Balance Point Capital Partners

2011

Founded

32

Investments

United States

Offices

Venture Fund

Investor Type

About

Balance Point Capital Partners is an alternative investment manager specializing in the lower middle market. With approximately $2.1 billion in total capital commitments, the firm invests debt and equity capital in select lower middle market companies across various investment vehicles. Balance Point emphasizes a long-term, partnership approach, aiming to build lasting relationships with partners, management teams, and intermediaries.

The firm offers flexible financing structures, including first and second lien debt, unitranche, mezzanine, structured equity, preferred stock, and common equity, with investments typically ranging from $15 million to $125 million for debt and $15 million to $75 million for equity. Their sector focus includes business services, consumer, food and beverage, healthcare, media and information services, and tech-enabled services.

Investment Stage

HQ Locations

Portfolio Companies

SPS PoolCare, Trilliad, ABC Technologies, XYZ Manufacturing, Global Health Solutions, MediaWorks, EcoFoods, Tech Innovations, Retail Ventures, Energy Solutions

Gepgraphic Focus

United States

Key Differentiators

Flexible financing structures, Long-term partnership approach, Emphasis on building lasting relationships

Thypical Investment Size

$15-125 million (debt), $15-75 million (equity)

Total Funds Raised

$2.1 billion

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Software

SaaS

Consumer

FinTech

Pre-Seed

Seed

Series A

United States