Alex Kuhlman

Alex Kuhlman is a Principal at Broadview Group Holdings, a private investment firm founded in 2020 by industry veterans Jason Logsdon and Clay Hunter that invests in profitable middle-market companies using a permanent-capital base rather than a traditional fund structure. He joined Broadview in March 2021 as a Senior Associate on the direct-investments team, where his work centers on sourcing, evaluating, and executing new investment opportunities and then partnering with portfolio-company teams on strategic, financial, and operational initiatives. He has since been promoted to Principal.

Before Broadview, Kuhlman spent roughly two years (2018–2020) as a Senior Associate at Capital Southwest (Nasdaq: CSWC), a Dallas-based middle-market credit and minority-equity investing platform. There he supported due diligence and structuring of new transactions across a variety of sectors, as well as post-closing portfolio-company activity — the origin of the [hidden] email and the 214-238-5700 Dallas phone line that appear in older records.

Kuhlman began his career as an investment-banking analyst at Stephens Inc. in Dallas, working in the firm's transportation and logistics group. He earned a BBA in Finance from Texas Christian University (TCU).

Note: The contact stub that seeded this profile (Capital Southwest email/phone, "Senior Associate," "Angel Investors," "Seed Round") reflects his earlier Capital Southwest tenure and mislabels the firm type. His current, verifiable role is at Broadview Group.

• Invests through Broadview's permanent-capital model — no fixed fund life or forced exit timeline; Broadview says it enters situations where it sees "at least seven to 10 years of things to do."
• Targets profitable, cash-generative middle-market businesses: ~$25–$250M revenue and ~$3–$20M EBITDA.
• Takes majority or significant-minority stakes, frequently as a founder's or family's first outside institutional capital.
• Core sectors: commercial & industrial product manufacturers, specialty distributors, commercial & industrial service providers, and food & agriculture businesses.
• Emphasizes partnership and long-term value creation — strategic and operational support alongside management — as a differentiator from traditional PE's shorter hold periods.
• Kuhlman's personal remit: sourcing, evaluating, and executing deals, then working with portfolio teams post-close (a continuation of the diligence/structuring focus he built at Capital Southwest).