Balance Point Capital Managers

Balance Point Capital Partners is an investment firm focused on providing debt and equity assistance to middle market companies. The firm helps companies find the right capital structure to support their objectives while putting a premium on flexibility, partnership, and patience. BPCP is committed to taking a long term, partnership approach to investing. Its investment approach is anchored at a full understanding of the strategic goals of each investment and the set of incentives in place to achieve success. It has extensive experience working with small and medium-sized businesses, allowing the firm to quickly identify investments of interest. To date, BPCP has over $835 million in assets under management and has made over 50 investments in middle-market companies throughout the United States. Founded ion 2011, BPCP is the successor fund to the First New England Capital (“FNEC”) family of funds. The firm is headquartered in Westport, Connecticut.

Seth Alvord

Investment Committee Member Managing Partner

Alexander Bues

VP, Head of Business Development

RJ

Rory J. Cunnane

Associate

Eric Dale

Investment Committee Member Partner

ET

Emily T. Dang

Associate

NE

Nathan Elliott

MD

DN

Daniel N. Freshman

Senior Associate

GG

Grant Groher

VP

EB

Elliot B. Hambrecht

Senior Associate

Justin Kaplan

Investment Committee Member Partner

Lindsay Koltay

CFO

AL

Amanda L. Meltzer

CFO

Lance Sauerteig

Investment Committee Member Partner

AS

Adam Sauerteig

SVP

ST

Seth Tutlis

MD

35 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.

Eventus WholeHealth, PLLC

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

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.

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...

City Tap House

Private Equity Round 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, LLC

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 Brands

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.

City Tap House

Venture Round 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.

City Tap House

Venture Round 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.

onramp access, llc.

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, Inc.

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 LLC

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 LLC

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.

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.

reCommerce Brands

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, Inc.

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.

Calhoun Vision

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 Inc.

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.

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.

APS Technology, Inc.

Debt Financing in 2017
APS Technology delivers field performance and design confidence worldwide for all your oilfield and harsh environment needs. From the minds of their highly experienced engineers, technicians, toolmakers and machinists come the world's most reliable and advanced electromechanical, instrumentation and sensor designs for the oilfield and other harsh environments.

Apex Learning Inc.

Private Equity Round 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.

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.

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 Commercial Products

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.

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.

2-20 Records Management, LLC

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.

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.

LYV Life

Venture Round 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.

Calhoun Vision

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.