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.

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

Past deals in Connecticut

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 Budderfly’s ongoing services and proactive maintenance ensure that a building’s energy infrastructure never becomes outdated.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.

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.