Balance Point Capital

Balance Point Capital, founded in 2011 and based in Westport, Connecticut, is an investment firm that specializes in providing both debt and equity support to mid-market companies across various sectors including financial services, consumer goods, healthcare, industrial, business services, and technology. The firm focuses on lower middle market and later-stage companies, typically investing between $5 million and $150 million in enterprises with revenues ranging from $3 million to $150 million and EBITDA between $2 million and $30 million. Balance Point Capital emphasizes a flexible, partnership-oriented investment approach, aiming to understand the strategic goals of its investments and the incentives for success. With over $835 million in assets under management, the firm has completed more than 50 investments in middle-market companies throughout the United States, reflecting its commitment to supporting the growth of small and medium-sized businesses.

Seth W. Alvord

Investment Committee Member Managing Partner

G. Bues, Alexander

VP, Head of Business Development

Rory J. Cunnane

Associate

Eric Dale

Investment Committee Member Partner

Emily T. Dang

Associate

Nathan D. Elliott

MD

Daniel N. Freshman

Senior Associate

Grant M. Groher

VP

Elliot B. Hambrecht

Senior Associate

Justin M. Kaplan

Investment Committee Member Partner

Lindsay Koltay

CFO

Amanda L. Meltzer

CFO

Adam H. Sauerteig

SVP

B. Lance Sauerteig

Investment Committee Member Partner

Seth Tutlis

MD

58 past transactions

Halo Innovations

Debt Financing in 2014
HALO innovations, inc. develops safe sleeping environment products for adults and children. The company offers crib sets, swaddles, wearable blankets, gift sets, collections, sensitive skin sleepwear, clothing with moisture-wicking, and mattress filters and accessories. It offers products online and through retailers in the United States and Canada. The company was founded in 1994 and is based in Minnetonka, Minnesota. As of December 12, 2016, HALO innovations, inc. operates as a subsidiary of Aden & Anais, Inc.

City Tap House

Debt Financing in 2016
City Tap House are experts in their craft and, like our favorite brewers, champion innovation, integrity and hard work in our kitchens. Above all, our goal is to see our food sit side by side with the craft beer we adore, letting food and beer elevate each other.

Compass Media Networks

Private Equity Round in 2014
Compass Media Networks, LLC operates as an entertainment company that provides audio programs and broadcasts on radio stations in America. It offers AirKast, a mobile application that distributes multimedia content for radio stations and content providers; and in-store music and audio advertising, female demos, and messaging to reach point-of-purchase listeners in grocery, drug, and mass merchandise stores. The company was founded in 2009 and is based in Rye, New York.

reCommerce

Venture Round in 2020
reCommerce Brands operates as an e-commerce platform for Amazon brand products. Its services include creative services, brand protection, brand optimization, streamlined distribution, and data reporting. The company was founded in 2013 and is based in Deerfield Beach, Florida.

OnRamp

Debt Financing in 2015
onramp access, llc., a data center, provides co-location, managed hosting, and disaster recovery solutions and services for businesses in Austin and San Antonio, Texas. The company offers various managed hosting solutions to meet specific needs ranging from managed servers to managed network devices, from managed storage to managed backups, and from managed firewall to managed IT environment. It also creates, deploys, secures, monitors, and maintains customized private cloud solutions in IT platform, disaster recovery, and high security configurations in its data center with the provision of phone, email, VOIP, IM, and Web chat support; and delivers Website design, application development, and maintenance services. The company was founded in 1994 and is based in Austin, Texas. As of July 17, 2018, onramp access, llc. operates as a subsidiary of LightEdge Solutions, Inc.

IGeneX

Venture Round in 2015
IGeneX, Inc. owns and operates a specialty immunology laboratory and research facility. It develops laboratory assays for Lyme and other tick-borne diseases. The company’s laboratory also functions as a pilot site for diagnostic manufacturers in the introduction of new assays. It serves private practice physicians, hospitals, and other clinical reference laboratories in the United States and Canada. IGeneX, Inc. was founded in 1991 and is based in Palo Alto, California.

