Investor directory

Balance Point Capital

Balance Point Capital Advisors, LLC is a private equity firm based in Westport, Connecticut, that specializes in investments in lower middle-market, mature, and later-stage companies across various sectors, including business services, consumer goods, healthcare, media, and technology-enabled services. Founded in 2007, the firm focuses on providing both debt and equity financing, supporting business growth through a range of financial structures such as loans, mezzanine financing, and equity products. Balance Point typically invests between $5 million and $150 million in companies with enterprise values ranging from $3 million to $200 million, EBITDA between $2 million and $30 million, and revenue between $3 million and $150 million. The firm takes either minority or majority stakes in its investments and emphasizes a long-term partnership approach to understanding and achieving the strategic goals of the businesses it supports. With over $835 million in assets under management, Balance Point has made more than 50 investments throughout the United States.

Focus

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http://www.balancepointcapital.com
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https://www.privateequityinternational.com/database/#/profile?id=6112

Seth W. Alvord

Managing Partner

G. Bues, Alexander

Vice President, Head of Business Development

Rory J. Cunnane

Associate

Eric Dale

Partner

Emily T. Dang

Associate

Nathan D. Elliott

Managing Director

Daniel N. Freshman

Senior Associate

Grant M. Groher

Senior Associate

Elliot B. Hambrecht

Senior Associate

Justin M. Kaplan

Partner

Lindsay Koltay

Chief Financial Officer

Amanda L. Meltzer

CFO

B. Lance Sauerteig

Partner

Adam H. Sauerteig

Senior Vice President

Seth Tutlis

Managing Director

30 past transactions

Eventus WholeHealth

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

CorePower Yoga

Debt Financing in 2016
CorePower Yoga, LLC operates a network of yoga fitness studios across the United States, providing a variety of yoga classes, including hot power fusion and hot yoga. Established in 2002 and based in Denver, Colorado, the company aims to make yoga accessible to individuals of all skill levels, offering classes tailored for both beginners and advanced practitioners. In addition to yoga instruction, CorePower Yoga offers various teacher training programs, including 200-hour and advanced training, as well as online courses. The company also provides wellness services such as boot camps, yoga retreats, and cleanses. To enhance the customer experience, CorePower Yoga rents towels and mats and sells beverages like water.

ACL Airshop

Private Equity Round in 2016
ACL AirShop Inc. specializes in leasing, selling, repairing, and managing unit load devices (ULD) for air carriers across various regions, including Europe, North America, South America, Africa, and Australia. The company offers a diverse range of products such as pallets, containers, fire containment covers, and pallet stackers, as well as manufacturing cargo nets and straps. Headquartered in Greenville, South Carolina, ACL AirShop operates manufacturing facilities in the United States and Europe, supported by a strong operational presence in North America, Latin America, and Europe. The company serves numerous prominent passenger and air cargo carriers, delivering unique products and services tailored to the needs of the aviation industry.

City Tap House

Debt Financing in 2016
City Tap House is a restaurant based in Philadelphia, Pennsylvania, founded in 2010. The establishment specializes in a craft beer program complemented by a diverse menu of prepared food. It emphasizes the relationship between food and craft beer, aiming to enhance the dining experience by allowing both elements to elevate one another. In addition to its on-site dining, City Tap House offers an online food ordering service, catering to the convenience of its customers.

Waterlogic

Debt Financing in 2015
Waterlogic is a North American distributor and manufacturer of point-of-use water purification and dispensing systems suitable for various environments, including offices, factories, hospitals, schools, and restaurants. Established in 1992 and headquartered in Omaha, Nebraska, the company emphasizes a three-stage approach to water purity that includes high-performance filtration, advanced ultraviolet (UV) purification, and BioCote anti-microbial protection. Waterlogic's systems are designed to ensure safe and hygienic access to drinking water, adhering to rigorous standards for quality and safety. Additionally, the company offers comprehensive technical and sales support to its distributor partners, while also catering to different workplace needs and local water conditions through its range of water coolers that connect directly to the water supply. New dealer territories remain available for expansion.

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.

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.

Mapleton Communications

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

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.

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.

OnRamp

Debt Financing in 2015
OnRamp Access, LLC is a data center services company based in Austin, Texas, specializing in co-location, managed hosting, and disaster recovery solutions. Founded in 1994, OnRamp is recognized for its HITRUST certification and its expertise in assisting businesses in sectors such as healthcare, financial services, and education with compliance requirements, including HIPAA and PCI. The company operates multiple enterprise-class data centers, offering a range of services from managed servers and storage to customized private cloud solutions. OnRamp's consultative approach enables organizations to navigate the complexities of data security and compliance, ensuring they have the right mix of solutions tailored to their specific needs. Additionally, OnRamp provides website design, application development, and maintenance services, further supporting its clients’ operational efficiency. As of 2018, OnRamp operates as a subsidiary of LightEdge Solutions, Inc.

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.

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.

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.

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.

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.

Connoisseur Media

Venture Round in 2013
Connoisseur Media Licenses, LLC is a media company that operates a network of radio stations across the United States, including locations in Montana, Kansas, New York, New Jersey, Pennsylvania, and Connecticut. Founded in 2004 by Jeffrey Warshaw and Mike Driscoll, the company began its journey with the acquisition of several stations in Bloomington, Illinois, supported by initial capital from Farallon Capital. Over the years, Connoisseur Media has expanded its portfolio to encompass 36 radio stations through a combination of start-ups, relocations, and strategic acquisitions. In addition to its radio operations, the company specializes in multi-platform marketing solutions, providing services that integrate radio, digital, mobile, social media, and event marketing to assist clients in enhancing their business growth and market presence. The company is headquartered in Westport, Connecticut.

Connoisseur Media

Debt Financing in 2013
Connoisseur Media Licenses, LLC is a media company that operates a network of radio stations across the United States, including locations in Montana, Kansas, New York, New Jersey, Pennsylvania, and Connecticut. Founded in 2004 by Jeffrey Warshaw and Mike Driscoll, the company began its journey with the acquisition of several stations in Bloomington, Illinois, supported by initial capital from Farallon Capital. Over the years, Connoisseur Media has expanded its portfolio to encompass 36 radio stations through a combination of start-ups, relocations, and strategic acquisitions. In addition to its radio operations, the company specializes in multi-platform marketing solutions, providing services that integrate radio, digital, mobile, social media, and event marketing to assist clients in enhancing their business growth and market presence. The company is headquartered in Westport, Connecticut.

HelloWorld

Series A in 2012
HelloWorld is a marketing solutions agency focused on enhancing consumer engagement through a variety of digital services. The company develops promotional campaigns and gamified experiences aimed at capturing consumer interest, while also offering loyalty programs to retain and reward customers. Its services extend to mobile and social platforms, providing tools for promotions, messaging, and viral engagement strategies. Additionally, HelloWorld delivers analytics and optimization services to help marketers refine their campaigns and improve execution. The firm also supports live events, technology solutions, and agency services, which include custom application development and multimedia production. By combining these elements, HelloWorld enables brands to foster ongoing conversations with consumers and drive desired emotional and behavioral responses.