Our Investment Approach
Our flexible approach to structuring allows for the use of:
Creative. Flexible.
Balance Point’s investment model is rooted in its ability to provide flexible capital solutions. While our investment strategy is credit-focused, Balance Point’s funds have flexible mandates that allow us to provide value-added capital solutions that span the capital structure. We can structure and deploy unitranche, senior, junior, and/ or mezzanine debt as well as structured, preferred, and/or common equity securities - or any combination thereof.
By providing customized and comprehensive solutions that align with the strategic goals of each portfolio company and meet the return objectives of our investors, Balance Point is able to meet the needs of all our constituents.
Reliable. Long-term partner.
Balance Point has extensive experience working both in partnership with sponsors as well as directly with management teams. We strive to be active and supportive partners and providing access to the full capabilities of our team and network.
Our experience allows us to quickly assess potential investment opportunities across a variety of industries, including business services, consumer, food and beverage, healthcare, media & information services, and tech-enabled services. Our primary focus is supporting companies with a clearly defined value proposition and taking a long-term, partnership approach to investing.
Key Differentiators
Collaborative Approach to Partnership
Our partnership philosophy emphasizes collaboration to efficiently develop solutions that support the strategic vision of our investment partners through both opportunities and challenges.
One-Stop Capital Structure Solutions Provider
Our customized and comprehensive capital solutions are tailored to address the specific needs of each transaction across the capital structure.
Flexible, Long-Term Capital
Our investments are structured to provide long-term support for our partners and emphasize the liquidity and capital needs of our portfolio companies.
Efficient Diligence & Execution
Our extensive experience across industries and deal structures sharpens our ability to quickly evaluate and execute on complex opportunities.
Cohesive Senior Leadership
Our senior leadership has been investing together for over a decade and brings demonstrated underwriting expertise, diverse and complimentary skillsets, and extensive relationship networks across a variety of channels within the lower middle market.