Balance Point Capital Partners

Balance Point Capital Partners is a private credit investment firm established in 2005, specializing in providing flexible debt and equity capital solutions to lower middle market companies across the United States. Based in Westport, Connecticut, the firm focuses on partnering with management teams and financial sponsors to support growth, acquisitions, recapitalizations, and buyouts. Their investment approach is characterized by a willingness to provide various forms of capital, including unitranche, first lien, second lien, and mezzanine debt, often complemented by equity co-investments, tailoring solutions to the specific needs of each portfolio company.

The firm primarily targets companies with an EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) ranging from $5 million to $50 million. Balance Point Capital Partners is known for its substantial commitment to each transaction, typically deploying between $20 million and $150 million in debt and equity capital per investment. This significant check size allows them to be a lead or substantial participant in financing rounds for growing businesses that require considerable capital for their strategic initiatives. Their sector-agnostic approach has seen them invest across diverse industries, including business services, healthcare, industrials, and consumer sectors.

Balance Point Capital Partners has demonstrated consistent growth in its capital base, reflecting strong investor confidence. The firm successfully closed its fifth fund, Balance Point Capital Partners V, L.P., in 2022, with total commitments reaching $1.5 billion. This latest fund significantly expanded their capacity to support middle market companies. Cumulatively, Balance Point has raised over $4.5 billion in capital across its five funds, solidifying its position as a prominent provider of private credit in the U.S. lower middle market. Their long-standing presence and increasing fund sizes underscore their expertise and established network within the private equity and corporate finance communities.