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 comprehensive, bespoke solutions that align with the strategic goals of each portfolio company while meeting the return objectives of our investors, Balance Point is able to provide solutions that 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 - assisting in the diligence process where helpful 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 Partnerships
We seek to build and maintain strong relationships with all our investment partners including sponsors, management teams and co-investors by communicating clearly, acting with integrity and delivering on our promises in a timely manner
Bespoke Solutions
We pride ourselves on providing financing solutions that address dynamics and opportunities that are challenging for traditional lenders to underwrite.
Flexible Capital Allocation
Our underwriting and structuring processes generate differentiated solutions to address the specific needs of our portfolio investments.
Long-Term Capital
Our fund structure enables us to take a more patient, longer-term approach than traditional lenders.
Total Enterprise Value Oriented Approach
We focus on total enterprise value to validate opportunities that may not “check the box” for typical credit investors.