Balance Point Capital Overview
- Investor Type
-
Mezzanine
- Status
-
Active
- Professionals
-
15
- Investments
-
175
- Portfolio
-
30
- Exits
-
57
Balance Point Capital General Information
Company Description
Founded in 2007, Balance Point Capital is a mezzanine firm based in Westport, Connecticut. The firm seeks to invest in lower middle-market companies operating in business services, consumer, food, beverage, healthcare, media, information services, and technology-enabled services sectors. This firm is a Registered Investment Adviser (RIA).
Business Details
Website
www.balancepointcapital.comYear Founded
Investor Status
Trade Association
Primary Investor Type
Other Investor Types
Corporate Office
- 285 Riverside Avenue
- Suite 200
- Westport, CT 06880
- United States
Balance Point Capital Investments (175)
Balance Point Capital’s most recent investment was a with Medford Wellington Service. The deal was made on 01-Oct-2026.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Company Stage | Lead Partner |
|---|---|---|---|---|---|---|
| Medford Wellington Service | 01-Oct-2026 | Office Services (B2B) | Generating Revenue | |||
| Allied Roofing Partners | 13-Aug-2026 | Other Commercial Services | Generating Revenue | |||
| ShipSigma | 28-Jul-2026 | Business/Productivity Software | Generating Revenue | |||
| AquaVerse | 01-Jul-2026 | Other Commercial Services | Generating Revenue | |||
| Mas Restaurant Group (43 Taco Bell Restaurants in Ohio) | 16-Jun-2026 | Buyout/LBO | Buildings and Property | Generating Revenue |
Balance Point Capital Exits (57)
Balance Point Capital has made a total of 57 exits. Its latest exit was from Schill Landscaping & Lawn Care Services on 15-Dec-2025. The exit was categorized as .
| Company Name | Exit Date | Exit Type | Exit Size |
|---|---|---|---|
| Schill Landscaping & Lawn Care Services | 15-Dec-2025 | ||
| Spindrift Beverage Co. | 14-Jan-2025 | ||
| Concord Servicing | 27-Dec-2024 | ||
| Blankfactor | 18-Oct-2024 | ||
| Budderfly | 01-Jun-2024 | Secondary Transaction - Private |
Balance Point Capital Fund Performance
| Fund Name | Vintage | Size | Dry Powder | DPI | RVPI | TVPI | IRR |
|---|
Balance Point Capital Investments by Industry, Year, and Region
Investments by Industry
Investments by Year
Investments by Region
Balance Point Capital FAQs
-
What is Balance Point Capital?
Founded in 2007, Balance Point Capital is a mezzanine firm based in Westport, Connecticut.
-
When was Balance Point Capital founded?
Balance Point Capital was founded in 2007.
-
Where is Balance Point Capital headquartered?
Balance Point Capital is headquartered in Westport, CT.
-
What is Balance Point Capital's total asset value?
Balance Point Capital has around in total assets under management.
-
How many investments has Balance Point Capital made?
Balance Point Capital has made 175 investments.
-
What has Balance Point Capital invested in?
Balance Point Capital has made numerous investments in companies like Medford Wellington Service, Allied Roofing Partners, and ShipSigma within the Office Services (B2B), Commercial Services, and Business/Productivity Software industries.
-
What has Balance Point Capital invested in recently?
Balance Point Capital's latest investment was on 01-Oct-2026 in Medford Wellington Service, a company within the Office Services (B2B) industry.
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