Balance Point Named 2023 SBIC of the Year – Established Manager
April 17, 2023 | Balance Point News
Balance Point Capital Advisors, LLC (“Balance Point”), a leading provider of capital to lower middle market companies, is pleased to announce it has been named the 2023 Small Business Invest..
Balance Point Announces Partner Promotions
March 08, 2023 | Balance Point News
Balance Point Capital Advisors, LLC (“Balance Point”) is pleased to announce the promotions of Nathan Elliott and Adam Sauerteig to Partner...
Balance Point Capital Advisors, LLC announces the addition of four new hires across its investment and finance teams
February 06, 2023 | Balance Point News
Balance Point Capital Advisors, LLC (“Balance Point”) is pleased to announce the addition of four new hires across its investment and finance teams in the second half of 2022...
Balance Point Announces Follow-On Investment in Shift Paradigm
December 06, 2022 | Balance Point News
Balance Point Capital Advisors, LLC ("Balance Point"), in conjunction with its affiliated fund Balance Point Capital Partners II, L.P, is pleased to announce a follow-on investment in Shift ..
Balance Point Announces its Investment in the Sylmar Group
November 08, 2022 | Balance Point News
Balance Point Capital Advisors, LLC ("Balance Point"), in conjunction with its affiliated fund, Balance Point Capital Partners IV, L.P., is pleased to announce an investment in the Sylmar Gr..
Balance Point Announces its Investment in CraneTech Inc.
October 31, 2022 | Balance Point News
Balance Point Capital Advisors, LLC ("Balance Point"), in conjunction with its affiliated fund, Balance Point Capital Partners IV, L.P., is pleased to announce its investment in CraneTech In..
Balance Point Announces Kellyn Riccitelli has Joined the Firm as a Managing Director and Head of Investor Relations
October 05, 2022 | Balance Point News
Balance Point Capital Advisors, LLC (“Balance Point”), a leading provider of flexible capital to lower middle market companies, is pleased to announce that Kellyn Riccitelli has joined the f..
Balance Point Announces its Investment in Apollo Intelligence, LLC
September 08, 2022 | Balance Point News
Balance Point Capital Advisors, LLC ("Balance Point"), in conjunction with its affiliated fund, Balance Point Capital Partners V, L.P., is pleased to announce an investment in Apollo Intelli..
Balance Point Capital Announces its Investment in Vital Nutrients Holdings, Inc. d/b/a Blueroot Health
May 24, 2022 | Balance Point News
Balance Point Capital Advisors, LLC ("Balance Point"), in conjunction with its affiliated funds, Balance Point Capital Partners IV, L.P, and Balance Point Capital Partners V, L.P., is please..
Balance Point Announces its Investment in Concord Servicing
March 15, 2022 | Balance Point News
Balance Point Capital Advisors, LLC ("Balance Point"), in conjunction with its affiliated fund, Balance Point Capital Partners V, L.P., is pleased to announce its investment in Concord Servi..
Balance Point Announces its Investment in The Stable
February 10, 2022 | Balance Point News
Balance Point Capital Advisors, LLC ("Balance Point"), in conjunction with its affiliated funds, Balance Point Capital Partners III, L.P., Balance Point Capital Partners IV, L.P., and Balanc..
Balance Point Capital Announces Investment Team Promotions
January 25, 2022 | Balance Point News
Balance Point Capital Advisors, LLC (“Balance Point”), a leading provider of capital to lower middle market companies, is pleased to announce the promotions of Nathan Elliott to Senior Manag..
Balance Point Capital Announces its Investment in 35 Taco Bell Stores Across Mid-Atlantic Region
January 18, 2022 | Balance Point News
Balance Point Capital ("Balance Point"), in conjunction with its affiliated funds, Balance Point Capital Partners III, L.P. and Balance Point Capital Partners V, L.P., is pleased to announce..
Balance Point Capital Announces its Investment in Raw Sugar, LLC
October 20, 2021 | Balance Point News
Balance Point Capital ("Balance Point"), in conjunction with its affiliated funds, Balance Point Capital Partners IV, L.P, and Balance Point Capital Partners V, L.P., is pleased to announce ..
