A reliable partner for creative and flexible capital solutions

We help our portfolio companies and investment partners find the right capital structure to support their objectives, while putting a premium on flexibility, partnership and patience.

Learn more about our firm

Firm Overview

Total Capital Commitments
Total Debt & Equity Investments
Typical Company Revenue
Typical Company EBITDA

Product Mix

Balance Point’s flexible approach allows us to customize financing structures to best meet a company’s capital needs and objectives:


First & Second Lien,
Unitranche, Mezzanine

Investment Size

Structured, Preferred, Common

Investment Size

Sector Focus

Balance Point has a proven history of investing across numerous sectors. The depth and breadth of our sector expertise allows us to quickly assess opportunities, and provide timely and valuable feedback to our partners.

Business Services
Food & Beverage
Media & Information Services
Tech Enabled Services