Trendline Interactive

Debt Financing in 2019
Trendline Interactive is a digital marketing firm that offers businesses with email marketing solutions and services. Trendline Interactive offers its customers with email strategy and campaign development, monitoring, acquisition, technical, and analytics services. Trendline Interactive was founded by Morgan Stewart and Andrew Kordek and is based in Austin, Texas.

Trendline Interactive

Venture Round in 2019
Trendline Interactive is a digital marketing firm that offers businesses with email marketing solutions and services. Trendline Interactive offers its customers with email strategy and campaign development, monitoring, acquisition, technical, and analytics services. Trendline Interactive was founded by Morgan Stewart and Andrew Kordek and is based in Austin, Texas.

Digity Media

Debt Financing in 2014
Digity Media is an owner and manager of over 110 commercial radio stations in 23 clusters across 13 states, including in suburban Chicago, coastal Carolinas, suburban Dallas, and San Jose.

reCommerce

Debt Financing in 2020
reCommerce Brands operates as an e-commerce platform for Amazon brand products. Its services include creative services, brand protection, brand optimization, streamlined distribution, and data reporting. The company was founded in 2013 and is based in Deerfield Beach, Florida.

IGeneX

Debt Financing in 2015
IGeneX, Inc. owns and operates a specialty immunology laboratory and research facility. It develops laboratory assays for Lyme and other tick-borne diseases. The company’s laboratory also functions as a pilot site for diagnostic manufacturers in the introduction of new assays. It serves private practice physicians, hospitals, and other clinical reference laboratories in the United States and Canada. IGeneX, Inc. was founded in 1991 and is based in Palo Alto, California.

RxSight

Debt Financing in 2015
RxSight is a medical device company that offers an intraocular lens and cataract surgery solutions. Using a proprietary light treatment that produces precise modifications in lens curvature, RxSight’s Light Adjustable Lens (RxLAL) enables doctors and patients to predictably optimize vision after cataract surgery through an office-based IOL enhancement. The company’s mission is to revolutionize the premium cataract surgery experience by allowing surgeons to partner with their patients to achieve optimized results for every unique eye. It was founded in 1997 and is headquartered in Aliso Viejo, California, United States.

Apex Learning

Debt Financing in 2017
Apex Learning is the leading provider of digital curriculum for secondary education to the nation's school districts. The company's comprehensive, standards-based online courses help schools successfully engage all students in rigorous coursework and prepare them for high school graduation and beyond.

Connoisseur Media

Debt Financing in 2013
Connoisseur Media was founded in 2004 by Jeffrey Warshaw and Mike Driscoll. The first acquisition of the company involved several stations in Bloomington, IL. The company began with capital from hedge fund Farallon Capital, along with its founders. Through a combination of start-ups, move-ins, and acquisitions, Connoisseur Media has grown to 36 stations as of February 2014.

Halo Innovations

Venture Round in 2014
HALO innovations, inc. develops safe sleeping environment products for adults and children. The company offers crib sets, swaddles, wearable blankets, gift sets, collections, sensitive skin sleepwear, clothing with moisture-wicking, and mattress filters and accessories. It offers products online and through retailers in the United States and Canada. The company was founded in 1994 and is based in Minnetonka, Minnesota. As of December 12, 2016, HALO innovations, inc. operates as a subsidiary of Aden & Anais, Inc.

Waterlogic

Debt Financing in 2015
Waterlogic Commercial Products, LLC (previously Innowave), is a leading North American distributor of point-of-use drinking water purification and dispensing systems designed for environments such as offices, factories, hospitals, schools, and other workplaces. Through close integration with parent company, Waterlogic PLC, Waterlogic's products and services are built on the simple vision of a three stage approach to purity: High Performance Filtration, Firewall™ Advanced UV Purification and BioCote® Anti-microbial Protection. Waterlogic is committed to the highest WQA NSF equipment standards and provides comprehensive technical and sales support to distributor partners. New dealer territories are still available.