Balance Point Capital Holds Final Close on Latest Flagship Fund, Exceeds Target
October 04, 2021 | Balance Point News
Balance Point Capital (“Balance Point”), has held a final close on Balance Point Capital Partners V, LP (“BPCP V” or the “Fund”) with capital commitments of approximately $580 million, excee..
Balance Point Capital Partners Announces Hiring of Amanda Meltzer, CPA, as Chief Financial Officer
September 27, 2021 | Balance Point News
Balance Point Capital Advisors, LLC (“Balance Point”), a leading provider of flexible capital to lower middle market companies, is pleased to announce that Amanda Meltzer has joined the firm..
Balance Point Capital Announces Major Expansion with Promotion and Investment Team Hires
May 04, 2021 | Balance Point News
On the heels of completing the fundraising of Balance Point Capital Partners IV, L.P. and significant growth of its assets under management in 2020, Balance Point Capital Advisors, LLC (“Bal..
Balance Point Capital Announces Investment in PatientPoint
April 12, 2021 | Balance Point News
Westport, CT – April 12, 2021. Balance Point Capital ("Balance Point”) is pleased to announce its investment in support of the combination of PatientPoint and Outcome Health. Together, the..
Balance Point Capital Announces Follow-On Investment in Trendline Interactive LLC
March 31, 2021 | Balance Point News
Westport, CT, March 31, 2021 – Balance Point Capital (“Balance Point”), in conjunction with its affiliated fund Balance Point Capital Partners II, L.P, is pleased to announce its follow-on i..
Balance Point Capital Announces Follow-On Investment in reCommerce
March 17, 2021 | Balance Point News
Westport, CT – March 17, 2021. Balance Point Capital ("Balance Point”) is pleased to announce its follow-on investment in reCommerce. Balance Point provided capital in support of reCommerc..
Balance Point Capital Announces Follow-On Investment in Prime Technology Group
February 18, 2021 | Balance Point News
Westport, CT – February 18, 2021. Balance Point Capital ("Balance Point”) is pleased to announce its follow-on investment in Prime Technology Group (“Prime” or the “Company”). Balance Poin..
Balance Point Capital Announces its Investment in Eventus WholeHealth
January 13, 2021 | Balance Point News
Westport, CT, January 13, 2021 - Balance Point Capital ("Balance Point"), in conjunction with its affiliated funds, Balance Point Capital Partners III, L.P, Balance Point Capital Partners IV..
Balance Point Capital Announces Investment in Prime Technology Group, LLC Demonstrating Continued Commitment to Market in Uncertain Times
April 14, 2020 | Balance Point News
Westport, CT, April 14, 2020 - Balance Point Capital ("Balance Point"), in conjunction with its affiliated fund, Balance Point Capital Partners III, L.P., is pleased to announce its investme..
Balance Point Capital Announces Closing of Latest Private Credit Fund and Contribution to Covid-19 Relief Efforts
March 30, 2020 | Balance Point News
March 30, 2020, Westport, CT - America and the entire world are living in uncertain and tumultuous times. To date, Covid-19 has had a dramatic effect on the health of hundreds of thousands ..
Balance Point Capital Announces Investment Team Promotions
February 26, 2020 | Balance Point News
Westport, CT, February 26, 2020 – Balance Point Capital (“Balance Point”), a leading provider of capital to lower middle market companies, is pleased to announce the promotions of Nathan Ell..
Balance Point Capital Announces its Investment in Bear Down Brands LLC
January 09, 2020 | Balance Point News
Westport, CT, January 9, 2020 - Balance Point Capital ("Balance Point"), in conjunction with its affiliated funds, Balance Point Capital Partners II, L.P. and Balance Point Capital Partners ..
Balance Point Announces its Investment in LYV Life, Inc. (d/b/a Cora)
July 22, 2019 | Balance Point News
Westport, CT, July 22, 2019 - Balance Point Capital ("Balance Point"), in conjunction with its affiliated funds, Balance Point Capital Partners II, L.P. and Balance Point Capital Partners II..
