Balance Point Capital

Balance Point Capital Advisors, LLC is a private equity firm based in Westport, Connecticut, founded in 2007. The firm focuses on investing in lower middle-market companies across various sectors, including business services, consumer goods, food and beverage, healthcare, media, information services, and technology-enabled services. It 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 revenues between $3 million and $150 million. Balance Point Capital specializes in both debt and equity investments, including loan, mezzanine, and private equity-sponsored buyouts, as well as growth capital and recapitalizations. The firm emphasizes a long-term, partnership-oriented approach to investing, aiming to align with the strategic objectives of its portfolio companies. With over $835 million in assets under management, Balance Point Capital has made more than 50 investments in mid-market companies throughout the United States.

Seth Alvord

Founder and Managing Partner

Wills Danielsen

Associate

Nathan D. Elliott

Partner

Daniel N. Freshman

Senior Vice President

Grant Groher

Managing Director

Grant M. Groher

Managing Director

Justin Kaplan

Partner

Nina M. Lorusso

Associate

Joshua M. Lyvers

Vice President

Samrat D. Malhotra

Associate

Amanda L. Meltzer

CFO

James D. O'Connor

Senior Associate

Adam Sauerteig

Partner and Investment Committee Member

Adam H. Sauerteig

Partner

Ethan G. Wilson

Associate

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 Budderfly’s ongoing services and proactive maintenance ensure that a building’s energy infrastructure never becomes outdated.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

APS Technology

Debt Financing in 2017
APS Technology, Inc. specializes in providing advanced electromechanical, instrumentation, and sensor solutions for the oil and gas industry, particularly in challenging environments. Founded in 1993 and headquartered in Wallingford, Connecticut, the company designs and manufactures a range of products including measurement while drilling (MWD) and logging while drilling (LWD) systems, rotary steerable systems, and drilling optimization tools. Additionally, APS Technology offers vibration management products, hydraulic oil de-airing stations, and various other equipment and services tailored to enhance drilling performance. The company supports its clients with engineering, project management, and product development services, alongside rental options for downhole tools. Its clientele consists of integrated multinational oilfield service firms, national oil company divisions, and independent drilling companies. APS Technology maintains a global presence with locations in Texas, the UAE, China, and Russia, reflecting its commitment to delivering reliable solutions that improve drilling efficiency and reduce costs.

Connoisseur Media

Venture Round in 2013
Connoisseur Media Licenses, LLC is a media company based in Westport, Connecticut, that operates a network of radio stations and digital brands across several states, including Montana, Kansas, New York, New Jersey, Pennsylvania, and Connecticut. Founded in 2004 by Jeffrey Warshaw and Mike Driscoll, the company has expanded its reach through a combination of acquisitions and new station launches, currently managing 36 radio stations. Connoisseur Media specializes in providing comprehensive marketing solutions that encompass radio broadcasting as well as interactive digital, mobile, social media, and event marketing services, all aimed at assisting businesses in enhancing their market presence and driving growth.

Connoisseur Media

Debt Financing in 2013
Connoisseur Media Licenses, LLC is a media company based in Westport, Connecticut, that operates a network of radio stations and digital brands across several states, including Montana, Kansas, New York, New Jersey, Pennsylvania, and Connecticut. Founded in 2004 by Jeffrey Warshaw and Mike Driscoll, the company has expanded its reach through a combination of acquisitions and new station launches, currently managing 36 radio stations. Connoisseur Media specializes in providing comprehensive marketing solutions that encompass radio broadcasting as well as interactive digital, mobile, social media, and event marketing services, all aimed at assisting businesses in enhancing their market presence and driving growth.
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