GigaTrust

Private Equity Round in 2016
GigaTrust is a leading SaaS provider of endpoint email security and document in-use protection for on premise private cloud or private cloud based deployments for Windows, iOS and Android devices. GigaTrust is the largest and oldest provider that enhances and extends Microsoft’s Rights Management Services (RMS) content security solution. Customers rely on GigaTrust’s innovative next generation content security technologies, combined with ease of use and deployment, to enable intellectual property protection and confidentiality. The company’s flagship offering, GigaCloud™, delivers secure email and document collaboration services anytime, anywhere, on virtually any device and any platform with real-time data analytics, reporting and administrative tools. It applies and enforces security permissions down to the digital content level, protecting content from misuse throughout the entire lifecycle—while in transit, at rest and, most importantly "in use”. For more information about GigaTrust, visit www.gigatrust.com.

IGeneX

Merger/Acquisition in 2015
IGeneX, Inc. owns and operates a specialty immunology laboratory and research facility. It develops laboratory assays for Lyme and other tick-borne diseases. The company’s laboratory also functions as a pilot site for diagnostic manufacturers in the introduction of new assays. It serves private practice physicians, hospitals, and other clinical reference laboratories in the United States and Canada. IGeneX, Inc. was founded in 1991 and is based in Palo Alto, California.

Budderfly

Venture Round in 2019
Budderfly is disrupting the energy industry by leading the digital transformation of energy consumption through its unique Energy-as-a-Service model. With no cost to its clients, Budderfly implements proprietary energy intelligence software, energy efficient technology upgrades that span more than 25 savings categories, and IoT devices that meter, control, and optimize energy usage at the point of consumption within each facility across the enterprise. Budderfly’s ongoing services and proactive maintenance ensure that a building’s energy infrastructure never becomes outdated. The result is significant, immediate and progressive energy expense savings, upgraded facilities, and a reduced carbon footprint for its client facilities.

Budderfly

Private Placement in 2019
Budderfly is disrupting the energy industry by leading the digital transformation of energy consumption through its unique Energy-as-a-Service model. With no cost to its clients, Budderfly implements proprietary energy intelligence software, energy efficient technology upgrades that span more than 25 savings categories, and IoT devices that meter, control, and optimize energy usage at the point of consumption within each facility across the enterprise. Budderfly’s ongoing services and proactive maintenance ensure that a building’s energy infrastructure never becomes outdated. The result is significant, immediate and progressive energy expense savings, upgraded facilities, and a reduced carbon footprint for its client facilities.

Apollo Intelligence Corp

Private Placement in 2020
Apollo Intelligence Corp provides tech-driven data and insights solutions for the life sciences and healthcare industry. The company develops and operates research services, data, and insights platforms. Apollo Intelligence Corp was founded in 2019 and is based in Watertown, Massachusetts.

Food Evolution

Venture Round in 2014
Use Food Evolution to outsource your custom food production needs. They are a committed commissary that will help you co-pack, provide seasonal meal solutions (i.e. holiday sides, sports snacks, etc.), or work with you during an especially busy time of year to deliver delicious, fresh and consistent product. They have a flexible and large team that can manufacture a short run or large capacity order. Whatever your custom food needs are they can make it to your specification or offer innovative ways to recreate it.

RxSight

Venture Round in 2015
RxSight is a medical device company that offers an intraocular lens and cataract surgery solutions. Using a proprietary light treatment that produces precise modifications in lens curvature, RxSight’s Light Adjustable Lens (RxLAL) enables doctors and patients to predictably optimize vision after cataract surgery through an office-based IOL enhancement. The company’s mission is to revolutionize the premium cataract surgery experience by allowing surgeons to partner with their patients to achieve optimized results for every unique eye. It was founded in 1997 and is headquartered in Aliso Viejo, California, United States.

SG Homecare

Private Equity Round in 2024
SG Homecare offers products and services. It is a provider of durable medical equipment, disposable medical supplies, respiratory therapies, oxygen, mobility, orthotics, and prosthetics. For inquiries, email, telephone numbers, and physical addresses are available on their website.