Balance Point Capital Announces its Investment in Budderfly, Inc.
July 01, 2019 | Balance Point News
Westport, CT, July 1, 2019 – Balance Point Capital (“Balance Point”), in conjunction with its affiliated funds, Balance Point Capital Partners II, L.P., Balance Point Capital Partners III, L..
Balance Point Capital Announces its Investment in Trendline Interactive LLC
June 05, 2019 | Balance Point News
Westport, CT, June 5, 2019 – Balance Point Capital (“Balance Point”) is pleased to announce its investment in Trendline Interactive LLC (“Trendline” or the “Company”). Continuing with its th..
Balance Point Capital Announces its Investment in SmartyPants, Inc.
April 23, 2019 | Balance Point News
Westport, CT, April 23, 2019 - Balance Point Capital ("Balance Point"), in conjunction with its affiliated funds, Balance Point Capital Partners II, L.P. and Balance Point Capital Partners I..
Balance Point Capital Partners Announces Promotion
January 09, 2019 | Balance Point News
Westport, CT, January 9, 2019 – Balance Point Capital (“Balance Point”), a provider of flexible capital to lower middle market companies, is pleased to announce that Lindsay Koltay has been ..
Balance Point Capital Exceeds Target on Fifth Investment Vehicle
October 18, 2018 | Balance Point News
Westport, CT, October 18, 2018 – Balance Point Capital (“Balance Point”), has held a final close on Balance Point Capital Partners III, LP (“BPCP III”) with capital commitments of approximat..
Balance Point Capital Announces its Investment in Two-Twenty Records Management
July 23, 2018 | Balance Point News
Westport, CT, July 23, 2018 - Balance Point Capital ("Balance Point"), in conjunction with its affiliated funds, Balance Point Capital Partners II, L.P. and Balance Point Capital Partners II..
Balance Point Capital Announces its Investment in FreshAddress, LLC.
March 14, 2018 | Balance Point News
Westport, CT, March 14, 2018 – Balance Point Capital (“Balance Point”), in conjunction with its affiliated funds, Balance Point Capital Partners II, L.P. and Balance Point Capital Partners I..
Balance Point Capital Partners Announces Promotion and Investment Team Hire
February 27, 2018 | Balance Point News
Westport, CT, February 27, 2018 – Balance Point Capital (“Balance Point”), a provider of flexible capital to lower middle market companies, is pleased to announce that Adam Sauerteig has bee..
Balance Point Capital Announces Hiring of Alexander G. Bues as Vice President, Head of Business Development
February 13, 2018 | Balance Point News
Westport, CT, February 13, 2018 – Balance Point Capital Advisors, LLC (“Balance Point”), a provider of flexible capital to lower middle market companies, is pleased to announce that Alexande..
Balance Point Capital Announces its Investment in APS Technology, Inc.
November 09, 2017 | Balance Point News
Westport, CT, November 9, 2017 – Balance Point Capital (“Balance Point”), in conjunction with its affiliated funds, Balance Point Capital Partners III, L.P. and Connecticut Growth Capital, L..
Balance Point Capital Announces its Investment in Apex Learning
May 09, 2017 | Balance Point News
Westport, CT, May 9, 2017 – Balance Point Capital, in conjunction with one of its affiliated funds, Balance Point Capital Partners II, L.P., is pleased to announce it provided debt and an eq..
Balance Point Capital Announces its Investment in GigaTrust
October 11, 2016 | Balance Point News
Westport, CT, October 11, 2016 – Balance Point Capital, in conjunction with one of its affiliated funds, Balance Point Capital Partners II, L.P., is pleased to announce its structured capita..
Balance Point Capital Announces its Investment in CorePower Yoga
September 19, 2016 | Balance Point News
Westport, CT, September 19, 2016 – Balance Point Capital (“Balance Point”), in conjunction with its affiliated fund, Balance Point Capital Partners II, L.P., is pleased to announce a strateg..
Balance Point Capital Announces its Investment in Clarus Commerce
May 16, 2016 | Balance Point News
Westport, CT, May 16, 2016 – Balance Point Capital (“Balance Point”), in conjunction with its affiliated funds, Balance Point Capital Partners II, L.P. and Connecticut Growth Capital, LLC, i..
