is recorded on the company's balance sheet. Investors also form their own opinion of Capital Southwest's value that differs from its market value or its book value, called intrinsic value, which is Capital Southwest's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Capital Southwest's market value can be influenced by many factors that don't directly affect Capital Southwest's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Capital Southwest's value and its price as these two are different measures arrived at by different means. Investors typically determine if Capital Southwest is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital Southwest's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.