Balance Point Capital Partners

Balance Point Capital invests debt and equity into middle-market companies. We help companies find the right capital structure to support their objectives while putting a premium on flexibility, partnership, and patience. INVESTMENT APPROACH We take a long-term, partnership approach to investing. Experience has taught us that building better businesses takes time and that having financially aligned, like-minded partners is a critical component of success. Therefore, in addition to spending time assessing a business model’s merits and sustainability, we make sure to gain a full understanding of the strategic goals of each investment and the set of incentives in place to achieve success. ”Getting it right up front,” is a large part of our investment process. Our team’s extensive experience working with small and medium-sized businesses allows us to quickly identify investments of interest. Once onboard, we work to customize a capital structure to match the strategic goals of each company. Our flexible approach to structuring allows for the use of senior debt, mezzanine debt, preferred stock, equity securities, or any combination thereof. DECISION MAKING As an experienced middle-market investor, Balance Point Capital is familiar with the challenges and opportunities companies face as they seek to create value. Our streamline decision making culture allows us to quickly deliver the decisive feedback needed to make real-time investment or managerial decisions. We pride ourselves on being a reliable partner and believe in delivering on our promises. VALUE-ADD In addition to providing capital, we seek to help create meaningful value for our portfolio companies. We strive to assist our management teams by leveraging our past experiences with former portfolio companies and industry contacts. Our investment partners benefit from the collective experience of our entire investment team, and its network of advisors and have access to the full resources of our firm. We can assist portfolio companies in the following areas: -Financing decisions and capital raising -Strategic planning -Mergers, acquisitions, and divestitures advisory -Establishing strategic and/or corporate partnerships -Third-party service and/or advisory selection -Executive search and personnel recruiting