Balance Point Capital Acquires Practitioner Support Services, LLC d/b/a ProHealth Partners
February 16, 2016 | Balance Point News
Westport, CT, February 16, 2016 – Balance Point Capital (“Balance Point”) is pleased to announce that its affiliates provided debt and equity to acquire a majority stake in Practitioner Supp..
ACL AirShop: Over 30 Successful Years in Air Cargo Products and Services
January 28, 2016 | Portfolio News
EASLEY, S.C., Jan. 28, 2016 /PRNewswire/ — ACL AirShop, a leader in specialized products and services for the global air cargo industry, has grown in three decades to become a classic entrep..
Balance Point Capital Supports the Growth Equity Investment in City Tap Holdings, LLC
January 14, 2016 | Balance Point News
Westport, CT, January 14, 2016 – Balance Point Capital (“Balance Point”) is pleased to announce that its affiliates provided debt and an equity co-investment to City Tap Holdings, LLC (“City..
Balance Point Capital Partners Announces its Investment in IGeneX, Inc.
September 14, 2015 | Balance Point News
Balance Point Capital Partners (“Balance Point”), a private equity fund focused on providing debt and equity capital to lower middle market companies across the U.S. announced today its inve..
Digity to Sell Radio Station Portfolio to Alpha Media
August 05, 2015 | Portfolio News
WEST PALM BEACH, Fla.–(BUSINESS WIRE)–Digity, LLC, headquartered in West Palm Beach, Florida announced today that it has entered into a definitive agreement to sell its radio station portfol..
Balance Point Capital Partners Announces its Investment in Mapleton Communications, LLC
July 08, 2015 | Balance Point News
Balance Point Capital Partners (“Balance Point”), a private equity fund focused on providing debt and equity capital to lower middle market companies across the U.S. announced today its inve..
Balance Point Capital Partners Supports the Recapitalization of Family Entertainment Group
June 10, 2015 | Balance Point News
Balance Point Capital Partners (“Balance Point”), a private equity firm focused on providing debt and equity capital to lower middle market companies across the U.S. announced today its inve..
Balance Point Capital Partners Announces its Investment in OnRamp Access, LLC
April 06, 2015 | Balance Point News
Balance Point Capital Partners (“Balance Point”), a private equity fund focused on providing debt and equity capital to lower middle market companies across the U.S. announced today its inve..
Balance Point Capital Partners Supports the Acquisition of Patch Products
September 17, 2014 | Balance Point News
Balance Point Capital Partners (“Balance Point”), a private equity fund focused on providing debt and equity capital to lower middle market companies across the U.S. announced today its inve..
Balance Point Capital Partners Announces its Investments in HALO Innovations, Inc.
June 24, 2014 | Balance Point News
Balance Point Capital Partners, L.P., a private equity fund focused on providing flexible mezzanine debt and equity capital to lower middle market companies throughout the United States, is ..
Balance Point Capital Partners Announces a Minority Investment in Compass Media Networks, LLC
April 30, 2014 | Balance Point News
Balance Point Capital Partners, a private equity fund focused on providing debt and equity capital to lower middle market companies across the U.S. announced today a minority investment in C..
Balance Point Capital Partners Announces its Acquisition of Johnny on the Spot, LLC
April 24, 2014 | Balance Point News
Balance Point Capital Partners, a private equity fund focused on providing debt and equity capital to lower middle market companies across the U.S. and in conjunction with its capital partne..
Balance Point Capital Partners Announces its Investment in Digity Media
March 04, 2014 | Balance Point News
Balance Point Capital Partners is pleased to announce its investment in Digity Media, LLC (“Digity”). Balance Point Capital Partners provided $5 million of Senior Subordinated Notes to facil..
Balance Point Capital Partners Announces Its Investment in Connoisseur Media
May 30, 2013 | Balance Point News
In support of Connoisseur Media’s recent acquisition of certain assets of Cox Radio and Nassau Broadcasting, Balance Point Capital Partners provided $11.1 million in total financing, includi..