BenefitHub

Debt Financing in 2024
BenefitHub is a fully customizable benefits and rewards platform.BenefitHub believe that an employee often gives the best of themselves to a company that seeks to serve its employees both inside and outside of the workplace. People should benefit from their job every day and, through these benefits, feel proud of the company that helps them accomplish career and life goals. BenefitHub, help companies find ways to serve employees by offering an advantage and a reward for hard work and commitment to their employer.They offer a digital interface that helps companies serve their employee’s needs through an all-inclusive platform of employee-centric benefits. Whether it’s discounts on everyday items or health and financial wellness, everything needed to help facilitate a healthy work-life balance is available on BenefitHub.

CraneTech

Venture Round in 2023
CraneTech is a manufacturer, supplier, and inspector of overhead cranes.

Firehook

Debt Financing in 2024
Producer and retailer of food products intended to offer great-tasting products. The company provides cupcakes, chocolate bars, cheesecakes, sugar cookies, pastries and other related food products, enabling customers to enjoy a variety of delicious foods at affordable rates.

Eventus WholeHealth

Debt Financing in 2021
Eventus wholehealth provide physician-led healthcare services for residents and patients of skilled nursing and assisted living facilities.

HelloWorld

Series A in 2012
HelloWorld is a marketing solutions agency that provides a rich consumer engagement platform. The company creates promotional campaigns, advergames, CRM programs, and loyalty solutions for Fortune 500 brands and agencies. It also offers loyalty services as well as analytics and optimization services. In addition, the company provides mobile services, including mobile loyalty, promotions, mobile text and push messaging, mobile SDK, coupons, and POS integration services; and social services, such as chance-to-win promotions, social loyalty, viral sharing, engagement, and campaign strategy services. Further, it provides live events services such as concerts and sporting events, broadcast TV, non-profit events, and industry conferences; technology services, including SaaS-based solutions and custom application development, secure and scalable infrastructure, fraud detection and prevention technologies, and big data analytics services; and agency services such as illustration and animation, photo and video shoot...

Mapleton Communications

Debt Financing in 2015
Mapleton Communications is a broadcast media company offering folk, rock, alternative, blues music, and comedy shows.

Budderfly

Private Placement in 2020
Budderfly is disrupting the energy industry by leading the digital transformation of energy consumption through its unique Energy-as-a-Service model. With no cost to its clients, Budderfly implements proprietary energy intelligence software, energy efficient technology upgrades that span more than 25 savings categories, and IoT devices that meter, control, and optimize energy usage at the point of consumption within each facility across the enterprise. Budderfly’s ongoing services and proactive maintenance ensure that a building’s energy infrastructure never becomes outdated. The result is significant, immediate and progressive energy expense savings, upgraded facilities, and a reduced carbon footprint for its client facilities.

Connoisseur Media

Venture Round in 2013
Connoisseur Media was founded in 2004 by Jeffrey Warshaw and Mike Driscoll. The first acquisition of the company involved several stations in Bloomington, IL. The company began with capital from hedge fund Farallon Capital, along with its founders. Through a combination of start-ups, move-ins, and acquisitions, Connoisseur Media has grown to 36 stations as of February 2014.

SmartyPants Vitamins

Venture Round in 2019
SmartyPants Vitamins offers gummy vitamins that include multivitamin, omega-3, and vitamin D supplements for kids and adults. It is a vitamin company that creates All-in-One gummy vitamins for both kids and adults, combining a full multivitamin supplement, omega 3 supplements, and vitamin D supplement into one serving of gummies. The company was founded in 2010 and is based in Venice, California.

Bear Down Brands

Debt Financing in 2020
Bear Down Brands is a network of consumer brands that each focus on premium home, health, and personal care products.Bear Down Brands mission is to create elegant, practical, and innovative products that enhance the way you care for yourself and the world around you.Bear Down's focus has been on developing a well-rounded product portfolio while providing advanced product technologies, award-winning customer support, and strong brand relationships with our consumers.

CorePower Yoga

Debt Financing in 2016
CorePower Yoga is a platform for any individual to learn and practice various styles of yoga. The platform strives to increase awareness and widespread adoption of yoga by making yoga accessible to everyone, through a variety of yoga styles, for beginners and more advanced yoga students, and class times to meet any schedule. CorePower Yoga was founded in 2002 and is headquartered in Denver, Colorado, USA.

