Balance Point Capital Advisors

285 Riverside Avenue
Westport, CT 6880

Website: balancepointcapital.com

Firm Size

• Assets Under Management (AUM):$2 Billion
• Number of Funds:7
• Employees:17
• Firm Type:Private Equity
• Focus Areas: Services
  

Description

Balance Point Capital Advisors, LLC is a financial advisory firm located in Westport, Connecticut. The company specializes in providing investment management services to various clients, including institutional investors, family offices, and high-net-worth individuals. Balance Point Capital Advisors offers a wide range of investment strategies, including private equity, mezzanine debt, and other alternative investments. With a team of experienced professionals, the firm aims to provide customized investment solutions that align with their clients' objectives and risk tolerance.

Latest News

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Jun 10, 2024: Balance Point Capital Completes Strategic Investment in Essential Turbines Inc.
 Balance Point Capital Advisors, LLC ("Balance Point"), in conjunction with its affiliated funds, Balance Point Capital Partners V, L.P., and Balance Point Capital Partners VI, L.P., is pleased to announce its investment in Essential Turbines Inc. ("Essential Turbines" or "ETI"), a provider of maintenance, repair and overhaul ("MRO") services for aircraft engines.  Balance Point provided debt and equity in support of the transaction, alongside Swift Anchor Holdings ("Swift Anchor"), a private equity investment firm.

May 30, 2024: Balance Point Announces its Investment in Firehook Bakery
Balance Point Capital Advisors, LLC ("Balance Point"), in conjunction with its affiliated funds, Balance Point Capital Partners IV, L.P., Balance Point Capital Partners V, L.P. and Balance Point Capital Partners VI, L.P., is pleased to announce its investment in Firehook Bakery of Virginia , Inc. ("Firehook," or the "Company"), a portfolio company of Forward Consumer Partners ("Forward"), a Greenwich, CT -based private equity investment firm focused on investing in "powerful brands making powerful products". Balance Point provided debt capital to support the acquisition of Firehook.

May 20, 2024: Balance Point Announces its Investment in SG Homecare
Balance Point Capital Advisors, LLC ("Balance Point"), in conjunction with its affiliated funds, Balance Point Capital Partners V, L.P. and Balance Point Capital Partners VI, L.P., is pleased to announce its investment in SG Homecare ("SG", or the "Company"), a portfolio company of Sverica Capital ("Sverica"), a Boston, MA based private investment firm. Continuing its position as a leading provider of flexible capital to the lower middle market, Balance Point arranged debt financing to support the Company's acquisition of Western Drug ("Western"), retire existing debt and provide capital for future working capital needs.

May 09, 2024: Balance Point Announces its Investment in John Staurulakis, LLC
Balance Point Capital Advisors, LLC ("Balance Point"), in conjunction with its affiliated funds, Balance Point Capital Partners IV, L.P., Balance Point Capital Partners V, L.P., and Balance Point Capital Partners VI, L.P., is pleased to announce its investment in John Staurulakis , LLC ("JSI", or the "Company"), a portfolio company of Stone-Goff Partners ("Stone-Goff"), a New York -based private equity investment firm focused on the lower middle market. Balance Point provided debt capital to support a refinancing of JSI's existing credit facilities, fund a shareholder distribution and extended available capital for future acquisition activity.

May 06, 2024: Balance Point Announces its Investment in Schill Grounds Management


Jan 31, 2024: Balance Point Announces Investment Team Promotions and Two New Hires Across Investment and Investor Relations Teams
Balance Point Capital Advisors, LLC ("Balance Point"), a provider of capital to lower middle market companies, is pleased to announce the promotions of Grant Groher to Managing Director, Dan Freshman to Senior Vice President, and James O'Connor to Senior Associate. Grant, Dan, and James have been instrumental in the continued growth of Balance Point's investment platform. Their leadership, hard work and dedication have helped drive Balance Point's continued success. The firm is also pleased to announce the addition of two new associates on the investment and investor relations teams, Wills Danielsen and Nina Lorusso , respectively. 

Nov 14, 2023: Balance Point Announces its Follow-On Investment in CraneTech Inc.
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 follow-on investment in CraneTech Inc. ("CraneTech" or the "Company"), a portfolio company of Steel River LLC ("Steel River"). Balance Point delivered a flexible financing solution that facilitated CraneTech's acquisition of Ameracrane and Hoist ("Ameracrane").

Aug 30, 2023: Balance Point Announces its Follow-On Investment in Concord Servicing
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 follow-on investment in Concord Servicing Corporation ("Concord", "the Company"), a portfolio company of Inverness Graham Investments ("IGI"). Balance Point provided a creative, flexible financing solution that facilitated Concord's acquisition of Equiant.

Jul 11, 2023: Balance Point Announces its Investment in Supreme Optimization
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 Supreme Optimization ("Supreme" or the "Company"), a portfolio company of Trinity Hunt Partners ("Trinity Hunt"), a growth-oriented private equity firm based in Dallas, TX. Continuing its position as a provider of flexible capital to the lower middle market, Balance Point arranged a comprehensive financing solution to support Trinity Hunt's acquisition of Supreme while providing significant available capital for future acquisition activity.

Apr 17, 2023: Balance Point Named 2023 SBIC of the Year - Established Manager
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 Investment Company (SBIC) of the Year – Established Manager.