We look at your business the way you do.

Balance Point Capital invests debt and equity into lower middle market companies. We help companies 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 AUM
Total 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, Growth Capital, Majority and Minority Investments

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, assist during the diligence process where helpful, and underwrite “unique” credits.

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