SmartyPants Vitamins

Private Placement in 2019
SmartyPants Vitamins offers gummy vitamins that include multivitamin, omega-3, and vitamin D supplements for kids and adults. It is a vitamin company that creates All-in-One gummy vitamins for both kids and adults, combining a full multivitamin supplement, omega 3 supplements, and vitamin D supplement into one serving of gummies. The company was founded in 2010 and is based in Venice, California.

LYV Life, Inc.

Private Placement in 2019
LYV Life, Inc., doing business as Cora, manufactures and sells organic tampons for managing periods for women. The company offers applicator tampons, applicator free tampons, period pads, period and bladder pads, necklaces, and shirts. It sells its products online. The company was incorporated in 2015 and is based in San Francisco, California.

2-20 Records Management

Debt Financing in 2018
2-20 Records Management, LLC is an information management company that provides records storage and management services. The company’s services include document storage, document destruction, secure shredding, data protection, vault storage, imaging, and digital solutions. It serves accounting firms, architectural firms, financial services industries, government and healthcare customers, law firms, pharmaceutical companies, small businesses, mid-size businesses, and enterprise-size companies. The company is based in Edison, New Jersey. It also has operations in Arizona, Florida, Southern California, New York, and Pennsylvania.

ACL Airshop

Private Equity Round in 2016
ACL AirShop Inc. leases, sells, repairs, and manages unit load devices (ULD) for air carriers in Europe, North America, South America, Africa, Australia, and internationally. It offers pallets, containers, air cargo pallets, fire containment covers, and pallet stacker products. The company also manufactures cargo nets and straps. ACL AirShop Inc. is based in Greenville, South Carolina. It has manufacturing facilities in the United States and Europe; and operational footprint in North America, Latin America, and Europe.

Spindrift Beverage Co., Inc.

Private Placement in 2020
Spindrift Beverage Co., Inc. produces and supplies non-alcoholic beverages. It offers sodas in grapefruit, blackberry, orange, mango, cucumber, strawberry, lemonade, cranberry, and raspberry flavors; flavored sparkling water; and flavored seltzers. The company sells its products through distributors and retail stores in the United States, as well as online. Spindrift Beverage Co., Inc. was formerly known as Spindrift Soda Company. The company was founded in 2010 and is headquartered in Newton, Massachusetts.

Apex Learning

Merger/Acquisition in 2017
Apex Learning is the leading provider of digital curriculum for secondary education to the nation's school districts. The company's comprehensive, standards-based online courses help schools successfully engage all students in rigorous coursework and prepare them for high school graduation and beyond.

Cora

Venture Round in 2019
Cora is an organic tampons and elegant accessories company that produces and markets applicator tampons, sanitary pads, and necklaces. The company believes that time of the month should never be a source of shame, harm or uncertainty. (Also: excessively pink packaging.) And it should never keep a girl from getting her education.They are committed to giving all women access to safe and effective period products as well as valuable and trustworthy information to educate and empower. Cora creates fearless content and innovative products through an elevated brand to shift the way women perceive and manage their periods, bladder leaks, post-birth recovery, and other natural experiences. Organic tampons, elegant accessories, convenient delivery, and period products to girls in need for every box sold.

Trendline Interactive

Private Placement in 2019
Trendline Interactive is a digital marketing firm that offers businesses with email marketing solutions and services. Trendline Interactive offers its customers with email strategy and campaign development, monitoring, acquisition, technical, and analytics services. Trendline Interactive was founded by Morgan Stewart and Andrew Kordek and is based in Austin, Texas.

Essential Turbines inc

Venture Round in 2024
Maintenance, Repair and Overhaul of Aerospace Jet Engines. ETI is a specialist on the Rolls-Royce 250 Series Gas Turbine Engines primarily used to support helicopter applications.

Essential Turbines inc

Debt Financing in 2024
Maintenance, Repair and Overhaul of Aerospace Jet Engines. ETI is a specialist on the Rolls-Royce 250 Series Gas Turbine Engines primarily used to support helicopter applications.

