Balance Point Capital invests unitranche, subordinate, mezzanine debt, structured, preferred, and common equity into middle-market companies.

We take a long term, partnership approach to investing and are committed to building lasting relationships. Balance Point Capital and its predecessor funds have made over 50 investments in middle-market companies throughout the United States. Our current fund represents the firm’s fourth investment vehicle.

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 upfront,” 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 on board, 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 and equity securities, or any combination thereof.


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.


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 off our past experiences with former portfolio companies and industry contacts. Our investment partners benefit from the collective experience of our entire investment team, 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