Balance Point Capital

Founded in 2011, Balance Point Capital is a Connecticut-based private equity firm specializing in equity and debt investments in mid-market companies across various sectors such as financial services, consumer goods, healthcare, industrial, business services, and technology. The firm takes a long-term, partnership approach to investing, focusing on understanding each investment's strategic goals.

Seth Alvord

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 H. Sauerteig

Partner

Adam Sauerteig

Partner and Investment Committee Member

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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