Consistent Discipline.
Broad Capital Mandate.

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Balance Point supports a range of transaction needs, company profiles, and growth objectives, pairing disciplined underwriting with active partnership to help a business reach its next stage.

Investment Profile

We invest across the capital structure, allowing us the flexibility to structure each investment around the specific needs of the business.

What We Provide

  • Debt
    • First Lien, Second Lien, Unitranche, and Mezzanine
  • Equity
    • Structured, Preferred, and Common Equity

Where We Invest

  • Revenue
    • $10M–$150M
  • EBITDA
    • $3M–$30M
  • Debt capital
    • $10M–$100M
  • Equity capital
    • $5M–$25M

When to
Engage Us

  • Growth capital
  • Acquisition financing
  • Add-on acquisitions
  • Recapitalizations
  • Refinancings
  • Expansion initiatives
  • Leadership transitions
  • Management buyouts

What We
Look For

  • Defensible market positions
  • Multiple ways to win
  • Strong management teams
  • Strong sponsor and management alignment
  • Stable cash flow
  • Private equity-sponsored and select non-sponsored transactions

What Sectors We
Focus On

  • Business Services
  • Healthcare
  • Marketing Services
  • Tech-Enabled Services
  • Consumer Discretionary
  • Consumer Staples
  • Industrial Services
  • Aerospace & Defense
  • TMT
  • Food & Beverage
  • Education
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The investment criteria and ranges above are illustrative and provided for general informational purposes only. Actual investment size, structure, and terms are determined on a case-by-case basis and may fall outside the ranges shown. These criteria are subject to change without notice and do not constitute a commitment to invest or an offer to provide financing.