We are a long-term partner focused on business stability and potential. 

Balance Point Capital has the flexibility to provide a variety of capital solutions, from customized credit to equity. We are value-added partners focused on supporting and developing each company’s sustainable competitive advantages and operating performance.

Investment Criteria

We have the flexibility to invest across different sectors as well as across the capital structure.

  • Business Services
  • Consumer
  • Food & Beverage
  • Healthcare
  • Media & Information Services
  • Tech Enabled Services
$10M - $150M
$5MM - $30MM (or clear, near-term path to profitability)
$15M - $150M Debt / $15M - $75M Equity
Unitranche, First Lien, Second Lien, Mezzanine
Structured Equity, Preferred Equity, Common Equity, Warrants
Majority or Minority Stakes

Company Characteristics

Our flexible allocation model allows us to build a diversified portfolio of customized positions that generate differentiated solutions for our portfolio companies while also balancing risk and reward for our investors. The key characteristics on which we focus include:

Differentiated and Defensible Market Niches: We seek defensible market niches characterized by barriers to entry and high switching costs and look for businesses with a strong value proposition and clear competitive differentiation.

Growth Prospects: We target businesses with favorable industry trends and solid, long-term growth prospects.

Proven Management Teams: We look for experienced management teams or incoming operators with significant experience.

Cash Flow Stability or Near-Term Cash Flow Visibility: We target both businesses with a history of cash flow stability as well as high-growth businesses that have minimal EBITDA or cash burn but a clear line of sight to cash flow.

Transaction Types

Private Equity Sponsored Buyouts
Strategic Acquisitions
Management Buyouts
Leveraged Recapitalizations
Growth Capital