Investor directory

Balance Point Capital

Balance Point Capital, established in 2011 and headquartered in Westport, Connecticut, is a private investment firm specializing in debt and equity financing for middle market companies. The firm provides flexible, patient capital and works closely with businesses to understand their strategic goals and support their growth objectives. With over $835 million in assets under management and a track record of over 50 investments, Balance Point Capital focuses on sectors such as financial services, consumer goods, healthcare, industrial, business services, and technology. The firm takes a long-term, partnership approach to investing, aiming to create value for both its portfolio companies and investors.
http://www.balancepointcapital.com
https://crunchbase.com/organization/balance-point-capital-partners
https://linkedin.com/company/balance-point-capital-partners-l-p-
https://pitchbook.com/profiles/investor/54641-08
https://www.capitaliq.com/CIQDotNet/company.aspx?companyId=308499078
https://www.privateequityinternational.com/database/#/profile?id=6112

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 and Investment Committee Member

Nina M. Lorusso

Associate

Joshua M. Lyvers

Vice President

Samrat D. Malhotra

Associate

Amanda Meltzer

CFO

James D. O'Connor

Senior Associate

Adam Sauerteig

Partner and Investment Committee Member

Adam H. Sauerteig

Partner

Past deals in Florida

2-20 Records Management

Debt Financing in 2018
2-20 Records Management, LLC is an information management company based in Edison, New Jersey, offering a comprehensive suite of records storage and management services. These services include document storage, secure shredding, document destruction, data protection, vault storage, and imaging solutions. The company caters to a diverse clientele, including accounting and architectural firms, financial services, government and healthcare organizations, law firms, pharmaceutical companies, as well as small, mid-size, and enterprise businesses. With operations in Arizona, Florida, Southern California, New York, and Pennsylvania, 2-20 Records Management emphasizes a national presence backed by experienced local teams, ensuring compliance-driven and secure record management tailored to the needs of its clients.
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