JSI

Debt Financing in 2024
JSI is a financial services company offering telecommunications, business strategies, and financial consultancy services.

Schill Grounds Management

Private Equity Round in 2024
Schill Grounds Management provides mowing, weed control, tree and shrub planting, pruning, commercial snow removal, ice control, landscape installation and design, color care, and holiday decoration services.

BenefitHub

Private Equity Round in 2024
BenefitHub is a fully customizable benefits and rewards platform.BenefitHub believe that an employee often gives the best of themselves to a company that seeks to serve its employees both inside and outside of the workplace. People should benefit from their job every day and, through these benefits, feel proud of the company that helps them accomplish career and life goals. BenefitHub, help companies find ways to serve employees by offering an advantage and a reward for hard work and commitment to their employer.They offer a digital interface that helps companies serve their employee’s needs through an all-inclusive platform of employee-centric benefits. Whether it’s discounts on everyday items or health and financial wellness, everything needed to help facilitate a healthy work-life balance is available on BenefitHub.

Clarus Commerce

Venture Round in 2016
Clarus Commerce, LLC builds, manages and optimizes customizable premium loyalty programs for retailers. The company develops and markets subscription websites to save consumers time and money. The company offers the full suite of services which include client services, strategy, creative, marketing, analytics, IT, and operations. Clarus Commerce, LLC was formerly known as Clarus Marketing Group, LLC and changed its name to Clarus Commerce, LLC in June 2015. The company was founded in 2001 and is headquartered in Rocky Hill, Connecticut.

Concord

Private Equity Round in 2023
Founded in 1988, Concord has been a driving force for innovation and a benchmark for performance in the portfolio servicing arena. Today’s companies demand a more sophisticated set of tools to handle the job accurately, quickly and with utterly predictable results, and Concord is perfectly poised to meet this demand with a dedicated focus in three key areas: Power, Performance and Personalization. Concord is in the business of harnessing the Power of their vast industry experience, the Performance of their leading-edge software and technology tools, and the flexible Personalization of all their business solutions to help clients achieve greater success. At Concord, third party servicing – whether at the Primary, Back-up, or Master Servicing level – is all they do. Because they do not lend money, buy portfolios, originate or broker transactions, there is no inherent conflict of interest when engaging Concord as your partner. As a business process outsourcing company, Concord offers their clients exceptional services, robust financial technology (FinTech), an experienced and tenured workforce, and a variable cost model that affords scalability and operational efficiency. Their on-demand technology solution, coupled with a comprehensive servicing strategy, affords their clients increased efficiencies in critical operational areas – allowing clients to focus on their core competencies.

CraneTech

Private Equity Round in 2022
CraneTech is a manufacturer, supplier, and inspector of overhead cranes.

Apollo Intelligence

Debt Financing in 2022
Apollo Intelligence provides healthcare organizations with data-driven decision-making solutions. The company was founded in 2020 and is based in Stamford, Connecticut.

Shift Paradigm

Debt Financing in 2022
Shift Paradigm offers email marketing and marketing automation movements by helping thousands of organizations implement marketing technology platforms. They help organizations align from top-to-bottom around growth.

Lightbridge Academy

Debt Financing in 2024
Lightbridge Academy provides early education and child care to children ages six weeks to kindergarten, as well as special programming for children up to 10 years old during school holidays, breaks, and summer camp. The company offers seedlings early childhood education, infant child care, toddler child care, preschool, kindergarten, and summer day camp programs. It also provides additional programs, such as parent-friendly child-centered programs, extended care, optional meal plan, onsite extracurricular programs, and coverage during school holidays and breaks. Lightbridge Academy was formerly known as Rainbow Academy Assurance Group, LLC and changed its name to Lightbridge Academy in October 2014. The company was founded in 1997 and is based in Piscataway, New Jersey. It has child care center locations in Clifton, Cranford, Fair Lawn, Flemington, Iselin, Mahwah, Manalapan, Manasquan/Wall, North Brunswick, Plainsboro, Rutherford, West Caldwell, Westfield, Westwood, Whippany, and Woodbridge.