BALANCE POINT CAPITAL PARTNERS
Balance Point Capital Partners is an investment firm focused on providing debt and equity assistance to middle market companies. The firm helps companies find the right capital structure to support their objectives while putting a premium on flexibility, partnership, and patience. BPCP is committed to taking a long term, partnership approach to investing. Its investment approach is anchored at a full understanding of the strategic goals of each investment and the set of incentives in place to a... chieve success. It has extensive experience working with small and medium-sized businesses, allowing the firm to quickly identify investments of interest. To date, BPCP has over $835 million in assets under management and has made over 50 investments in middle-market companies throughout the United States. Founded ion 2011, BPCP is the successor fund to the First New England Capital (“FNEC”) family of funds. The firm is headquartered in Westport, Connecticut.
BALANCE POINT CAPITAL PARTNERS
Industry:
Finance Financial Services Venture Capital
Founded:
2011-01-01
Status:
Active
Contact:
(203) 652-8250
Technology used in webpage:
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Current Employees Featured
Justin Kaplan Partner @ Balance Point Capital Partners
Partner
B. Lance Sauerteig Partner @ Balance Point Capital Partners
Partner
Amanda Lampert Meltzer CFO @ Balance Point Capital Partners
CFO
2021-08-01
Seth Alvord Founder and Managing Partner @ Balance Point Capital Partners
Founder and Managing Partner
Lindsay Koltay CFO @ Balance Point Capital Partners
CFO
2019-01-01
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2015-09-14 | IGeneX | IGeneX acquired by Balance Point Capital Partners | N/A |
Investors List
Nassau Financial Group
Nassau Financial Group investment in Corporate Round - Balance Point Capital Partners
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2024-06-20 | Lightbridge Academy | Balance Point Capital Partners investment in Debt Financing - Lightbridge Academy | N/A |
| 2024-05-30 | Firehook | Balance Point Capital Partners investment in Debt Financing - Firehook | N/A |
| 2024-05-29 | Essential Turbines inc | Balance Point Capital Partners investment in Debt Financing - Essential Turbines inc | N/A |
| 2024-05-29 | Essential Turbines inc | Balance Point Capital Partners investment in Venture Round - Essential Turbines inc | N/A |
| 2024-05-20 | SG Homecare | Balance Point Capital Partners investment in Private Equity Round - SG Homecare | N/A |
| 2024-05-09 | JSI | Balance Point Capital Partners investment in Debt Financing - JSI | N/A |
| 2024-05-06 | Schill Grounds Management | Balance Point Capital Partners investment in Private Equity Round - Schill Grounds Management | N/A |
| 2024-04-25 | Supreme Group | Balance Point Capital Partners investment in Debt Financing - Supreme Group | N/A |
| 2024-04-25 | Supreme Group | Balance Point Capital Partners investment in Private Equity Round - Supreme Group | N/A |
| 2024-04-23 | BenefitHub | Balance Point Capital Partners investment in Private Equity Round - BenefitHub | N/A |
Key Employee Changes
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